Partners

Partners

Become a Partner

Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia.

PwC is a multinational professional services company.

KPMG is a multinational professional services company.

Xignite is a leading provider of on-demand financial market data.

FactSet provides financial data to global financial institutions.

Sharesight has partnered with Xero to provide a seamless solution between portfolio management and portfolio accounting.

A Squared Advisers is an accounting and business advisory firm based in Newcastle, NSW Australia.

Abletech is a software company that builds web and mobile applications.

Affluence Funds Management is a boutique investment management firm based in Brisbane, Australia.

The AIA is Australia’s leading non-profit organisation assisting its members to make improved investment decisions.

AJ Financial Planning is an innovative financial planning firm based in Melbourne, Australia.

amscot Stockbroking is a full trading and clearing participant for Australia’s leading stock exchanges.

The ASA is an independent, member-funded, not-for-profit organisation representing Australian retail investors.

ASX operates Australia’s primary securities exchange, the Australian Securities Exchange.

ausbiz is Australia’s only live streaming channel dedicated to business, markets and startups.

Australian FinTech is a publisher of Australian fintech news, including a comprehensive list of Australian fintechs.

BOQ Online Share Trading is a division of The Bank of Queensland.

Bay Financial Partners are full service financial planners located in Tauranga, New Zealand.

BDO Auckland Partners leverages Sharesight to provide award-winning portfolio reporting to its clients.

BDO Australia leverages Sharesight to provide award-winning portfolio reporting to its clients.

Bellmont Securities is a boutique Australian portfolio manager and broker based in Sydney, Australia.

Bendigo Invest Direct is an easy-to-use, affordable, online share trading solution.

Brentnalls is an affiliation of accountancy practices in Australia and New Zealand.

Cboe Australia (previously Chi-X Australia) is part of global exchange operator Cboe Global Markets.

CMC Markets Invest is Australia’s best value online broker.

Computershare provides stock registration and investor services.

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

Danpalo Group is an accounting firm located in Perth, Australia.

DFK Australia New Zealand is an association of chartered accountants and business advisers.

Design, validate and retarget diversified investment portfolios to suit your investment risk and return expectations.