City of Melbourne
Melbourne Financial Services Directory
City of Melbourne
Melbourne Financial Services Directory
Melbourne has firmly established itself as a modern and dynamic 21st Century city and a major business and
investment destination.
In 2010, our finance and insurance sector boasted more than 900 establishments and employed around 60,000 people.
And Melbourne is the dominant Australian location for superannuation and funds management with the sector worth
around $400 billion – 40 per cent of the national market.
Melbourne is also an international centre for financial services education and research with organisations such as the
Australian Centre for Financial Studies and the Australian Institute of Superannuation Trustees, which is the principal
advocate and peak representative body for the not-for-profit superannuation sector.
This new directory lists Melbourne’s key financial service head offices, as well as organisations that have a regional
presence in the city. This includes institutions and professional services across banks and mutual institutions, pension
funds, brokers, asset and wealth managers, insurance, industry and professional associations and ancillary service
providers.
Melbourne has earned its formidable reputation as a major business and investment destination through a combination
of hard work and innovation. We encourage you to explore the opportunities our great city offers.
Robert Doyle
Cr Kevin Louey
Lord Mayor
Chair, Economic Development portfolio
City of Melbourne – Melbourne Financial Services Directory
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City of Melbourne
Melbourne Financial Services Directory
The City of Melbourne commissioned the Australian Institute of Superannuation Trustees (AIST) to develop the
Financial Services Directory. Research to develop the guide was conducted from May – December 2012. AIST
apologises for any businesses omitted from the current version of the directory and it is likely that there will be further
editions to amend any omissions.
The quantitative desktop research, performed by AIST’s expert research staff, reviewed over 300 businesses who met
the directory criteria to profile and highlight the capabilities of Melbourne organisations in the financial services sector to
business and investors.
Organisation selection was based on the location within City of Melbourne boundaries and alignment with City of
Melbourne’s International Partner cities, office status IE: head offices were included, branches or sub offices were not,
and any major financial institutions head offices which were not found in the boundaries of City of Melbourne
municipality.
The City of Melbourne would like to acknowledge the Victorian Government for providing guidance about the content in
this directory.
City of Melbourne – Melbourne Financial Services Directory
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Table of Contents
Melbourne CBD Cluster Map
iv
City of Melbourne Boundary Cluster Map
v
Retail Banks and Mutual Institutions
01
Investment and other Banks including representative offices
13
Pension (Superannuation) Funds
19
Asset Managers
– Private Equity and Venture Capital Firms
32
– Asset Consultants and Research Houses
34
Brokers and Wealth Managers
54
Insurance
63
Industry and Professional Associations
69
Ancillary Service Providers
– Custodians and Administrators
75
– Legal Firms
79
– Accounting Firms
91
Company directory
102
Appendix - Regulatory Overview
– Regulators
International Partner Cities
City of Melbourne – Melbourne Financial Services Directory
108
114
p.iii
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p.iv
City of Melbourne – Melbourne Financial Services Directory
p.v
City of Melbourne – Melbourne Financial Services Directory
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Retail Banks and Mutual Institutions
This category is broken up into three different types of organisations. A bank is an organisation that provides deposit
and lending products to clients and is generally run for the benefit of their shareholders. A building society is similar to a
bank in that they also provide banking services to clients; however where they differ is that they are generally not-forprofit organisations run for the benefit of their members. In Australia building societies are required to be incorporated.
A credit union is similar to a building society and profits returned to clients.
The major organisations have regional offices in Melbourne, which provide services like home loans, credit cards,
deposits, insurance, business banking and wealth management.
Businesses in this category:
Arab Bank Australia
2
Australia and New Zealand Banking Group Limited (ANZ)
2
Australian Defence Credit Union Limited (ADCU)
2
Bank of China (Australia) (BOC)
3
Bank of Cyprus Australia Limited
3
Bank of Melbourne
4
Bankmecu
4
Beirut Hellenic Bank
4
Big Sky Building Society Limited
5
Citibank Australia (Citi)
5
Commonwealth Bank of Australia (CBA)
6
Defence Bank
6
GE Money
7
Latvian Australian Credit Co-operative Society Limited
7
Maritime, Mining & Power Credit Union Limited
7
ME Bank
8
Mega International Commercial Bank
8
National Australia Bank Limited (NAB)
9
Police Credit Union Limited
9
Rabobank
9
RBS Group (Australia) Pty Limited
10
The Bank of Tokyo-Mitsubishi UFJ
10
The Northern Trust Company
11
TransComm Credit Co-operative Limited
11
United Overseas Bank Ltd (UOB)
11
Westpac Banking Corporation
12
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Retail Banks and Mutual Institutions
Arab Bank Australia
Office Address
492 Sydney Road Coburg
Victoria Australia 3000
Ph:
1800 27 22 22
email: Email contact form located in website
Web: www.arabbank.com.au
Arab Bank was the first private banking institution in the Arab World. Arab Bank Australia specialises in deposits,
loans, business banking, trade, insurance and foreign exchange.
Key Services Offered
Private and Retail Banking
Type of Office
Regional Office
Type of Organisation
Retail Banks and Mutual Institutions
Australia and New Zealand Banking Group Limited (ANZ)
Office Address
Level 9 388 Collins Street Docklands
Victoria Australia 3008
Ph:
Fax:
email:
Web:
03 9273 5555
03 8542 5252
Email contact form located in website
www.anz.com
ANZ is one of Australia’s largest banks with their Australian operations (commercial and retail banking) making up the
largest part of their business. ANZ Melbourne focuses on the bank’s retail, commercial and wealth management
customers.
Key Services Offered
Private, Retail and Commercial Banking
Type of Office
Head Office
Type of Organisation
Retail Banks and Mutual Institutions
Australian Defence Credit Union Limited (ADCU)
Office Address
H Block 256-310 St Kilda Road Southbank
Victoria Australia 3006
Ph:
03 9682 3642
email: service@adcu.com.au
Web: www.adcu.com.au
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Retail Banks and Mutual Institutions
Australian Defence Credit Union provides banking services to defence personnel, defence contractors and their
families. ADCU focuses on the defence community, however they also welcome members from the general public.
Key Services Offered
Retail Banking and Insurance
Type of Office
Regional Office
Type of Organisation
Retail Banks and Mutual Institutions
Bank of China (Australia) (BOC)
Office Address
270 Queen Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9602 3655
03 9602 3383 / 03 9602 3385
melbourne_au@bank-of-china.com
www.bocau.com.au
Operating in Australia for over 20 years, Bank of China is one of the big four state-owned commercial banks of the
People’s Republic of China. Bank of China aims to be the gateway to China with more than 10,000 branches in most
big cities throughout the world. Together with their customer-oriented quality financial services in Australia, they help
expand business to China.
Key Services Offered
Private, Retail and Commercial Banking
Type of Office
Regional Office
Type of Organisation
Retail Banks and Mutual Institutions
Bank of Cyprus Australia Limited
Office Address
Level 41 Rialto Towers 525 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8627 2727
03 8627 2777
service@bankofcyprus.com.au
www.bankofcyprusaustralia.com.au
Bank of Cyprus Australia Limited is a wholly owned subsidiary of Bendigo and Adelaide Bank Limited. Bank of Cyprus
Australia offers a wide range of banking services to customers from 14 branches across Victoria, New South Wales
and South Australia. Bank of Cyprus Australia is a boutique financial services provider that can provide fast, flexible
and responsive services, while having the confidence of being in a larger Australian banking group.
Key Services Offered
Retail Banking and Private Banking
Type of Office
Head Office
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Retail Banks and Mutual Institutions
Type of Organisation
Retail Banks and Mutual Institutions
Bank of Melbourne
Office Address
Level 14 100 Queen Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9273 5555
03 9273 6142
Email contact form located in website
www.bankofmelbourne.com.au
Bank of Melbourne is a subsidiary of the major Australian bank Westpac which commenced operations on 25 July
2011. Bank of Melbourne offers personal, business and corporate banking as well as wealth management solutions.
Key Services Offered
Private, Retail and Commercial Banking
Type of Office
Head Office
Type of Organisation
Retail Banks and Mutual Institutions
Bankmecu
Postal Address
Private Bag 12 Kew
Victoria Australia 3101
Office Address
222 High Street Kew
Victoria Australia 3101
Ph:
Fax:
email:
Web:
132 888
03 9853 9294
mail@bankmecu.com.au
www.bankmecu.com.au
Bankmecu, formerly the Members and Education Credit Union (mecu), is an Australian financial co-operative based in
Kew, Victoria. They provide insurance alongside private, retail and commercial banking services for members.
Key Services Offered
Private, Retail and Commercial Banking
Type of Office
Head Office
Type of Organisation
Retail Banks and Mutual Institutions
Beirut Hellenic Bank
Office Address
215 Spring Street Melbourne
Victoria Australia 3000
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Retail Banks and Mutual Institutions
Ph:
Fax:
email:
Web:
03 9656 8500
03 9650 6510
Email contact form located in website
www.beiruthellenic.com.au
Beirut Hellenic Bank, formerly known as Laiki Bank Australia, has operated as a full service retail bank since
2001 with branches in Sydney, Melbourne and Adelaide. Since its inception, the Bank had earned the reputation of
working closely with its customers to understand and meet their individual needs.
