Australia's Business Institutions Directory - 61 Financial


Stockbrokers
  • Company: Amscot Stockbroking
    About: Amscot Stockbroking is the non-advisory division of State One Stockbroking Ltd (AFSL 247100), a full trading, clearing and settlement Participant of the Australian Securities Exchange Ltd (“ASX”) and a trading Participant of Chi-X Australia
  • Company: Baillieu Limited
    About: Baillieu Limited is one of Australia’s oldest privately owned financial advisory firms, providing Private Wealth, Corporate Finance and Institutional Client Services.
  • Company: Bell Potter Securities Limited
    About: Bell Potter is a member of the Bell Financial Group (BFG.ASX) of companies. It is one of Australia's largest full-service stockbrokers and a financial advisory firm, offering a full range of services to private, corporate and institutional clients.
  • Company: CMC Markets Stockbroking Limited
    About: Since launching in 1989, CMC Markets is an Australian CFD and stockbroking providers. Among the pioneers of the industry and with over 27 years' experience, CMC Markets provide investors with over 10,000 CFD markets to trade across forex, indices, commodities, shares, ETFs and treasuries, as well as a wide range of stockbroking investment products.
  • Company: Commonwealth Securities Limited (CommSec)
    About: Commonwealth Securities Limited is one of Australia's online brokers. With 20 years of service and experience, it offers Australia's online and mobile trading solutions.
  • Company: Evans and Partners Pty Ltd
    About: Evans & Partners is an Australian financial institution, providing financial services across stockbroking, corporate advisory and asset management, aiming to provide a person-to-person financial service for all Australians.
  • Company: Hartleys Limited
    About: Hartleys is a financial services company in Western Australia since 1955, providing the full spectrum of corporate finance, stockbroking, wealth management, institutional sales, and targeted research services.
  • Company: Macquarie Group Limited
    About: Macquarie is a diversified financial group providing clients with asset management and finance, banking, advisory and risk and capital solutions across debt, equity and commodities.
  • Company: Morgans Financial Limited
    About: Morgans Financial Limited is a stockbroking and wealth management company in Australia. It provides services include stockbroking, portfolio management, and corporate advisory service to both private and institutional investors.
  • Company: Morrison Securities Pty Limited
    About: Morrison Securities Pty Limited is specialised in providing white labelled trading solutions to Broker-Dealers where it provides seamless and cost-effective third-party stock broking execution & clearing solutions to AFSL holders such as financial planners, financial advisors, banks, and trading educators.
  • Company: Openmarkets Australia Limited
    About: OpenMarkets is a stock trading platform for overseas Chinese,Australian Chinese and Australian investors, providing investors with one-stop Australian stock trading services. The platform supports both Chinese and English languages. The trading varieties include ASX and Australian National Exchange NSX listed company stocks, exchange-traded funds, exchange-traded management funds, bonds, warrants, hybrid funds, and listed investment companies.
  • Company: Ord Minnett Limited
    About: Ord Minnett is one of Australia's financial advisory firms, catering to Private Clients, Corporates and Institutions. It provides services include stockbroking, private asset management, strategic financial planning, corporate finance, and futures. The company has operations in 12 cities including Melbourne, Sydney, Canberra, and Adelaide.
  • Company: Patersons Securities Limited
    About: Patersons is one of Australian financial services firms. It provides expert stockbroking advice and execution services for Australian and international markets.
  • Company: PhillipCapital
    About: Established in Singapore in 1975, PhillipCapital is one of Asia’s financial institutions with a global reach extending into Europe, North America and Australia. PhillipCapital provides full service stockbroking advisory solutions, with an online platform of CFD trading, Forex trading and Share trading.
  • Company: Saxo Capital Markets
    About: Saxo Capital Markets is the ASIC-licensed subsidiary of Danish Saxo Bank Group. It operates an online trading platform and offers a variety of investment products, including FX, CDFs, Stocks, FX options, listed options, futures, commodities, ETFs, and bonds.
    Website: www.home.saxo
  • Company: Taylor Collison Limited
    About: Taylor Collison Limited is an independent firm specialising in institutional, private broking and portfolio management services. Its professional team of client advisers is dedicated to helping investors build a portfolio that best suits their individual investment requirements. Taylor Collison uses in-house & external research to establish and maintain diverse & balanced investment portfolios for valued clients.
