Stephen Reed

Investment Administration Services Pty Ltd. (IAS) is the asset management subsidiary of Xplore Wealth Ltd., which is owned by HUB24 Ltd. (ASX: HUB) in Australia. The firm was founded in 2004 and is headquartered in Sydney. IAS serves as the Managed Discretionary Account (MDA) Operator and administrator of the Fintech Private Portfolios Managed Account Service.

Aracon Superannuation Pty Ltd. provides financial planning services. The company was founded on October 3, 2009 and is headquartered in Sydney, Australia.

Linear Financial Holdings Pty Ltd. provides platform and administration services to the financial services industry. The company is headquartered in Melbourne, Australia.

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.

Yarra Investment Management Ltd. (YIML) is an asset management firm headquartered in Sydney, Australia. The firm was founded in 1989 as Instanta Ltd. and underwent through numerous name changes. They were recently known as Nikko Asset Management Australia Ltd. (Nikko AM Australia). In April 2021, Yarra Capital Management Holdings Pty Ltd. acquired Nikko AM Australia and the firm subsequently became Yarra Investment Management Ltd. YIML manages assets of institutional, superannuation funds, charitable trusts and private clients across Australia.

Institute of Public Accountants Ltd. operates as a non-profit organization for accountants. It offers mentored experience program, diploma of accounting, and diploma of payroll services. The company was founded in 1923 and is headquartered in Melbourne, Australia.

Lonsec Research Pty Ltd. provides financial product research and investment insights to empower financial advice. Its research solutions include managed funds research, direct equities research, investment consulting, separately managed accounts and iRate. The company is headquartered in Melbourne, Australia.

Monash University operates as a public research university. It specializes in higher education, global engagement, postgraduate courses, undergraduate study, and PhD research. The company was founded on March 1961 and is headquartered in Clayton, Australia.

BT Funds Management Ltd. (BTFM) is the fund administration subsidiary of Westpac Financial Services Group Ltd., itself a subsidiary of Westpac Banking Corp. (SY: WBC) in Australia. Part of BT Financial Group, founded in 1969, the firm was formerly known as BT Asset Management Ltd. and became BT Funds Management Ltd. in 1994. BTFM is located in Sydney and distributes investments in managed funds and listed securities. They also offer general financial product advice for the financial products which they are authorized to provide.

Lonsec Fiscal Holdings Pty Ltd. provides investment and superannuation research services. It offers stock broking, investment and financial advisory solutions. The company was founded by Jeff Bresnahan in 2011 and is headquartered in Melbourne, Australia.

Vanguard Investments Australia Ltd. (Vanguard Australia) is an investment management firm headquartered in Melbourne, Australia. The firm was founded in 1996 and is a subsidiary of Belleisle LLC, ultimately owned by The Vanguard Group, Inc. in the US. Vanguard Australia manages several funds and personal pension plans for private and institutional investors and financial advisors. The firm is a signatory to the UN Principles for Responsible Investment (PRI).

Aura Funds Management is a venture capital firm, founded in 2013 by John Kolenda, Calvin NG and Eric Chan, headquartered at Sydney, New south wales with additional office in Melbourne & Singapore.

Part of Mind Solutions, Inc., White Knight Consulting, Inc. provides consulting services. The company is based in Lafayette, CA. White Knight Consulting was acquired by Mind Technologies, Inc. on May 15, 2008.

MLC Ltd. provides financial and estate planning, investment management, insurance and other related services. The company was founded in 1886 and is headquartered in North Sydney, Australia.

Grant Thornton Australia Ltd. provides audit, tax, and advisory services. It offers a range of services for private business clients in the areas of asset protection, exit strategies, taxation and regulatory compliance, financial and working capital modeling and management, strategic planning and assessment, structuring, succession and tax planning, transaction support and wealth management, and profit optimization. The firm also provides audit methodology and technology, business risk, operational consulting, recovery and reorganization, tax, and financial reporting advisory services for corporate companies. The company was founded in 2007 and is headquartered in Sydney, Australia.

Superannuation Administration Corp administers all types of superannuation funds. The company specializes in administering defined benefits schemes, accumulation funds, pensions and income streams across public sector, industry, corporate and retail funds. The firm also offers a range of premium services to enhance company’s clients’ offerings to their members, employers and advisers. The company was founded in 1912 and is headquartered in Sydney, Australia.

Part of Wrkr Ltd., Jagwood Pty Ltd. develops software solutions for electronic payments. The company is based in Sydney, Australia. The CEO of the Australian company is Donald Kenneth Sharp.

Part of Insignia Financial Ltd., Bridges Financial Services Pty Ltd. is an Australian company that provides financial planning services. The company is based in Sydney, Australia. The company was founded by Donald Kenneth Sharp, Colin R. Scully.

Investors Mutual Ltd. (IML) is a boutique Australian Equities Fund Manager which was founded by Anton Tagliaferro in 1998. Since 2017, the firm is a subsidiary of Natixis Investment Managers SA, ultimately held by BPCE SA in Paris. Headquartered in Sydney, IML offers various Australian Equity funds for individual and institutional clients. The firm is a responsible investor and signatory to the UN Principles for Responsible Investment (PRI).