Key Services Offered
Private and Retail Banking
Type of Office
Regional Office
Type of Organisation
Retail Banks and Mutual Institutions
Big Sky Building Society Limited
Postal Address
GPO Box 1801 Melbourne
Victoria Australia 3001
Office Address
Level 7 607 Bourke Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
1300 705 750
03 8635 2850
bigsky@bigsky.net.au
www.bigsky.net.au
Big Sky are a 40 year old Australia-wide financial services organisation serving 34,000+ customers spread throughout
metropolitan, regional and remote Australia. Big Sky offer banking, financial advice and Insurance services.
Key Services Offered
Private and Retail Banking
Type of Office
Head Office
Type of Organisation
Retail Banks and Mutual Institutions
Citibank Australia (Citi)
Office Address
Ground Floor 350 Collins Street Melbourne
Victoria Australia 3000
Ph:
03 8643 9110
email: australia@citi.com
Web: www.citi.com.au
Citibank Australia has provided financial services to Australian consumers, corporates, institutions and governments
for more than 30 years. Recognised for its innovative range of global products and services, Citibank Australia today
counts more than one million Australians and one thousand local corporate and institutional clients as valued
customers. Citibank provide retail, private and commercial banking services to individuals and corporations.
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Retail Banks and Mutual Institutions
Key Services Offered
Private, Retail and Commercial Banking
Type of Office
Regional Office
Type of Organisation
Retail Banks and Mutual Institutions
Commonwealth Bank of Australia (CBA)
Office Address
385 Bourke Street Melbourne
Victoria Australia 3000
Ph:
13 22 21
email: Email contact form located in website
Web: www.commbank.com.au
The Commonwealth Bank is one of Australia’s largest Banks, offering a full range of financial services to help all
Australians build and manage their finances. They provide a variety of financial services including retail, business and
institutional banking, funds management, superannuation, insurance, investment and broking services.
Key Services Offered
Private, Retail and Commercial Banking
Type of Office
Regional Office
Type of Organisation
Retail Banks and Mutual Institutions
Defence Bank
Postal Address
PO Box 14537 Melbourne
Victoria Australia 8001
Office Address
Level 5 31 Queen Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8624 5888
03 8624 5892
info@defencebank.com.au
www.defencebank.com.au
Defence Bank offers financial products and services to not only the Defence Force, but to the broader community as
well. With more than 85,000 members and more than $1.3 billion in assets under management, Defence Bank is one
of Australia’s larger member-owned banks. Unlike other banks, Defence bank does not make profits for shareholders
but instead reinvests profits back into the bank.
Key Services Offered
Retail Banking
Type of Office
Head Office
Type of Organisation
Retail Banks and Mutual Institutions
City of Melbourne – Melbourne Financial Services Directory
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Retail Banks and Mutual Institutions
GE Money
Office Address
572 Swan Street Burnley
Victoria Australia 3121
Ph:
03 9921 6522
email: Email contact form located in website
Web: www.gemoney.com.au
GE Money is a leading consumer finance company in Australia and New Zealand. In Australia, the GE Money brand
encompasses the GE Consumer Finance and GE Capital Finance businesses. The company provides car, boat,
personal and consolidation loans, credit cards, mortgages and insurance.
Key Services Offered
Retail Banking and Insurance
Type of Office
Head Office
Type of Organisation
Retail Banks and Mutual Institutions
Latvian Australian Credit Co-operative Society Limited
Office Address
Level 8 313 Little Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9650 4704
03 9654 3038
lacc@latviancredit.com.au
www.latviancredit.com.au
The Latvian Australian Credit Cooperative was formed in 1960. They provide a variety of financial services to their
members, including loans and investments.
Key Services Offered
Private/Retail Banking, International Money Transfers, and Overseas Drafts
Type of Office
Head Office
Type of Organisation
Retail Banks and Mutual Institutions
Maritime, Mining & Power Credit Union Limited
Office Address
46-54 Ireland Street West Melbourne
Victoria Australia 3003
Ph:
Fax:
03 9328 4941
03 9328 1436
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Retail Banks and Mutual Institutions
email: mail@mmpcu.com.au
Web: www.mmpcu.com.au
Maritime, Mining & Power Credit Union (MMPCU) is a member-owned co-operative that has been operating since
1970, serving the needs of its members Australia wide. The services they offer include a complete range of financial
services including savings accounts, term deposits, home loans, personal loans, insurance and financial planning.
Key Services Offered
Insurance, Financial Planning and Private/Retail banking
Type of Office
Regional Office
Type of Organisation
Retail Banks and Mutual Institutions
ME Bank
Postal Address
PO Box 1345 Melbourne
Victoria Australia 3001
Office Address
Level 28 360 Elizabeth Street Melbourne
Victoria Australia 3000
Ph:
13 15 63
email: Email contact form located in website
Web: www.membersequity.com.au
Members Equity Bank (ME Bank) is 100% Australian owned and was established by industry super funds to provide a
banking alternative which focuses on low cost, no frills banking products. ME Bank is owned by Industry Super
Holdings and offer competitive, banking products and offer additional savings for those who are members of
Australian industry superannuation funds or unions.
Key Services Offered
Private, Retail and Commercial Banking
Type of Office
Head Office
Type of Organisation
Retail Banks and Mutual Institutions
Mega International Commercial Bank
Office Address
Level 20 459 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9620 0500
03 9620 0600
Email contact form located in website
www.megabank.com.tw
The Mega International Commercial Bank is a subsidiary of Mega Financial Holding Company. It is one of the leading
banks in Taiwan. Mega International Commercial Bank Co. Ltd. has come into being as a result of the merger of The
International Commercial Bank of China and Chiao Tung Bank. Mega international provides private, retail and
commercial banking.
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Retail Banks and Mutual Institutions
Key Services Offered
Private, Retail and Commercial Banking
Type of Office
Regional Office
Type of Organisation
Retail Banks and Mutual Institutions
National Australia Bank Limited (NAB)
Office Address
Level 34 500 Bourke Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8641 3500
03 8641 4927
Email contact form located in website
www.nab.com.au
National Australia Bank (NAB) is one of the four largest financial institutions in Australia in terms of market
capitalisation and customers. They offer private, retail and commercial banking products.
Key Services Offered
Private, Retail and Commercial Banking
Type of Office
Head Office
Type of Organisation
Retail Banks and Mutual Institutions
Police Credit Union Limited
Office Address
121 Cardigan Street Carlton
Victoria Australia 3053
Ph:
Fax:
email:
Web:
13 63 73
03 9349 1631
carlton@policecredit.com.au
www.policecredit.com.au
Police Credit is an Australian credit union. They offer a wide range of financial services to specific sectors of the
community – emergency services, the health industry and government departments.
Key Services Offered
Insurance, Financial Planning and Private/Retail Banking
Type of Office
Head Office
Type of Organisation
Retail Banks and Mutual Institutions
Rabobank
Office Address
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Retail Banks and Mutual Institutions
Level 9 1 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9940 8400
03 9222 5134
melbourne@rabobank.com
www.rabobank.com.au
Rabobank is a financial services provider with offices worldwide. In Australia, Rabobank operates in the following four
core businesses; business banking, rabodirect, rural and corporate financial services. Rabobank primarily focus on the
food and agribusiness sectors.
Key Services Offered
Corporate Financial Services, Rural Finance and Business Banking
Type of Office
Regional Office
Type of Organisation
Retail Banks and Mutual Institutions
RBS Group (Australia) Pty Limited
Office Address
Level 27 367 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9612 1311
03 9612 1377
Email contact form located in website
www.rbs.com.au
The Royal Bank of Scotland is a subsidiaries of The Royal Bank of Scotland Group, providing a range of retail and
corporate banking, financial markets, insurance and wealth management services.
Key Services Offered
Private, Retail and Commercial Banking
Type of Office
Regional Office
Type of Organisation
Retail Banks and Mutual Institutions
The Bank of Tokyo-Mitsubishi UFJ
Office Address
Level 18 600 2-7-1 Bourke Street Melbourne
Victoria Australia 3000
Ph:
03 9602 8999
email: Email contact form located in website
Web: www.bk.mufg.jp
The Bank of Tokyo provides financing, hedging and investing solutions to retail, corporate, institutional, personal and
governmental clients. Their product suite includes foreign exchange, interest rate derivatives, commodity derivatives,
personal banking and money market products.
