Financial Advisors

A Squared Advisers is a Sharesight Pro Partner that leverages Sharesight to provide award-winning portfolio reporting to its clients. Learn more today!

AJ Financial Planning are a Sharesight Pro Gold Partner that leverages Sharesight to provide award-winning portfolio reporting to their clients. Learn more!

Bay Financial Partners is a Sharesight Pro Partner that leverages Sharesight to provide award-winning portfolio reporting to its clients. Learn more today!

Bellmont Securities is a Sharesight Pro Partner that leverages Sharesight to provide award-winning portfolio reporting to its clients. Learn more today!

Cornerstone Wealth is a financial planning firm situated in the eastern suburbs of Melbourne, Australia.

Financial Keys is a firm of professional financial advisers based in Sydney, Australia.

Fluid Financial Planning is a privately owned boutique financial planning firm based in North Sydney, Australia.

Kaz Capital is a specialised financial services provider located in Sydney, Australia.

KMS Financial Solutions is an accounting and financial advice firm in Balwyn (Melbourne), Australia.

LemSec is a family-owned broker and boutique investment advisory firm based in Sydney, Australia.

Next Phase Group are a personal wealth and family office management firm based in Victoria, Australia.

Ocean Asset Management is a private investment management company based in Sydney, Australia.

OKIS Wealth is a private wealth management company based in Melbourne, Australia.

Parinity is an independent financial planning and advisory firm based in Bisbane, Australia.

Pinnacle is a leading Australian-based multi-affiliate investment management firm.

Rivkin is a diversified financial services company based in Sydney, Australia.