Authorised Representatives
Listed Investments - Brokers (advice and dealing) This group's sole business activity is to assist investors with their listed investments.
Long term investing: Arbalist Capital arbalistcapital.com.au Cleo Nanni sole trader Henderson Lyon, JM Investments & Advisory jminvest.com.au Kangela Investments, Kayrod Trust
Short term trading: M3 Investment Group m3group.com.au
Business Deposit Product Advisors
JCD Capital Advisors jcdcapital.com.au
Investment Advisors
Jevons Global jevonsglobal.com RAAS Research Group raasgroup.com Deep Data Analytics
Pitt Street Reseach pittstreetresearch.com
Other
Alignment Capital; Archangel Consulting; ARQ Capital; Bamford Capital; Birchgrove Capital Partners; Bridge Street Capital Partners bridgestreetcapital.com.au Canary Capital, Carche, CBD Capital Partners, Conquest Capital, CR Capital Consulting, Curzon Consulting, Ethicus Advisory Partners, Groundwork, Leinster Capital, Lennoxgrove Capital, Lynx Advisors, Molo Capital, Panthea Capital, Prandium Capital, Prenzler Group, Saffron Partners, Saint Gabriel, Schoolhouse Solutions, TPC Consulting, Trade for Good, Twyford Hawk, Value3.
DISCLAIMER
Authorised Representatives provide financial advice as honest and reasonable opinions held at a point in time about an investment's risk profile and merit and the information is provided by the Representatives in good faith. The Representative has no obligation to update the opinion unless the Representative is currently contracted to provide such an updated opinion. The Representative does not warrant the accuracy of any information it sources from others. All statements as to future matters are not guaranteed to be accurate and any statements as to past performance do not represent future performance. Assessment of risk can be subjective. The Representative does not stand behind the capital value or performance of any investment.
Portfolios of equity investments need to be well diversified and the risk appropriate for the investor. You acknowledge that you have assessed your own risk profile, with or without assistance from an AFSL holder licensed to provide such an assessment. We are licensed to provide financial advice but not to assess or take account of your personal risk profile (general advice warning).
Equity investments in listed or unlisted companies yet to achieve a profit or with an equity value less than $50 million should collectively be a small component of a balanced portfolio, with smaller individual investment sizes than otherwise.
The science of climate change is common knowledge and its impacts may damage the global economy. Mitigating climate change may also disrupt the global economy. Investors need to make their own assessments and we disclaim any liability for the adverse impact of either climate change or mitigating strategies on any investment we recommend.