Key Services Offered
City of Melbourne – Melbourne Financial Services Directory
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Retail Banks and Mutual Institutions
Global Markets, Corporate & Investment Banking, Transaction Banking, Yen Custody and Payment Solution to
Financial Institutions
Type of Office
Regional Office
Type of Organisation
Retail Banks and Mutual Institutions
The Northern Trust Company
Office Address
80 Collins Street Melbourne
Victoria Australia 3000
Ph:
03 9947 9300
email: Email contact form located in website
Web: www.northerntrust.com
Northern Trust is a global leader in delivering innovative investment management and financial solutions for
institutions and individuals. Northern Trust offer investment and financial services.
Key Services Offered
Investment Management and Banking Solutions
Type of Office
Regional Office
Type of Organisation
Retail Banks and Mutual Institutions
TransComm Credit Co-operative Limited
Office Address
99 King Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9629 4484
03 9629 4905
enquire@transcomm.com.au
www.transcomm.com.au
Transcomm Credit Union offers a range of lifestyle products and services for individuals. Transcomm is a member
owned organisation focussing on private and retail banking.
Key Services Offered
Financial Services and Private/Retail Banking
Type of Office
Head Office
Type of Organisation
Retail Banks and Mutual Institutions
United Overseas Bank Ltd (UOB)
Office Address
Level 7 350 Collins Street Melbourne
Victoria Australia 3000
City of Melbourne – Melbourne Financial Services Directory
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Retail Banks and Mutual Institutions
Ph:
Fax:
email:
Web:
03 9642 4808
03 9642 4877
Email contact form located in website
www.uobgroup.com
United Overseas Bank Limited (UOB) has a well-established regional presence, particularly in Asia where they have
banking subsidiaries in Singapore, Malaysia, Indonesia, Thailand and China. With their strong foothold in the region,
UOB understand the Asian corporate culture and business mindset and are well-placed to create opportunities by
linking their customers to their counterparts in Asia.
Key Services Offered
Asset Management, Stockbroking, Insurance, Corporate Finance, Private and Retail Banking
Type of Office
Regional Office
Type of Organisation
Retail Banks and Mutual Institutions
Westpac Banking Corporation
Office Address
142 Elizabeth Street Melbourne
Victoria Australia 3000
Ph:
03 8660 3966
email: Email contact form located in website
Web: www.westpac.com.au
In Australia, Westpac’s operations comprise four key customer-facing businesses, operating under the following
brands; Westpac Retail & Business Banking, Westpac Institutional Bank, St.George Banking Group, and BT Financial
Group, Australia. They provide financial advice and banking products and are one of Australia’s largest banks.
Key Services Offered
Financial Advise, Insurance, Private, Retail and Commercial Banking
Type of Office
Regional Office
Type of Organisation
Retail Banks and Mutual Institutions
City of Melbourne – Melbourne Financial Services Directory
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Investment and other Banks including representative offices
This category includes financial institutions that assist individuals, corporations and governments in raising capital by
underwriting and/or acting as the client’s agent in the issuance of securities.
An investment bank is not a deposit-taking institution.
Businesses in this category:
AMP Limited
14
BNP Paribas
14
BT Financial Group
14
Colonial First State
15
Commerzbank
15
Credit Suisse
16
Deutsche Bank
16
Goldman Sachs
17
HSBC
17
ING
17
J.P. Morgan Chase & Co.
18
N M Rothschild
18
City of Melbourne – Melbourne Financial Services Directory
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Investment and other Banks including representative offices
AMP Limited
Office Address
750 Collins Street Docklands
Victoria Australia 3008
Ph:
1300 157 173
email: Email contact form located in website
Web: www.amp.com.au
AMP Limited is a financial services company based in Australia. AMP offer financial planning advice, superannuation,
retirement savings and income products, investments, risk insurance and selected banking products.
Key Services Offered
Investment and Insurance
Type of Office
Regional Office
Type of Organisation
Investment and other Banks including representative offices
BNP Paribas
Postal Address
GPO Box 227E Melbourne
Victoria Australia 3001
Office Address
Level 21 101 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9227 3838
03 9227 3891
ip_au@bnpparibas-ip.com
www.bnpparibas-ip.com.au
BNP Paribas focuses on large Australian and international corporates, financial institutions and institutional investors.
They offer a wide range of value-added products and innovative solutions from lending to highly structured
transactions. The main focus is on corporate and investment banking, fixed income, energy and commodities (reserve
based lending, structured inventory financing, fuel and metal hedges), project finance, export finance as well as trade
finance.
Key Services Offered
Market Equities, Global Fixed Income and SRI Investment
Type of Office
Regional Office
Type of Organisation
Investment and other Banks including representative offices
BT Financial Group
Office Address
Level 24 367 Collins Street Melbourne
Victoria Australia 3000
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Investment and other Banks including representative offices
Ph:
Fax:
email:
Web:
03 9242 4444
03 9608 3196
Email contact form located in website
www.bt.com.au
BT Financial Group (BTFG) is the wealth management arm of the Westpac Group. BT’s core business is providing
investment, superannuation and retirement income products, financial advice and insurance options.
Key Services Offered
Investment and Insurance
Type of Office
Regional Office
Type of Organisation
Investment and other Banks including representative offices
Colonial First State
Postal Address
PO Box 178 Collins Street West Melbourne
Victoria Australia 8007
Office Address
Level 1 385 Bourke Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8628 5600
03 8628 5608
contactus@colonialfirststate.com.au
www.colonialfirststate.com.au
Colonial First State is owned by the Commonwealth Bank Group and is one of Australia’s leading wealth management
groups. Colonial First State’s wide range and investment management expertise spans Australian and global shares,
property, fixed interest, credit, infrastructure and private equity.
Key Services Offered
Investment and Superannuation
Type of Office
Regional Office
Type of Organisation
Investment and other Banks including representative offices
Commerzbank
Postal Address
PO Box 267 Collins Street West
Victoria Australia 8007
Office Address
Level 4 410 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8644 3006
03 8644 3008
Email contact form located in website
www.commerzbank.com
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Investment and other Banks including representative offices
Commerzbank AG is a German global banking and financial services company with its headquarters in Frankfurt am
Main, Germany. It is the second-largest German bank after Deutsche Bank. Commerzbank is mainly active in
commercial bank, retail banking and mortgaging.
Key Services Offered
Private, Retail and Commercial Banking
Type of Office
Regional Office
Type of Organisation
Investment and other Banks including representative offices
Credit Suisse
Office Address
Level 41 101 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9280 1808
03 9280 1809
pb.australia@credit-suisse.com
www.credit-suisse.com.au
Credit Suisse Group is a world-leading financial services company, advising clients in all aspects of finance. They
provide private, investment banking and asset management services.
Key Services Offered
Banking and Asset Management
Type of Office
Regional Office
Type of Organisation
Investment and other Banks including representative offices
Deutsche Bank
Office Address
Level 23 333 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9270 4141
03 9270 4144
dwsclient.aus@dws.com
www.australia.db.com
Deutsche Bank is a leading global banking and financial services company with a substantial private clients franchise.
The bank offers financial products and services for corporate and institutional clients along with private and business
clients. Services include sales, trading, research and origination of debt and equity; mergers and acquisitions (M&A);
risk management products, such as derivatives, corporate finance, wealth management, retail banking, fund
management, and transaction banking.
Key Services Offered
Investments, Retail and Private Banking
Type of Office
Regional Office
City of Melbourne – Melbourne Financial Services Directory
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Investment and other Banks including representative offices
Type of Organisation
Investment and other Banks including representative offices
Goldman Sachs
Office Address
Level 17 101 Collins Street Melbourne
Victoria Australia 3000
Ph:
03 9679 1111
email: Email contact form located in website
Web: www.goldmansachs.com
The Goldman Sachs Group is a leading investment banking firm that engages in global investment banking,
securities, investment management, and other financial services primarily with institutional clients.
Key Services Offered
Securities, Investment Management, Investment Banking and Financial Services
Type of Office
Regional Office
Type of Organisation
Investment and other Banks including representative offices
HSBC
Office Address
271 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
1300 308 008
03 9039 6809
Email contact form located in website
www.hsbc.com.au
HSBC is a universal bank and is organised within four business groups: Commercial Banking, Global Banking and
Markets (investment banking), Retail Banking and Wealth Management (retail banking and consumer finance), and
Global Private Banking. In Australia, the HSBC Group offers an extensive range of financial services through a
network of 35 branches and offices.
Key Services Offered
Retail Banking, Commercial Banking and Financial Services
Type of Office
Regional Office
Type of Organisation
Investment and other Banks including representative offices
ING
Office Address
570 Bourke Street Melbourne
Victoria Australia 3000
Ph:
1300 550 805
email: Email contact form located in website
Web: www.ingdirect.com.au
City of Melbourne – Melbourne Financial Services Directory
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Investment and other Banks including representative offices
The ING Group is a global financial institution offering retail banking, direct banking, commercial banking, investment
banking, asset management, and insurance services. ING DIRECT (the trading name of ING Bank (Australia) Limited)
is the world’s leading direct savings bank and is wholly owned by ING Group.