  • Company: Wealthhub Securities Limited (NAB Trade)
    About: Nabtrade - NAB’s online investing platform, providing a range of investment options such as shares, bonds and cash, plus access to NAB Margin Lending and SMSF services. nabtrade is an award-winning investment platform – with awards from CANSTAR and Money magazine for online trading, cash and margin lending.
  • Company: Westpac Securities Limited
    About: Westpac Securities Limited is the stock trading platform of Westpac Bank, providing an access to Australian shares and securities and over 25 global markets. Its independent research, customisable charting tools and alerts can help customers identify trading opportunities.
  • Company: Wilsons Advisory and Stockbroking Limited
    About: Wilsons Advisory and Stockbroking Limited is a financial advisory providing services to private investors, corporates, fund managers and global institutions. It is specialised in Wealth Management, Stockbroking, Financial Planning, Research, Managed Accounts, Fixed Interest, Structured Products, Managed Funds, Capital Markets, IPOs.
CFD & Forex Brokers
  • Company: CMC Markets Stockbroking Limited
    About: Since launching in 1989, CMC Markets is an Australian CFD and stockbroking providers. Among the pioneers of the industry and with over 27 years' experience, CMC Markets provide investors with over 10,000 CFD markets to trade across forex, indices, commodities, shares, ETFs and treasuries, as well as a wide range of stockbroking investment products.
  • Company: IG Markets
    About: IG Markets is an online trading platform operator that leverages CFDs to leverage investors in financial markets such as stock indexes, foreign exchange, equities, options, commodities, etc. The company also provides bilingual services (Chinese and English )and trading training.
    Website: www.ig.com/zh
  • Company: Pepperstone
    About: Pepperstone Group foreign exchange and CFD broker who assists retail and institutional investors investing in foreign exchange and other contractual instruments to execute trades. The group provides trading instruments such as currency, metals (such as gold and silver), oil and gas, and major stock indices.
    Services:
  • Company: PhillipCapital
    About: Established in Singapore in 1975, PhillipCapital is one of Asia’s financial institutions with a global reach extending into Europe, North America and Australia. PhillipCapital provides full service stockbroking advisory solutions, with an online platform of CFD trading, Forex trading and Share trading.
  • Company: Saxo Capital Markets
    About: Saxo Capital Markets is the ASIC-licensed subsidiary of Danish Saxo Bank Group. It operates an online trading platform and offers a variety of investment products, including FX, CDFs, Stocks, FX options, listed options, futures, commodities, ETFs, and bonds.
    Website: www.home.saxo
  • Company: Vantage FX
    About: Vantage FX is an Australian foreign exchange broker that operates a foreign exchange trading platform of the same name, providing traders with access to the global foreign exchange market. The company's investment trading instruments include foreign exchange, indices, commodity futures and precious metals, digital cryptocurrencies and stock CFDs.
Banks
  • Company: AMP Bank Ltd
    About: AMP is a wealth management company which offers solutions and services across financial advice, investment management, banking, superannuation, self-managed superannuation funds (SMSFs), life insurance, retirement income and investing. AMP was founded 170 years ago in Australia, its reach now spans around the world, where its expertise to advise clients and customers in Asia, the Middle East, Europe, the United Kingdom and North America, operating in 11 countries.
  • Company: Australia and New Zealand Banking Group Limited
    About: ANZ is one of the five largest ASX-listed company (ASX: ANZ) incorporated on 14 July 1977 in Australia. It is one of four major back in Australia (by total assets) and the largest bank in New Zealand, operating in more than 34 market across Australia, New Zealand, Asia, Pacific, Europe, America and the Middle East. It has about 40,000 staff serving retail, commercial and institutional customer through consumer and corporate offerings in core markets and reginal trade and capital flows across the region.
  • Company: Bank Australia Limited
    About: Bank Australia started in 1957 as the CSIRO Co-operative Credit Society and have grown to become Australia’s first customer-owned bank. It has 24 branches located across Australia with full online and mobile app banking. The bank aims to provide savings and loans, insurance and other services to individuals and institutions.
  • Company: Commonwealth Bank of Australia
    About: Commonwealth Bank of Australia is a provider of integrated financial services. It was founded in 1911 conducting both savings and general banking business. Opening branches in Asia, Europe, New Zealand and North America, Commonwealth Bank of Australia provides a full range of financial services to its clients, including general banking, mortgages, superannuation management, and also provides loan services to small businesses and large institutions.
