About us

Who are we

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We have over 20 years of experience providing expert financial advice for both businesses and individuals. We make this belief a reality by putting clients first, leading with exceptional ideas, doing the right thing, and giving back.

Our Investment Committee brings decades of industry expertise in driving our investment approach, portfolio construction, and allocation advice. The committee ensures our investments are best in class, combining substantiated research with the most effective investing tools available today.

Jonathan Kindred
CEO Financia Australia

Helping Small Businesses just like yours

Among our partners we have Financial firms. Many of these organizations work with Fortune companies, to deliver compelling digital experiences on the Sitefinity platform that drive business growth and increase customer loyalty.

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Team

Our people

Among our partners we have Financial firms. Many of these organizations work with Fortune companies, to deliver compelling digital experiences on the Sitefinity platform that drive business growth and increase customer loyalty.

Among our partners we have Financial firms. Many of these organizations work with Fortune companies, to deliver compelling digital experiences on the Sitefinity platform that drive business growth and increase customer loyalty. Among our partners we have Financial firms. Many of these organizations work with Fortune companies, to deliver compelling digital experiences on the Sitefinity platform that drive business growth and increase customer loyalty.