Key Services Offered
Retail Banking, Commercial Banking and Financial Services
Type of Office
Regional Office
Type of Organisation
Investment and other Banks including representative offices
J.P. Morgan Chase & Co.
Office Address
Level 23 Bourke Place 600 Bourke Street Melbourne
Victoria Australia 3000
Ph:
03 9633 4000
email: Email contact form located in website
Web: www.jpmorgan.com.au
J.P. Morgan is one of the world’s leading investment banks with broad product capabilities in Australia. They are a
fully integrated investment bank in Australia, with their brand being used by the investment banking, asset
management, private banking, private wealth management and treasury & securities services divisions.
Key Services Offered
Private Banking, Asset and Wealth Management
Type of Office
Regional Office
Type of Organisation
Investment and other Banks including representative offices
N M Rothschild
Office Address
Level 21 120 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9656 4600
03 9656 4700
Email contact form located in website
www.rothschild.com
N M Rothschild & Sons Limited commonly referred to as Rothschild is an English multinational investment banking
company, belonging to the Rothschild family. They offer expertise across the full range of financial advisory services.
In addition to general M&A and strategic advisory, specialist teams offer financing advice, including restructuring.
Key Services Offered
Private, Retail and Commercial Banking
Type of Office
Regional Office
Type of Organisation
Investment and other Banks including representative offices
City of Melbourne – Melbourne Financial Services Directory
p.18
Investment and other Banks including representative offices
City of Melbourne – Melbourne Financial Services Directory
p.19
Pension (Superannuation) Funds
Superannuation is a union-initiated long-term savings plan designed to help people in their retirement, often called
‘super’. Types of superannuation funds include Industry funds – run jointly by employers and unions solely to benefit
their members and retail funds – run by financial institutions for profit. Superannuation funds are similar to pension
funds that exist in other countries.
For-profit superannuation funds can be located in the Investment section of this directory as they provide a more
extensive range of investment services than just superannuation.
Businesses in this category:
AGEST Super
20
AUSfund
20
AustralianSuper
20
Care Super
21
Catholic Super
21
Cbus
22
Combined Fund
22
Equipsuper
23
ESSSuper
23
First State Super
23
FIRSTSUPER
24
HESTA Super Fund
24
HOSTPLUS
25
IRIS Pension
25
Legalsuper
26
LUCRF Super
26
Maritime Superannuation
26
Meat Industry Employees’ Superannuation Fund
27
Media Super
27
Prime Super
28
Professional Associations Super
28
REI Super
29
TWUSUPER
29
UniSuper
29
VicSuper
30
Victorian Independent Schools Superannuation Fund
30
Vision Super
31
City of Melbourne – Melbourne Financial Services Directory
p.20
Pension (Superannuation) Funds
AGEST Super
Office Address
Level 5 10 Artemis Lane Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9674 9333
03 9639 2565
trustee@agest.com.au
www.agest.com.au
AGEST Super is an industry super fund with membership predominantly from the Commonwealth, Northern Territory
and ACT Governments. They offer superannuation, insurance and financial planning.
Key Services Offered
Superannuation
Type of Office
Head Office
Type of Organisation
Pension (Superannuation) Funds
AUSfund
Office Address
Level 31 Casselden Place 2 Lonsdale Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9657 4303
03 9657 4322
admin@ausfund.net.au
www.unclaimedsuper.com.au
AUSfund (Australia’s Unclaimed Super Fund) is an Eligible Rollover Fund (ERF) and a fully complying and regulated
superannuation fund under Australian legislation. Generally, ERFs are super funds that receive small, lost and inactive
accounts transferred by other super funds. AUSFund’s main focus as an ERF is to help members get their
superannuation funds back to a regular superannuation fund.
Key Services Offered
Eligible Rollover Fund
Type of Office
Head Office
Type of Organisation
Pension (Superannuation) Funds
AustralianSuper
Office Address
Level 33 50 Lonsdale Street Melbourne
Victoria Australia 3000
Ph:
03 8648 3900
Fax:
03 8648 3999
email: email@australiansuper.com
City of Melbourne – Melbourne Financial Services Directory
p.21
Pension (Superannuation) Funds
Web:
www.australiansuper.com
AustralianSuper provides superannuation to meet a variety of needs. They are consistently amongst the highest
achievers and receive the highest possible ratings from the four superannuation ratings organisations that measure
the overall quality of a fund. They offer superannuation, insurance and financial planning.
Key Services Offered
Superannuation
Type of Office
Head Office
Type of Organisation
Pension (Superannuation) Funds
Care Super
Office Address
Level 5 53 Queen Street Melbourne
Victoria Australia 3000
Ph:
03 8623 0700
email: admin@caresuper.com.au
Web: www.caresuper.com.au
CareSuper is an industry super fund that was established to provide people with the means to save for a financially
secure retirement. It is the largest industry fund specialising in super for people engaged in professional, managerial,
administrative and service occupations. They offer superannuation, insurance and financial planning.
Key Services Offered
Superannuation
Type of Office
Head Office
Type of Organisation
Pension (Superannuation) Funds
Catholic Super
Postal Address
PO Box 333 Collins Street West Melbourne
Victoria Australia 8007
Office Address
Level 1 535 Bourke Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9648 4700
03 9648 4720
info@csf.com.au
www.csf.com.au
Catholic Super is an Australian industry superannuation fund. They offer superannuation for those that are employed
and the self-employed. They offer superannuation, insurance and financial planning.
Key Services Offered
Superannuation
Type of Office
City of Melbourne – Melbourne Financial Services Directory
p.22
Pension (Superannuation) Funds
Head Office
Type of Organisation
Pension (Superannuation) Funds
Cbus
Postal Address
Locked Bag 999 Carlton South
Victoria Australia 3053
Office Address
Level 28 Casselden Place 2 Lonsdale Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
1300 361 784
1300 361 794
Email contact form located in website
www.cbussuper.com.au
Cbus is an Australian superannuation fund established to provide superannuation services for members of the
building, construction and allied industries, their families and employers. They offer superannuation, insurance and
financial planning.
Key Services Offered
Superannuation
Type of Office
Head Office
Type of Organisation
Pension (Superannuation) Funds
Combined Fund
Office Address
Level 9 155 Queen Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9691 2900
03 9640 0787
super@combinedfund.com.au
www.combinedfund.com.au
Combined Fund was established in 1959 as Combined Schools Superannuation Fund and is a major provider of
superannuation and retirement benefits to the Private Education Sector. They offer superannuation, insurance and
financial planning services.
Key Services Offered
Superannuation
Type of Office
Head Office
Type of Organisation
Pension (Superannuation) Funds
City of Melbourne – Melbourne Financial Services Directory
p.23
Pension (Superannuation) Funds
Equipsuper
Postal Address
GPO Box 4303 Melbourne
Victoria Australia 3001
Office Address
Level 15 114 William Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
1800 682 626
03 9248 5990
Email contact form located in website
www.equipsuper.com.au
The Fund’s trustee, Equipsuper Pty Ltd, is known as a ‘hybrid’ fund, with proven, high-level competency in managing
both accumulation and defined benefit superannuation schemes. They offer superannuation, insurance and financial
planning services.
Key Services Offered
Superannuation
Type of Office
Head Office
Type of Organisation
Pension (Superannuation) Funds
ESSSuper
Postal Address
GPO Box 1974 Melbourne
Victoria Australia 3001
Office Address
Level 16 140 William Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9642 0902
1300 766 757
info@esssuper.com.au
www.esssuper.com.au
ESSSuper are one of Australia’s biggest super funds dedicated to serving Emergency Services and State employees.
They offer superannuation, insurance and financial planning services.
Key Services Offered
Superannuation
Type of Office
Head Office
Type of Organisation
Pension (Superannuation) Funds
First State Super
City of Melbourne – Melbourne Financial Services Directory
p.24
Pension (Superannuation) Funds
Office Address
Level 14 15 William Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8613 9400
03 9614 8048
enquire@firststatesuper.com.au
www.healthsuper.com.au
Based in Melbourne, Health Super is a division of First State Super and is an industry superannuation fund that
specialises in the Heath and Community Services sector. They offer superannuation, insurance and financial planning
services.
Key Services Offered
Superannuation
Type of Office
Head Office
Type of Organisation
Pension (Superannuation) Funds
FIRSTSUPER
Postal Address
PO Box 666 Carlton South
Victoria Australia 3053
Office Address
Level 3 200 Arden Street North Melbourne
Victoria Australia 3051
Ph:
Fax:
email:
Web:
1300 360 988
1300 362 899
mail@firstsuper.com.au
www.firstsuper.com.au
FIRSTSUPER is an Australian industry superannuation fund for the furniture, joinery, pulp & paper, forest & forest
products industries. They offer superannuation, insurance and financial planning services.
