Industry Associations

Meritum Financial Group (Australian Financial Services Licensee 245569) was registered on March 1st 2004. Since then, Meritum (meaning merit in Latin) has grown substantially to have a presence across Australia. 

Meritum’s efficient and streamlined structure allows it’s authorised representatives to explore a wider range of solutions to meet their client’s specific needs and to ultimately add value for the client today but more importantly for the future.

Colonial First State, helping Australians with their investment, superannuation and retirement product needs since 1988, have become one of Australia's leading wealth management groups, with more than A$90 billion under management globally. 

Founded in Sydney in 1886 as Perpetual Trustees, Perpetual is one of Australia’s most experienced investment and trustee groups, one of the Top 100 companies listed on the Australian Securities Exchange and administer over $222 billion of client funds.

Platinum Asset Management is an Australian based fund manager which specialises in international equities. Platinum currently manages in excess of A$18 billion. Platinum's investment methodology is applied with the aim of achieving absolute returns for investors.

Since establishing the first indexed mutual fund in the US in 1976, the Vanguard Group has grown into one of the world's largest and most respected investment management companies. Vanguard’s global presence has been helping investors meet their long-term financial goals with A$1.5 trillion managed worldwide (A$80 billion in Australia).

Realindex Investments is an alliance between ColonialFirst State and US based Research Affiliates. The alliance was formed in 2008 to bring the Research Affiliates’ Fundamental Index™ (RAFI®) methodology to Australian investors. Realindex RAFI Funds combine many of the benefits of index investing with the potential to outperform traditional index funds.

PM CAPITAL is an Australian based specialist equity fund manager distinguished by an experienced and stable investment team with a successful long term global investment track record. It is majority owned by their staffs, who are substantial unit holders in the same funds offered to its clients.

NAB (National Australia Bank) is a financial services organisation of approximately 40,000 staff, 1,800 service centres, and 450,000 shareholders. They provide products, advice and services throughout Australia, the United Kingdom, New Zealand, the United States and Asia.

Magellan Financial Group is a funds management business focussed on global equities. Its investment objective is to maximise the after tax returns for investors through the patient, value-focussed, assessment of investments judged on a probability weighted basis, supported by leading corporate finance and mergers and acquisitions skills.

Macquarie Group (Macquarie) is a global provider of banking, financial, advisory, investment and funds management services listed in Australia (ASX:MQG). Macquarie’s main business focus is providing a diversified range of services to clients around the world. 

Recently merged with Australian Unity Investments (AUI), Lifeplan Funds Management is one of the largest managers of Friendly Society and Insurance Bonds in Australia. Lifeplan has a range of competitive, flexible and tax effective investments suitable for the different stages of your life. It manages approximately $10.2 billion in funds. 

ING Australia has been helping Australians grow and protect their wealth for over 120 years and is one of Australia’s leading fund managers, life insurers and superannuation providers. ING offers a comprehensive range of wealth management and insurance products, including Investments, Superannuation, Life insurance and General insurance.

Investors Mutual Limited (IML) is a specialist Australian equities fund manager and was established in May 1998. The IML team applies a conservative value-based investment style with a long-term focus and aims to deliver consistent returns for clients.

The Commonwealth Bank was founded under the Commonwealth Bank Act in 1911 and commenced operations in 1912, empowered to conduct both savings and general banking business. Today, it has grown to a business with more than 700,000 shareholders and over 38,000 employees. They offer a full range of financial services to help all Australians build and manage their finances.

With over A$75 billion funds under management, over 1,500 advisers and close to 2,000 employees, AXA is a leading provider of wealth management and financial protection products and services through brands including Australian Casualty & Life, ipac and Summit.

Aviva is one of the world’s largest insurance groups (largest in the UK) and are actively growing their long-term businesses in Asia Pacific and the USA. Their main activities are long-term savings, fund management and insurance. With 46,000 employees serving 53 million customers in 28 countries around the world, they currently have approximately £379 billion of funds under management. 

MLC is the wealth management division of the National Australia Bank (NAB) and provides investment, superannuation, insurance and private wealth solutions to its customers. MLC currently manages approximately $85 billion on behalf of its customers in Australia and uses a 'manager of managers' investment approach, meaning it does not directly manage investment funds.