  • Company: HSBC Bank Australia Limited
    About: HSBC is one of the world’s largest banking and financial services organisations, serving more than 39 million customers through four global businesses: Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Global Private Banking. Its network covers 66 countries and territories in Europe, Asia, the Middle East and Africa, North America and Latin America. Listed on the London, Hong Kong, New York, Paris and Bermuda stock exchanges. HSBC Bank Australia offers a range of accounts, online banking, credit cards, home loans, term deposits, foreign currency accounts and more.
  • Company: National Australia Bank Limited
    About: National Australia Bank Limited is the Australia’s business bank, working with small, medium and large businesses. It provides a variety of products, include credit cards, transaction accounts, savings accounts, home loans, personal loans and insurance.
  • Company: Westpac Banking Corporation
    About: Westpac is Australia’s first bank and one of four major banking organisations in Australia. Westpac provides a broad range of consumer, business and institutional banking and wealth management services through a portfolio of financial services brands and businesses. Established in 1817 as the Bank of New South Wales, the company changed its name to Westpac Banking Corporation in 1982.
Fund Houses
  • Company: AMP Capital
    About: AMP Capital is a global investment manager with a large presence in Australia. It is part of the AMP Group, which has operations established in Dubai, China, Hong Kong, India, Ireland, Japan, Luxembourg, the United Kingdom, and the United States. AMP Capital has a broad range of investment capabilities available, including infrastructure, real estate, equities, fixed income and multi-asset investment, as well as ESG and Responsible Investing.
  • Company: Bell Asset Managememnt
    About: Bell Asset Management is a global equity specialist who manages funds on behalf of Institutional, Wholesale, Retail and High Net Worth investors.
  • Company: BetaShares Exchange Traded Funds
    About: BetaShares is a manager of ETFs and other Funds that are traded on the Australian Securities Exchange. It offers investors access to equities, cash, currencies, commodities and alternative strategies.
  • Company: Blackstone Group
    About: Blackstone is one of the world’s leading investment firms, its investments are designed to preserve and grow limited partners’ capital, provide financial security for millions of retirees, sovereign wealth funds, and other institutional and individual investors, and contribute to overall economic growth.
  • Company: BT Financial Group
    About: BT Financial Group operates as the wealth management brand within the Westpac Group. It provides its customers with a full spectrum of wealth services, including investment, superannuation and retirement income products, investment platforms, financial advice, private banking and insurance solutions.
    Website: www.bt.com.au
  • Company: Colonial First State
    About: Colonial First State has been helping Australians with their investment, superannuation and retirement needs since 1988, providing range of wealth management solutions.
  • Company: Cromwell Funds Management
    About: Cromwell Funds Management Limited (Cromwell) is an Australian real estate fund manager that owns, manages and invests in commercial property. Cromwell Funds management is part of the Cromwell Property Group. Cromwell aims to build investor wealth through the careful selection, acquisition and management of secure income-producing commercial properties and portfolios throughout Australia.
  • Company: Evans and Partners Pty Ltd
    About: Evans & Partners is an Australian financial institution, providing financial services across stockbroking, corporate advisory and asset management, aiming to provide a person-to-person financial service for all Australians.
  • Company: Invesco Fund Manager
    About: Invesco is an independent investment management firm specialising in differentiated and complementary investment solutions. Founded in 1935 and with over 7,000 employees worldwide, Invesco manages over A$1.2 trillion of assets under management around the globe, serving clients in more than 120 countries.
  • Company: J.P. Morgan Asset Management
    About: J.P. Morgan Asset Management is a global investment fund manager. It has dedicated asset management teams in Sydney and Melbourne working on behalf of both retail and institutional investors.
  • Company: Macquarie Investment Management
    About: Macquarie Investment Management is a conviction-based, long-term global asset manager with offices in Australia, Asia, Europe and the United States. It offers strategies across a range of asset classes including listed equities, fixed interest and liquid alternatives.
  • Company: Morgan Stanley Wealth Management Australia Pty Ltd
    About: Morgan Stanley offers a comprehensive approach to financing and liquidity – delivering customized solutions for customers that complement overall investment strategy. Since 1997, its margin lending team has been devoted to working with investors to help optimize opportunities in an effort to meet personal financial goals.
  • Company: Perpetual Limited
    About: Perpetual Limited is a diversified financial services company which has been serving Australians since 1886. Across its three businesses – Perpetual Investments, Perpetual Private and Perpetual Corporate Trust – Perpetual, the company help Australian and international institutions, not-for-profit organisations, small businesses, financial advisers, individuals and families to grow their wealth.