Key Services Offered
Superannuation
Type of Office
Head Office
Type of Organisation
Pension (Superannuation) Funds
HESTA Super Fund
Postal Address
PO Box 600 Carlton South
Victoria Australia 3053
Office Address
Level 20 Casselden Place 2 Lonsdale Street Melbourne
Victoria Australia 3000
Ph:
1800 813 327
City of Melbourne – Melbourne Financial Services Directory
p.25
Pension (Superannuation) Funds
Fax:
1300 368 636
email: hesta@hesta.com.au
Web: www.hesta.com.au
HESTA is the industry super fund for health and community services. They offer superannuation, insurance and
financial planning services.
Key Services Offered
Superannuation
Type of Office
Head Office
Type of Organisation
Pension (Superannuation) Funds
HOSTPLUS
Postal Address
Locked Bag 3 Carlton South
Victoria Australia 3053
Office Address
Level 9 114 William Street Melbourne
Victoria Australia 3000
Ph:
1300 467 875
email: info@mail.hostplus.com.au
Web: www.hostplus.com.au
HOSTPLUS are the industry superannuation fund for the hospitality, tourism, recreation and sport industries. They
offer superannuation, insurance and financial planning services.
Key Services Offered
Superannuation
Type of Office
Head Office
Type of Organisation
Pension (Superannuation) Funds
IRIS Pension
Office Address
Level 31 Casselden Place 2 Lonsdale Street Melbourne
Victoria Australia 3000
Ph:
1300 138 848
email: Email contact form located in website
Web: www.ifs.net.au
IRIS Retirement Income was created to help industry fund members to transition from working to retirement. It is also
open to members of other superannuation funds. They offer financial and investment advice.
Key Services Offered
Superannuation
Type of Office
Regional Office
City of Melbourne – Melbourne Financial Services Directory
p.26
Pension (Superannuation) Funds
Type of Organisation
Pension (Superannuation) Funds
Legalsuper
Office Address
Level 26 114 William Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9602 0100
03 9602 0111
mail@legalsuper.com.au
www.legalsuper.com.au
Legalsuper specialises in providing superannuation for the Australian legal sector. Anyone can join (whether
employed, self employed or spouses) including those working outside the legal profession. They offer superannuation,
insurance and financial planning services.
Key Services Offered
Superannuation
Type of Office
Regional Office
Type of Organisation
Pension (Superannuation) Funds
LUCRF Super
Postal Address
PO Box 211 North Melbourne
Victoria Australia 3051
Office Address
833 Bourke Street Docklands
Victoria Australia 3008
Ph:
Fax:
email:
Web:
1300 130 780
03 9326 6907
mypartner@lucrf.com.au
www.lucrf.com.au
LUCRF Super is Australia’s first industry super fund. They are a public offer fund open to all Australians. They offer
superannuation, insurance and financial planning services.
Key Services Offered
Superannuation
Type of Office
Head Office
Type of Organisation
Pension (Superannuation) Funds
Maritime Superannuation
Office Address
Level 4 6 Riverside Quay Southbank
Victoria Australia 3006
City of Melbourne – Melbourne Financial Services Directory
p.27
Pension (Superannuation) Funds
Ph:
Fax:
email:
Web:
1800 757 607 / 03 9686 0522
03 9686 0377
info@maritimesuper.com.au
www.maritimesuper.com.au
Maritime Super is the largest super fund of its kind for maritime workers, helping members and their families and
friends achieve financial security and dignity in retirement. They offer superannuation, insurance and financial
planning services.
Key Services Offered
Superannuation
Type of Office
Regional Office
Type of Organisation
Pension (Superannuation) Funds
Meat Industry Employees’ Superannuation Fund
Office Address
Level 2 62 Lygon Street Carlton South
Victoria Australia 3053
Ph:
Fax:
email:
Web:
1800 252 099
03 9662 2430
Email contact form located in website
www.miesf.com.au
Meat Industry Employees’ Superannuation Fund (MIESF) is an Australian industry superannuation fund, which open
to members of the meat industry. They offer superannuation, insurance and financial planning services.
Key Services Offered
Superannuation
Type of Office
Head Office
Type of Organisation
Pension (Superannuation) Funds
Media Super
Postal Address
GPO Box 4303 Melbourne
Victoria Australia 3001
Office Address
Level 14 Casselden Place 2 Lonsdale Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
1800 640 886
1800 246 707
Email contact form located in website
www.mediasuper.com.au
Media Super is an Australian superannuation fund which supports the people working in media, arts and
entertainment. They offer superannuation, insurance and financial planning services.
Key Services Offered
City of Melbourne – Melbourne Financial Services Directory
p.28
Pension (Superannuation) Funds
Superannuation
Type of Office
Regional Office
Type of Organisation
Pension (Superannuation) Funds
Prime Super
Office Address
Level 15 190 Queen Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
1800 675 839 / 03 8622 9375
1800 023 662
administration@primesuper.com.au
www.primesuper.com.au
Prime Super is the largest provider of superannuation to employers and employees in rural and regional Australia.
They offer superannuation, insurance and financial planning services.
Key Services Offered
Superannuation
Type of Office
Head Office
Type of Organisation
Pension (Superannuation) Funds
Professional Associations Super
Postal Address
PO Box 16041 Melbourne
Victoria Australia 8007
Office Address
Level 5 575 Bourke Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8605 4400
03 8605 4499
info@pasl.com.au
www.pasl.com.au
Professional Associations Super is an industry fund for the retail, recruitment and finance sector. They offer
superannuation, insurance and financial planning services.
Key Services Offered
Superannuation
Type of Office
Head Office
Type of Organisation
Pension (Superannuation) Funds
City of Melbourne – Melbourne Financial Services Directory
p.29
Pension (Superannuation) Funds
REI Super
Postal Address
GPO Box 4303 Melbourne
Victoria Australia 3001
Office Address
Level 7 Suite 2 10-16 Queen Street Melbourne
Victoria Australia 3001
Ph:
Fax:
email:
Web:
1300 13 44 33
03 9245 5827
Email contact form located in website
www.reisuper.com.au
REI Super is the fund of choice for those working in the real estate profession. REI Super works closely with all the
major real estate institutes, franchises and employer bodies to ensure that all real estate staff and employers have
access to the super information they may require. They offer superannuation, insurance and financial planning
services.
Key Services Offered
Superannuation
Type of Office
Head Office
Type of Organisation
Pension (Superannuation) Funds
TWUSUPER
Office Address
Level 25 Casselden Place 150 Lonsdale Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
1800 222 071
1300 889 807
memberservice@twusuper.com.au
www.twusuper.com.au
TWUSUPER are Australia’s largest industry super fund for people in transport and logistics. They offer
superannuation, insurance and financial planning services.
Key Services Offered
Superannuation
Type of Office
Head Office
Type of Organisation
Pension (Superannuation) Funds
UniSuper
Office Address
Level 35 385 Bourke Street Melbourne
Victoria Australia 3000
City of Melbourne – Melbourne Financial Services Directory
p.30
Pension (Superannuation) Funds
Ph:
Fax:
email:
Web:
1800 331 685
03 9910 6141
Email contact form located in website
www.unisuper.com.au
UniSuper is the industry super fund dedicated to all who work in Australia’s higher education and research sector.
They offer superannuation, insurance and financial planning services.
Key Services Offered
Superannuation
Type of Office
Head Office
Type of Organisation
Pension (Superannuation) Funds
VicSuper
Postal Address
GPO Box 89 Melbourne
Victoria Australia 3001
Office Address
Level 6 90 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
1300 366 216
03 9667 9610
Email contact form located in website
www.vicsuper.com.au
VicSuper is a superannuation fund that helps people meet their income needs in later life. They offer superannuation,
insurance and financial planning services.
Key Services Offered
Superannuation
Type of Office
Head Office
Type of Organisation
Pension (Superannuation) Funds
Victorian Independent Schools Superannuation Fund
Postal Address
GPO Box 4324 Melbourne
Victoria Australia 3001
Office Address
Level 17 181 William Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9258 6750
03 9258 6711
super@vissf.com.au
www.vissf.com.au
City of Melbourne – Melbourne Financial Services Directory
p.31
Pension (Superannuation) Funds
Victorian Independent Schools Superannuation Fund (VISSF) is the Fund for teachers and workers within Australian
schools. They offer superannuation, insurance and financial planning services.
Key Services Offered
Superannuation
Type of Office
Head Office
Type of Organisation
Pension (Superannuation) Funds
Vision Super
Postal Address
PO Box 18041 Collins Street East Melbourne
Victoria Australia 8003
Office Address
Level 5 1 Spring Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9911 3222
03 9911 3299
memberservices@visionsuper.com.au
www.visionsuper.com.au
Vision Super is a public offer superannuation fund open to all Australians. They offer superannuation, insurance and
financial planning services.
Key Services Offered
Superannuation
Type of Office
Head Office
Type of Organisation
Pension (Superannuation) Funds
City of Melbourne – Melbourne Financial Services Directory
p.32
Asset Managers: Private Equity and Venture Capital Firms
This category includes organisations which invest in companies or company specific projects. Private equity funding is
based on business fundamentals that traditionally involve investment into mature companies. In contrast, venture
capital funding involves funding into emerging/riskier companies or asset classes.
