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PIMCO Australia Management Limited

AllianceBernstein L.P

Vanguard Investments


Russell Investments

AMP Capital Funds Management Limited

Colonial First State Investments Limited

Bentham Asset Management Pty Limited

Aberdeen Asset Management Limited

Macquarie Investment Management Australia Limited

Walter Scott & Partners Limited

Magellan Asset Management Limited

MLC Investments Limited

Pengana Capital Limited

Perpetual Investment Management Limited

Platinum Investment Management Limited

Antares Capital Partners Ltd

Pinnacle Fund Services Limited

Legg Mason Asset Management Australia Limited

FIL Responsible Entity (Australia) ltd (Fidelity)


  • Members of Chartered Accountants ANZ and Financial Advisors
  • 30+ years in financial services, commercial and public practice
  • Licensed for Taxation, Audit and Authorised to provide Financial Advice
  • Authorised to provide Personal Financial Advice with appropriate taxation advice and guidance
  • Extensive experience with large and small business, family trusts, partnerships, SMSF’s, deceased estates and business restructuring
  • Specialise in self-managed super funds and provide accounting & tax, financial advice and audit services
  • Asset Management and Investment Advice
  • Personal Risk Insurance

  • Deposit Products
  • Managed Investments including Unit Trusts, Investment Bonds, Direct Shares, Property Trusts, Growth Funds, Balanced Funds, Indexed Funds and Cash Management Accounts
  • Share Market Investments
  • Tax Effective Investments
  • Superannuation, including Allocated Pensions, Rollovers, Personal Superannuation, Company Superannuation and Self Managed Superannuation Funds
  • Retirement Planning including aged care and estate planning
  • Life Insurance Products, including Annuities, Term Insurance, Income Protection, Trauma and Total and Permanent Disability Insurance
  • Investment Bonds