Guy Ballard

Stockbrokers & Financial Advisers Association (SAFAA) is an organization that provides education and training to individuals in the financial industry. The non-profit company is based in Sydney, Australia. The Australian company has partnered with Accurium, a leading education provider in the SMSF space, to offer a superannuation course that covers specialist knowledge required for those looking to enter the industry. Additionally, SAFAA offers a fundamentals of securities course that focuses on providing candidates with the specialist knowledge necessary to understand the concepts of securities as they apply to retail general advice clients.

Euroz Hartleys provides financial services.

The Stockbrokers Association of Australia operates as a stock brokers association. The non-profit company is based in Sydney, Australia. Andrew Green has been the CEO of the Australian company since 2015.

Australian Institute of Co. Directors is a non-profit organization that provides leadership on director issues. It offers governance education, director development, and advocacy. The organization was founded in January 1, 1990 and is headquartered in Sydney, Australia.

Part of Euroz Hartleys Group Ltd., Dalton Street Capital Pty Ltd. is a systematic investment manager that uses evidence-backed behavioral-based strategies. The company is based in Sydney, Australia. The Australian company partner with Mantis Funds for operations and client services support, and investors in the Watermark Market Neutral Trust can contact Damien Hatfield for inquiries. Dalton Street Capital offers an Absolute Return Fund and a Market Neutral Trust for investment, and clients can subscribe to receive monthly performance reports and articles.

Westbury Partners (Westbury Partners) is a venture capital firm founded in 1995 by Joseph Fogg and Richard Sicoli. The firm is headquartered in New York.

The Banking & Finance Oath Ltd. is an initiative that promotes ethical behavior, trust, and integrity in the banking and finance industry. The private company is based in Neutral Bay, Australia. The Australian company provides a practical guide to ethics and encourages young professionals to take the oath. The company offers programs for financial advisers and leaders on how to embed the oath and develop an ethical framework.

Koda Capital Pty Ltd. is an investment management and holding firm headquartered in Sydney, Australia. Formerly known as Helix Wealth Management Pty Ltd., the firm was founded by Steve Tucker and Paul Heath. Koda Capital provides holistic wealth management services for private clients and not-for-profits.

The Financial Services Council provides financial services. The private company is based in Sydney, Australia. and has subsidiaries in New Zealand. Sally Loane has been the CEO of the Australian company since 2014.

Chartered Accountants Australia & New Zealand is an association for chartered accountants that provides accounting services. The non-profit company is based in Auckland, New Zealand.

The Australian Bankers' Association operates as a bankers association that provides analysis, advice, and advocacy for the banking industry. The private company is based in Sydney, Australia. Anna Bligh has been the CEO of the Australian company since 2017.

Westoz Funds Management Pty Ltd. (WFM) is a fund management firm headquartered in Perth, Australia. The firm was founded in 2005 and is wholly owned subsidiary of Euroz Hartleys Group Ltd. (ASX: EZL) in Australia. WFM manages the investment portfolio of an unlisted investment company, Westoz Resources Fund Limited.

Australian Securities & Investments Commission operates as an independent commonwealth government body that enforces company and financial services laws to protect consumers, investors and creditors. Its strategic priorities include promoting investor and financial consumer trust and confidence; ensuring fair, orderly and transparent markets and; providing efficient and accessible registration. The firm regulates Australian companies, financial markets, financial services organizations and professionals who deal and advise in investments, superannuation, insurance, deposit taking and credit. It licenses and regulates people and businesses engaging in consumer credit activities. The company assesses how effectively authorized financial markets are complying with their legal obligations to operate fair, orderly and transparent markets. It also licenses and monitors financial services businesses to ensure that they operate efficiently, honestly and fairly in superannuation, managed funds, shares and company securities, derivatives and insurance businesses. The firm operates through its offices located in Adelaide, Brisbane, Canberra, Darwin, Hobart, Melbourne, Perth and Sydney. Australian Securities & Investments Commission was founded in 1991 and is headquartered in Sydney, Australia.