In Australia, venture capital funding is generally involves investments in mining or infrastructure projects.
Businesses in this category:
Austock
33
Industry Funds Management (IFM)
33
City of Melbourne – Melbourne Financial Services Directory
p.33
Asset Managers: Private Equity and Venture Capital Firms
Austock
Office Address
Level 12 15 William Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8601 2000
03 9200 2270
Email contact form located in website
www.austock.com
Austock Group is a publicly-listed, diversified investment and financial services group. The core of Austock’s business
model is to invest in early stage financial services businesses, leveraging a highly tax-effective structure.
Key Services Offered
Properties, Capital Management, Securities and Life Investment
Type of Office
Head Office
Type of Organisation
Private Equity and Venture Capital Firms
Industry Funds Management (IFM)
Office Address
Level 29 Casselden Place 2 Lonsdale Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8672 5300
03 8672 5301
Email contact form located in website
www.industryfundsmanagement.com
IFM is a world leading investment manager with over $34 billion in funds under management across four asset
classes in three of the world’s largest pension markets. IFM manages portfolios across infrastructure, listed equities,
private equity and debt via a global team based in Australia, North America and Europe. IFM’s clients include leading
wholesale investor brands, many of whom are also their shareholders.
Key Services Offered
Investment Management
Type of Office
Head Office
Type of Organisation
Private Equity and Venture Capital Firms
City of Melbourne – Melbourne Financial Services Directory
p.34
Asset Managers: Asset Consultants and Research Houses
This category consists of asset consultants and research houses which serve the financial services sector. Asset
consultants manage the assets organisations in the financial services industry, with an aim of providing targeted returns
for these organisations.
In Australia, asset consultants manage the assets of the Australian 1.4 trillion dollar superannuation industry.
Businesses in this category:
Bennelong Funds Management Ltd
36
BlackRock Investment Management (Australia) Limited
36
BNY Mellon
36
Bravura Solutions
38
Contango Asset Management
37
Cooper Investors
38
Cygnet Capital
38
Franklin Templeton Australia
38
Frontier Investment Consulting
39
Future Fund
39
Invesco
40
Investec Bank (Australia) Limited
40
IOOF
41
JANA Investment Advisers (JANA)
41
K2 Asset Management
41
Karara Capital
42
LaSalle Investment Management
42
Legg Mason
43
Leyland Private Asset Management
43
Mercer (Australia) Pty Ltd
44
MLC Investment Australia (MLC)
44
Morgan Stanley Investment Management
44
Mutual Limited
45
netwealth
45
PariTrade
46
Prime Value Asset Management
46
Private Client Adviser Services Pty Ltd
46
Pzena Investment Management
47
QIC
47
RBC Dexia Investor Services
48
Rice Warner Actuaries
48
Sequential Project Service
49
City of Melbourne – Melbourne Financial Services Directory
p.35
Asset Managers: Asset Consultants and Research Houses
SG Hiscock & Company Ltd
49
The Trust Company
49
Towers Watson
50
Trader Dealer Pty Ltd
50
TRU-Markets
51
Tyndall
51
UCA Funds Management
52
Vanguard
52
Victorian Funds Management Corporation (VFMC)
52
Western Asset Management Company Pty Ltd
53
City of Melbourne – Melbourne Financial Services Directory
p.36
Asset Managers: Asset Consultants and Research Houses
Bennelong Funds Management Ltd
Office Address
Level 2 Bennelong House 9 Queen Street Melbourne
Victoria Australia 3000
Ph:
1800 895 388
email: client.services@bennfundsmanagement.com.au
Web: www.bennfundsmanagement.com.au
Bennelong Funds Management nurtures a growing suite of boutique asset management teams, currently managing
$3 billion in Australian equities (small and large caps), as well as market neutral and absolute return hedge funds.
Bennelong Funds Management manages the Group’s commercial property and long/short Australian equities
investments.
Key Services Offered
Fund Management, Commercial Property and Equities Management
Type of Office
Head Office
Type of Organisation
Asset Consultants and Research Houses
BlackRock Investment Management (Australia) Limited
Postal Address
GPO Box 225 Melbourne
Victoria Australia 3001
Office Address
Level 18 120 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9657 3000
03 9657 3400
ics-australia@blackrock.com
www.blackrockinvestments.com.au
BlackRock is an investment company that offer a range of solutions including fundamental and quantitative active
management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain
broad exposure to the world’s capital markets.
Key Services Offered
Investment
Type of Office
Regional Office
Type of Organisation
Asset Consultants and Research Houses
BNY Mellon
Office Address
Level 5 350 Collins Street Melbourne
Victoria Australia 3000
City of Melbourne – Melbourne Financial Services Directory
p.37
Asset Managers: Asset Consultants and Research Houses
Ph:
Fax:
email:
Web:
03 9640 3900
03 9602 1236
Email contact form located in website
www.bnymellonam.com.au
Established in 2007 from the merger of Mellon Financial Corporation and The Bank of New York Company. BNY
Mellon is a leading investment management and investment services company, uniquely focused to help clients
manage and move their financial assets and succeed in the global marketplace.
Key Services Offered
Investment and Assets Management
Type of Office
Regional Office
Type of Organisation
Asset Consultants and Research Houses
Bravura Solutions
Office Address
Level 4 570 St Kilda Road Melbourne
Victoria Australia 3004
Ph:
Fax:
email:
Web:
03 9935 2300
03 9935 2311
Email contact form located in website
www.bravurasolutions.com
Bravura Solutions delivers business and strategic consulting services. With over 30 years of experience in developing
and maintaining large scalable financial systems, over 650 Bravura Solutions employees support clients from sixteen
offices around the world. Bravura Solutions’ software is installed globally, with a range of corporate clients in Australia,
UK, New Zealand, Asia, South Africa and Europe.
Key Services Offered
Business Consulting, and Wealth Software Applications
Type of Office
Regional Office
Type of Organisation
Asset Consultants and Research Houses
Contango Asset Management
Office Address
Level 27 35 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9222 2333
03 9222 2345
Email contact form located in website
www.contango.com.au
Contango Group has been established to provide investors with the opportunity to access the benefits of investment
primarily in the Australian share market utilising the portfolio investment and management skills of Contango Asset
Management Limited. Contango Asset Management Limited specialises in the management of Australian Equities
portfolios for institutional clients.
Key Services Offered
City of Melbourne – Melbourne Financial Services Directory
p.38
Asset Managers: Asset Consultants and Research Houses
Investment and Asset Management
Type of Office
Regional Office
Type of Organisation
Asset Consultants and Research Houses
Cooper Investors
Office Address
Level 1 60 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9660 2600
03 9660 2699
info@cooperinvestors.com
www.cooperinvestors.com
Cooper Investors Pty Limited (“CI”) is a specialist equity fund manager with funds under management of
approximately A$5 billion. We commenced operations in 2001 and we manage money for a range of clients including
large pension and superannuation funds, listed Australian companies, religious institutions, Australian State
Government agencies, school endowments, charities and high net worth families. CI is 100% owned by its employees.
Key Services Offered
Investment Management
Type of Office
Head Office
Type of Organisation
Asset Consultants and Research Houses
Cygnet Capital
Office Address
Level 10 63 Exhibition Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9669 1900
03 9669 1950
Email contact form located in website
www.cygnetcapital.com.au
Cygnet Capital is a privately owned boutique investment and advisory group which specialises in the ‘micro-cap’
sector, and emerging companies of the Australian equities market.
Key Services Offered
Equity Advisory and Emerging Market Investment
Type of Office
Head Office
Type of Organisation
Asset Consultants and Research Houses
Franklin Templeton Australia
Office Address
City of Melbourne – Melbourne Financial Services Directory
p.39
Asset Managers: Asset Consultants and Research Houses
Level 19 101 Collins Street Melbourne
Victoria Australia 3000
Ph:
03 9603 1200
email: ftclientservices@frk.com
Web: www.franklintempleton.com.au
Franklin Resources, Inc., is a global investment management organisation known as Franklin Templeton Investments.
They manage investment vehicles for individuals, institutions, pension plans, trusts, partnerships and other clients.
Key Services Offered
Investment Management
Type of Office
Regional Office
Type of Organisation
Asset Consultants and Research Houses
Frontier Investment Consulting
Office Address
Level 32 50 Lonsdale Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8648 4300
03 8648 4301
mail@frontieric.com.au
www.frontieric.com.au
Frontier is an independent specialist Australian asset consulting firm. Frontier provides independent investment and
related advice to superannuation funds and other investment clients.