  • Company: PIMCO Australia
    About: PIMCO Australia is a global fixed income investment manager. With launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. Today it has offices across the globe and 2,600 professionals.
  • Company: Platinum Asset Management
    About: Platinum was founded in 1994 as an Australia-based investment manager that focuses on one asset class – international shares, providing portfolios of listed companies from around the world. It has A$24 billion in total funds under management.
  • Company: Shaw and Partners Limited
    About: Shaw and Partners is one of Australia’s investment and wealth management firms. With a national presence and $16 billion of assets under advice, Shaw and Partners offers the intimacy of a boutique investment firm with the resources and scale of a major financial group.
  • Company: UBS Global Asset Management
    About: UBS Asset Management in Australia provides a comprehensive range of investment styles and strategies to institutional investors, financial advisers, wholesale and retail investors, with $47 billion of invested assets in Australia and $1,108 billion of invested assets under management (as of 31 December 2018). UBS Asset Management offers a range of managed funds in Australia, such as Equities, Fixed Income and Cash funds, Multi-Asset Funds, and Property and Infrastructure Funds.
Investment Banking
  • Company: CLSA
    About: CLSA is a subsidiary of CITIC Securities. Established in Sydney in 2009, CLSA is one of the largest institutional equity brokers in the country. CLSA Australia provides equity research, research sales, and sales trading services for international and domestic institutional investors. CLSA advises corporates on cross-border transactions between Australia and Asia, as well as servicing domestic clients which count some of Australia’s largest companies.
  • Company: Credit Suisse
    About: Credit Suisse Group is a global investment bank as well as a financial services company, advising clients in all aspects of finance, across the globe and around the clock.
  • Company: Deutsche bank
    About: Deutsche Bank AG is a German multinational investment bank and financial services company headquartered in Frankfurt, Germany. It is structured around the three types of clients the company serves – private clients, fiduciaries & institutions, and corporates.
    Website: www.db.com
  • Company: Goldman Sachs
    About: The Goldman Sachs Group, Inc. is a leading global investment banking, securities, and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.
  • Company: HSBC Bank Australia Limited
    About: HSBC is one of the world’s largest banking and financial services organisations, serving more than 39 million customers through four global businesses: Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Global Private Banking. Its network covers 66 countries and territories in Europe, Asia, the Middle East and Africa, North America and Latin America. Listed on the London, Hong Kong, New York, Paris and Bermuda stock exchanges. HSBC Bank Australia offers a range of accounts, online banking, credit cards, home loans, term deposits, foreign currency accounts and more.
  • Company: JPMorgan Chase
    About: JPMorgan Chase & Co. is one of the oldest financial institutions in the United States. With a history dating back over 200 years. It is a leading global financial services firm with assets of $2.6 trillion, has presence in over 100 markets, over 250,000 employees. The company serves millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients. It is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management.
  • Company: Macquarie Group Limited
    About: Macquarie is a diversified financial group providing clients with asset management and finance, banking, advisory and risk and capital solutions across debt, equity and commodities.
  • Company: Morgan Stanley
    About: As one of Australia’s leading providers of financial services to institutions, Morgan Stanley delivers financial service, backed by global resources and expertise.
  • Company: UBS Investment Bank
    About: UBS Group is a global invesment bank and financial service provider. UBS investment bank provides individuals, corporations, and institutions with wealth management, asset management, and investment bank services.
  • Company: Wells Fargo Securities
    About: Wells Fargo Securities is the trade name for the capital markets and investment banking services of Wells Fargo & Company and its subsidiaries. Wells Fargo & Company is a diversified financial institution and investment bank. The group provides financial services such as bank cards, loans, investment and pension management, and wealth management for individuals, small businesses and institutions.
Accounting Firm
  • Company: Wealth Lord Accountants
    About: Wealth Lord Accountants is a comprehensive consulting management firm integrating accountants, auditors, tax consultants and loan brokers together. Wealth Lord Accountants provides a series of professional and customized services for small and medium enterprises in Australia and abroad.
Mortgage Brokers
  • Company: FND Finance
    About: FND Finance is an established mortgage broker focused on finding clients the most competitive loans for their dream homes. In addition to mortgage broker services, FND Finance also caters to the financing needs of small and medium enterprises (SMEs), providing a variety of tailor-made loan options.