David Matesic

Onevue Wealth Services Ltd. (OneVue) is an investment and holding firm headquartered in Sydney, Australia. Formerly known as Select Investment Partners Ltd., the firm provides investment advisory and management services to various clients.

Findex Advice Services Pty Ltd. provides wealth management and financial advisory services. The company’s services include advice, management and guidance, superannuation and retirement strategies, portfolio management, investment opportunities and funds and client investment administration. The firm also offers Risk Insurance Service and General Insurance. The company was founded by Tim Marshall in 2002 and is headquartered in Sydney, Australia.

Part of Deloitte LLP (New York), ParaFlare Pty Ltd. is an Australian company that provides cyber security services. The company is based in Surry Hills, Australia. The company was founded in 2016 by Frank Santucci, Adam McCarthy. Adam McCarthy has been the CEO of the company since 2016. ParaFlare was acquired by Deloitte Corporate Finance Pty Ltd. on August 02, 2023.

Perpetual Investment Management Ltd. (PIML) is the investment management subsidiary of Perpetual Ltd. (ASX: PPT) in Australia. Headquartered in Sydney, PIML provides a broad range of investment strategies and products to Australian and international institutions, not-for-profit organizations, small businesses, financial advisers, high net-worth individuals and families.

Part of The Fitzpatricks Group, Fitzpatricks Private Wealth Pty Ltd. is an Australian company that provides investment and wealth management services. The company is based in Spring Hill, Australia. The CEO of the company is Matt Fogarty.

Part of Bank of America Corp., Merrill Lynch (Australia) Pty Ltd. is an Australian company that provides online lease financing services. The company is based in Sydney, Australia.

Financial Planning Association of Australia Ltd. a non-profit organization, which engages in the provision of financial advisory services. It offers certified financial planner certification, life risk specialist program, and continuing professional development. The company was founded in 1992 and is headquartered in Sydney, Australia.

First Sentier Investors (Australia) IM Ltd. (FSIAIM) is the wholly-owned Australian asset management subsidiary of First Sentier Investors Holdings Pty Ltd., ultimately held by Mitsubishi UFJ Financial Group, Inc. (MUFG) (TYO: 8306) in Japan. The firm was founded as Colonial First State Asset Management (Australia) Ltd. (CFSAMA) in 2005 as a separate business from the retail product distribution services offered by Colonial First State Investments. Headquartered in Barangaroo, FSIAIM provides investment, superannuation and retirement products to individuals as well as corporate and superannuation fund investors. Their clients are institutional investors and accredited investors.

The Future Fund Management Agency (FFMA) is the investment management subsidiary of government-owned Future Fund Board of Guardians (Board of Guardians) in Australia. The firm was founded in 2006 by the Future Fund Act to support the Board of Guardians in their mission to assist future Australian governments meet the cost of public sector superannuation liabilities. Headquartered in Melbourne, FFMA develops recommendations to the Board of Guardians on the most appropriate investment strategy for each sovereign wealth fund.

Hillross Financial Services Ltd. provides financial planning services. It has partners with their clients to understand their needs to develop strategies that meet their financial & lifestyle needs. It identifies opportunities to meet its client's needs, which are flexible enough to respond to the ever-changing market and environment. It has a national network of more than 300 financial advisers in over 100 films across Australia.

Bank of New Zealand Ltd. engages in the provision of banking and financial products and services. It operates through the following segments: Partnership Banking; and Corporate and Institutional Banking. The company was founded on July 29, 1861 and is headquartered in Auckland, New Zealand.

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.

QIC Ltd. is a government-owned fund management firm headquartered in Brisbane, Australia. The firm was founded in 1991 by the Queensland Government to serve its long-term investment responsibilities and has grown into a long-term specialist manager in alternatives. QIC offers a range of services which includes traditional, alternative and tailored strategic solutions to institutional investors in Australia and internationally.

