Become a Partner

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.

OnMarket is an app and platform that is making Australian IPOs more inclusive.

Open Exchange Rates provides forex rates for worldwide and digital currencies.

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

Pearler is a an online broker based in Australia.

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

Pitcher Partners is an Australian association of full service accounting, audit and advisory firms.

PocketSmith is personal finance software for all walks of life.

ProductRex is a free product research solution for financial advisers, paraplanners, administrators and anyone working in financial planning.

Questrade is Canada’s largest non-bank online broker leading the way with low-cost managed investing and Canada’s lowest trading commissions.

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

Saxo Markets is a leading online broker providing clients multi-asset trading from one account.

Scope Accounting provides accounting and business solutions in Queensland, Australia.

The Sharesies platform gives an accessible way to invest in New Zealand, US, and Australian stock exchanges with no minimum investment.

Simply Wall St displays listed company data in stunning visuals to help investors formulate investment decisions from complex financial information.

Six Park is an automated investment management service (“robo-advisor”) based in Australia.

Stake is a desktop and mobile trading app that enables Australians to easily trade US stocks with $0 brokerage.

Stockfox is a a virtual sharemarket advisory app that helps you decide when to buy and sell stocks.

Stropro is an investment platform that provides access to curated investment strategies from the world’s largest investment banks.

UHY Haines Norton is an association of independent Accountancy firms in Australia & New Zealand.