Key Services Offered
Investment, Financial Advice Services and Business Advisory Services
Type of Office
Head Office
Type of Organisation
Asset Consultants and Research Houses
Future Fund
Postal Address
Locked Bag 20010 Melbourne
Victoria Australia 3001
Office Address
Level 44 120 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8656 6400
03 8656 6500
contact@futurefund.gov.au
www.futurefund.gov.au
The Future Fund was established as a financial asset fund designed to accumulate financial assets and invest them
on behalf of the Australian Government to address the Government’s unfunded superannuation liability. The Future
Fund is overseen by an independent Board of Guardians who are responsible for investing the assets of the Future
City of Melbourne – Melbourne Financial Services Directory
p.40
Asset Managers: Asset Consultants and Research Houses
Fund and each nation-building Fund in accordance with the legislation and the investment mandates set by
Government.
Key Services Offered
Investment
Type of Office
Head Office
Type of Organisation
Asset Consultants and Research Houses
Invesco
Postal Address
GPO Box 231 Melbourne
Victoria Australia 3001
Office Address
Level 26 333 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9611 3600
03 9611 3800
info@au.invesco.com
www.invesco.com.au
Invesco Ltd. is an independent investment management company. In Australia, they offer a full suite of global and
domestic investment portfolios to help clients build wealth at an acceptable level of risk.
Key Services Offered
Investment Management
Type of Office
Head Office
Type of Organisation
Asset Consultants and Research Houses
Investec Bank (Australia) Limited
Office Address
Level 49 120 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8660 1000
03 8660 1010
Email contact form located in website
www.investec.com.au
Investec is an international specialist banking and asset management group. It provides a range of financial products
and services to a client base in four principal markets: the United Kingdom, South Africa, Australia and Ireland. In
Australia they specialises in banking with an international perspective.
Key Services Offered
Asset Management, Property, Capital Markets, Private Retail and Commercial Banking
Type of Office
Regional Office
City of Melbourne – Melbourne Financial Services Directory
p.41
Asset Managers: Asset Consultants and Research Houses
Type of Organisation
Asset Consultants and Research Houses
IOOF
Postal Address
GPO Box 264 Melbourne
Victoria Australia 3001
Office Address
Level 6 161 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8614 4400
1800 558 539
clientservices@ioof.com.au
www.ioof.com.au
IOOF is one of Australia’s largest financial services companies offering a full range of financial products and services,
including financial advice, platform management and administration, investment management and trustee services.
Key Services Offered
Financial Services, Investment Management, Trustee Services, Platform Management and Administration
Type of Office
Regional Office
Type of Organisation
Asset Consultants and Research Houses
JANA Investment Advisers (JANA)
Office Address
Level 9 530 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9602 5400
03 9602 5451
Email contact form located in website
www.jana.com.au
JANA Investment Advisers Pty Ltd (JANA) provides traditional and implemented consulting advice to institutional
clients. JANA is a strong proponent of active management. Their asset allocation process draws on the expertise and
knowledge of their entire team of 50 investment professionals. JANA is a fully owned subsidiary of the National
Australia Bank.
Key Services Offered
Asset Consulting and Investment Consulting
Type of Office
Regional Office
Type of Organisation
Asset Consultants and Research Houses
K2 Asset Management
Office Address
City of Melbourne – Melbourne Financial Services Directory
p.42
Asset Managers: Asset Consultants and Research Houses
Level 32 101 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9691 6111
03 9691 6170
information@k2am.com.au
www.k2am.com.au
K2 Asset Management Ltd is an Australian based equity fund manager. It is wholly owned by K2 Asset Management
Holdings Ltd which is a publicly listed company on the Australian Securities Exchange. K2 offer fund management
services to retail and institutional investors.
Key Services Offered
Investment Management
Type of Office
Head Office
Type of Organisation
Asset Consultants and Research Houses
Karara Capital
Office Address
Level 20 367 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8612 7100
03 8612 7111
info@karara.com.au
www.karara.com.au
Karara Capital is an investment manager specialising in Australian equities. Karara Capital have compliance, risk
management and performance analytics retained in-house but all other non-investment functions, including retail
distribution, are outsourced.
Key Services Offered
Compliance, Risk Management, Investment Management and Financial analytics
Type of Office
Head Office
Type of Organisation
Asset Consultants and Research Houses
LaSalle Investment Management
Office Address
Level 28 367 Collins Street Melbourne
Victoria Australia 3000
email: Email contact form located in website
Web: www.lasalle.com
LaSalle Investment Management, one of the world’s leading real estate investment managers. LaSalle only invest in
real estate, bringing a unique focus and depth of expertise to that sector.
Key Services Offered
Real Estate Investment
City of Melbourne – Melbourne Financial Services Directory
p.43
Asset Managers: Asset Consultants and Research Houses
Type of Office
Regional Office
Type of Organisation
Asset Consultants and Research Houses
Legg Mason
Postal Address
PO Box 24011 Melbourne
Victoria Australia 3001
Office Address
Level 47 120 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9017 8600
03 9017 8690
Email contact form located in website
www.leggmason.com.au
Legg Mason is an American-based global investment management firm with a focus on asset management. The
company’s business is divided in two divisions: Americas and International. Legg Mason offers products in equities
and fixed income, as well as domestic and international liquidity management and alternative investments (via a
funds-of-hedge-funds manager).
Key Services Offered
Investment Management
Type of Office
Regional Office
Type of Organisation
Asset Consultants and Research Houses
Leyland Private Asset Management
Postal Address
GPO Box 2724 Melbourne
Victoria Australia 3001
Office Address
Level 3 20 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9235 1222
03 9235 1299
enquiries@leyland.com.au
www.leyland.com.au
Leyland Private Asset Management is an independently owned firm specialising in Australian Stock Market and Fixed
Interest Investments for individuals, companies, self-managed super funds, institutions and family offices.
Key Services Offered
Individually Managed Accounts, Stockbroking, Margin Lending and Corporate Finance
Type of Office
Regional Office
Type of Organisation
City of Melbourne – Melbourne Financial Services Directory
p.44
Asset Managers: Asset Consultants and Research Houses
Asset Consultants and Research Houses
Mercer (Australia) Pty Ltd
Office Address
Level 16 33 Exhibition Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9623 5555
03 8640 0800
Email contact form located in website
www.mercer.com.au
Mercer is a human resource and related financial services consulting firm. The services they provide include;
consulting, outsourcing, and investment services. Mercer help clients design and manage health, retirement and other
benefits, and also advises on issues related to administration, technology and benefits.
Key Services Offered
Investment and Financial Advice
Type of Office
Regional Office
Type of Organisation
Asset Consultants and Research Houses
MLC Investment Australia (MLC)
Postal Address
GPO Box 2567 Melbourne
Victoria Australia 3001
Office Address
459 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
132 652
1800 550 081 / 1800 550 082 / 1800 550 083
contactmlc@mlc.com.au
www.mlc.com.au
MLC is the wealth management division of the National Australia Bank (NAB). MLC provides investment,
superannuation, insurance and private wealth solutions to corporate and institutional customers.
Key Services Offered
Insurance, Private Wealth, Investment and Superannuation
Type of Office
Regional Office
Type of Organisation
Asset Consultants and Research Houses
City of Melbourne – Melbourne Financial Services Directory
p.45
Asset Managers: Asset Consultants and Research Houses
Morgan Stanley Investment Management
Office Address
Level 53 101 Collins Street Melbourne
Victoria Australia 3000
Ph:
03 9256 8900
email: Email contact form located in website
Web: www.morganstanley.com
Morgan Stanley commenced operations in Australia over 50 years ago when it was appointed to lead bond raisings on
international markets for the Commonwealth of Australia. The main areas of business for the firm today are Global
Wealth Management, Institutional Securities, and Investment Management.
Key Services Offered
Investment Management
Type of Office
Regional Office
Type of Organisation
Asset Consultants and Research Houses
Mutual Limited
Office Address
Level 6 85 Queen Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
1300 188 802 03 8681 1900
03 9670 6446
mutual@mutualltd.com.au
www.mutualltd.com.au
Mutual Limited specialises in managing and advising on funds for wholesale clients that are prudentially supervised,
are conservative or who operate subject to regulated investment regimes.
Key Services Offered
Investment Management
Type of Office
Head Office
Type of Organisation
Asset Consultants and Research Houses
netwealth
Postal Address
PO Box 336 South Melbourne
Victoria Australia 3205
Office Address
Level 8 52 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
1800 888 223
03 9655 1333
contact@netwealth.com.au
www.netwealth.com.au
City of Melbourne – Melbourne Financial Services Directory
p.46
Asset Managers: Asset Consultants and Research Houses
netwealth is part of the netwealth Group which is headed by netwealth Holdings Limited, an unlisted public company.
netwealth Holdings Limited and its subsidiaries provide a wide range of financial products & services to Australian
investors and the financial planning industry.
Key Services Offered
Investment, Superannuation and Online Share Trading
Type of Office
Head Office
Type of Organisation
Asset Consultants and Research Houses
PariTrade
Postal Address
Locked Bag 32013 Collins Street East Melbourne
Victoria Australia 8003
Office Address
Level 2 125 Flinders Street Melbourne
Victoria Australia 3000
Ph:
1300 652 511
email: trade@paritrade.com.au
Web: www.paritrade.com.au
PariTrade is a boutique trading firm that specialise in servicing professional and sophisticated investors. They service
active individual traders to those using high frequency trading and execution algorithms.