Yabonza Australia Pty Ltd. provides property management services. The company was founded by Mark Trowell and John Bush is headquartered in North Sydney, Australia.

BT Financial Group Pty Ltd. provides online investment balance and transaction services. It offers investment, superannuation, retirement income products, financial advice, and insurance options. The company was founded in 1969 and is headquartered in Sydney, Australia.

Part of Qantm Intellectual Property Ltd., Sortify Tm Ltd. is a New Zealander company that offers trademark goods and services software to simplify the work of trademark attorneys. The company is based in Auckland, New Zealand. The company's Sortify.tm Attorney productivity suite is built by IP lawyers for trademark professionals and in-house IP lawyers. It is the world's most advanced AI-based ranking, sorting, and specification creation software. The company was founded by Narly Kalupahana, Claire Foggo, Alan Potter. Claire Foggo has been the CEO since incorporation. Sortify Tm was acquired by Qantm Intellectual Property Ltd. on October 01, 2021 for $7.74 million.

Australian Ethical Investments Ltd. (Investment Management) (Australian Ethical-IM) is the investment management division of Australian Ethical Investment Ltd. (ASX: AEF) headquartered in Sydney, Australia. Australian Ethical-IM was founded in 1986 and manages diversified portfolios composed of ethical companies for individual and institutional clients.

Part of Australian Ethical Investment Ltd., Australian Ethical Superannuation Pty Ltd. is a company that provides pension fund management services. The company is based in Wollongong, Australia. The CEO of the company is John McMurdo.

Magellan Asset Management Ltd. (dba MFG Asset Management) is the wholly owned asset management subsidiary of Magellan Financial Group Ltd. (ASX: MFG) in Australia. The firm was founded by Hamish Douglass and Chris Mackay in 2006. Headquartered in Sydney, MFG Asset Management offers global equity, infrastructure and global sustainable investment strategies to institutional investors located throughout the world and intermediated investors in Australia and New Zealand. The firm also manages these strategies in segregated, advisory, sub-advisory relationships and via globally focused investment funds for institutional and retail investors internationally.

REALSIDE FINANCIAL GROUP PTY LTD provides investment services. The private company is based in Sydney, Australia.

Part of Pinnacle Investment Management Group Ltd., Winston Capital Partners Pty Ltd. provides fund management services. The company is based in Sydney, Australia. Andrew Fairweather, Stephen Robertson has been the CEOs since 2012. The Australian company was founded in 2012 by Andrew Fairweather, Stephen Robertson. Winston Capital Partners was acquired by Pinnacle Investment Management Group Ltd. on September 09, 2021.

Social Ventures Australia Ltd. provides funding, support, and consulting services to the social sector. The company was founded by Michael Traill in 2002 and is headquartered in Sydney, Australia.

Arkx Investment Management Pty Ltd. provides investment advisory services. The company was founded by Geoff Evison in 2007 and is headquartered in Sydney, Australia.

UniSuper Ltd. is the pension fund management subsidiary of UniSuper Superannuation Fund in Australia. The firm was founded in 2000 when the Superannuation Scheme for Australian Universities and the Tertiary Education Superannuation Scheme merged. Headquartered in Melbourne, the industry superannuation fund is dedicated to higher education and research sector professionals in Australia. UniSuper is a member-focused, not-for profit fund which exists exclusively for their members' benefit. They are a socially responsible investor which aims to reduce the social, environmental and financial risks related to their operations.

Colonial First State Investments Ltd. (CFSIL) is an asset management and holding firm headquartered in Sydney, Australia. Founded in 1988, CFSIL provides superannuation, investment and retirement products to members as well as to corporate and superannuation fund investors.

Egp Capital operates as an Australian investment company. The private company is based in Sydney, Australia.

Cuffelinks Pty Ltd. provides independent publishing services. It offers topics such as taxation, strategy, economics, investing, and planning. The company was founded by Chris Cuffe, David Bell, Graham Hand and Ashley Owen in 2012 and is headquartered in Sydney, Australia.