Key Services Offered
Investment Management and Technological Solutions
Type of Office
Head Office
Type of Organisation
Asset Consultants and Research Houses
Prime Value Asset Management
Office Address
Level 9 34 Queen Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9620 7762
03 9620 7776
Email contact form located in website
www.primevalue.com.au
Prime Value Asset Management is a boutique investment company specialising in managing assets for high-net-worth
individuals, private investors and select institutions.
Key Services Offered
Equities Investment
Type of Office
Head Office
Type of Organisation
City of Melbourne – Melbourne Financial Services Directory
p.47
Asset Managers: Asset Consultants and Research Houses
Asset Consultants and Research Houses
Private Client Adviser Services Pty Ltd
Office Address
Level 20 8 Exhibition Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8080 5795 / 1300 368 281
03 8080 5791
admin@private-client.com.au
www.private-client.com.au
Private Client Adviser Services Pty Ltd (PCAS) is a boutique, financial services firm that specialises in managed
portfolios and superannuation. They also offer share/trading advisory as well as online execution services.
Key Services Offered
Managed Portfolios, Superannuation, Investment and Share Trading
Type of Office
Head Office
Type of Organisation
Asset Consultants and Research Houses
Pzena Investment Management
Office Address
Level 8 350 Collins Street Melbourne
Victoria Australia 3000
Ph:
03 8676 0617
email: info@pzena.com
Web: www.pzena.com
Pzena Investment Management is a global investment management firm that employs a classic value investment
approach. Pzena offer investment services to corporate, public, and individual clients.
Key Services Offered
Investment Management
Type of Office
Regional Office
Type of Organisation
Asset Consultants and Research Houses
QIC
Office Address
Level 46 80 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8681 4900
03 8681 4901
qic@qic.com
www.qic.com
City of Melbourne – Melbourne Financial Services Directory
p.48
Asset Managers: Asset Consultants and Research Houses
QIC is a leading provider of dynamic investment solutions for superannuation funds and other institutional investors.
They develop in-depth understanding of clients’ investment goals, and create tailored investment solutions that
perform over time.
Key Services Offered
Investment Management
Type of Office
Regional Office
Type of Organisation
Asset Consultants and Research Houses
RBC Dexia Investor Services
Office Address
101 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
02 8262 5000
02 8262 5499
dxausrmc@rbcdexia.com
www.rbcdexia.com
RBC Dexia Investor Services equally owned by Royal Bank of Canada and Dexia. They offer an integrated suite of
products, including global custody, fund and pension administration, securities lending, shareholder services, analytics
and other related services.
Key Services Offered
Institutional Investment
Type of Office
Regional Office
Type of Organisation
Asset Consultants and Research Houses
Rice Warner Actuaries
Postal Address
GPO 5281 Sydney
NSW Australia 2001
Office Address
Level 20 303 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8621 4100
03 8621 4111
mail@ricewarner.com
www.ricewarner.com
Rice Warner is a management consulting and actuarial company. They provide research, management consulting and
actuarial advice to clients. Their clients include some of the biggest names in financial services, spanning the
superannuation, insurance and investment sectors of the industry.
Key Services Offered
Research, Advice and Technical Services
City of Melbourne – Melbourne Financial Services Directory
p.49
Asset Managers: Asset Consultants and Research Houses
Type of Office
Regional Office
Type of Organisation
Asset Consultants and Research Houses
Sequential Project Service
Office Address
Level 7 350 Collins Street Melbourne
Victoria Australia 3000
Ph:
415 544 334
email: info@sequential.com.au
Web: www.sequential.com.au
Sequential is an Australian consulting company. Sequential run Strategy in Motion, which is a comprehensive
framework that optimises the benefits derived from project investment. They operate within the insurance,
superannuation, investments and advice sectors.
Key Services Offered
Consulting and Wealth Management
Type of Office
Regional Office
Type of Organisation
Asset Consultants and Research Houses
SG Hiscock & Company Ltd
Office Address
Level 28 367 Collins Street Melbourne
Victoria Australia 3000
Ph:
03 9612 4600
email: admin@sghiscock.com.au
Web: www.sghiscock.com.au
SG Hiscock & Company (SGH) is a boutique investment manager specialising in listed property trusts, small
companies, absolute return strategies and concentrated equity portfolios. SGH was established in 2001 and is 100%
owned by its staff with a proven track record of successful investment management. The highly experienced principals
were formerly employed at National Asset Management Limited, a subsidiary of National Australia Bank.
Key Services Offered
Investment Management
Type of Office
Head Office
Type of Organisation
Asset Consultants and Research Houses
The Trust Company
Postal Address
City of Melbourne – Melbourne Financial Services Directory
p.50
Asset Managers: Asset Consultants and Research Houses
PO Box 361 Collins Street West
Victoria Australia 8007
Office Address
Level 3 530 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
03 9665 0200
03 9620 3459
email: Email contact form located in website
Web: www.thetrustcompany.com.au
Beginning with a single office in Melbourne at the time of the Victorian gold rush, The Trust Company has grown to be
one of the largest trustees in Australia. The Trust Company offer a wide range of financial services to their clients
through two divisions; Personal Services and Corporate Services.
Key Services Offered
Estate/Financial Planning and Investment Management
Type of Office
Regional Office
Type of Organisation
Asset Consultants and Research Houses
Towers Watson
Office Address
Level 16 1 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9655 5222
03 9654 8227
Email contact form located in website
www.towerswatson.com
Towers Watson is a leading global professional services firm that helps organisations improve performance through
effective people, financial and risk management. Their principal lines of business are risk management and human
resource consulting. They also have strong actuarial and investment consulting practices.
Key Services Offered
Finance, Risk Consulting and Capital Management
Type of Office
Regional Office
Type of Organisation
Asset Consultants and Research Houses
Trader Dealer Pty Ltd
Postal Address
PO Box 274 Collins Street West Melbourne
Victoria Australia 8007
Office Address
Level 37 Rialto South Tower 525 Collins Street Melbourne
Victoria Australia 3000
City of Melbourne – Melbourne Financial Services Directory
p.51
Asset Managers: Asset Consultants and Research Houses
Ph:
Fax:
email:
Web:
1300 853 856
03 9617 0699
Email contact form located in website
www.traderdealer.com.au
Trader Dealer Pty Ltd is a boutique online trading company, providing execution-only services for trading ASX
equities, warrants and options.
Key Services Offered
Online Trading
Type of Office
Head Office
Type of Organisation
Asset Consultants and Research Houses
TRU-Markets
Office Address
Level 50 120 Collins Street Melbourne
Victoria Australia 3000
Ph:
1300 262 449
email: info@trumarkets.com.au
Web: www.trumarkets.com.au
TRUMarkets are an online trading company. TRUMarkets premier Australian-based, Forex, ASX200 Index (SPI) and
CFD Trading Report and Email/SMS Trade Signal Alert Service is the perfect fit for new or experienced CFD and
Forex traders.
Key Services Offered
Online Trading
Type of Office
Head Office
Type of Organisation
Asset Consultants and Research Houses
Tyndall
Postal Address
GPO Box 3881 Sydney
NSW Australia 2001
Office Address
Level 31 120 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
02 8072 6300
02 8072 6304
enquiries@tyndall.com.au
www.tyndall.com.au
Established in 1989, Tyndall Investment Management Limited is an award winning multi-specialist investment
manager of Australian investment funds. Tyndall specialise in Australian shares, Australian fixed interest, international
fixed interest and international shares.
Key Services Offered
City of Melbourne – Melbourne Financial Services Directory
p.52
Asset Managers: Asset Consultants and Research Houses
Investment Management
Type of Office
Regional Office
Type of Organisation
Asset Consultants and Research Houses
UCA Funds Management
Office Address
130 Little Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9251 5450
03 9650 7074
info@ucafunds.com.au
www.ucafunds.com.au
UCA Funds Management is the financial arm of the Uniting Church in Australia, Synod of Victoria and Tasmania.
Their corporate investors are churches, registered charities and not-for-profit organisations.
Key Services Offered
Investment
Type of Office
Head Office
Type of Organisation
Asset Consultants and Research Houses
Vanguard
Postal Address
GPO Box 3006 Melbourne
Victoria Australia 3001
Office Address
Level 34 2 Southbank Southbank
Victoria Australia 3006
Ph:
Fax:
email:
Web:
1300 650 899
1300 765 712
clientservices@vanguard.com.au
www.vanguard.com.au
Vanguard is one of the world’s largest and most experienced indexing specialists managing more than $1.5 trillion
worldwide. Vanguard offer mutual funds and other financial products and services to retail and institutional investors in
the United States and abroad.
Key Services Offered
Investment
Type of Office
Head Office
Type of Organisation
City of Melbourne – Melbourne Financial Services Directory
p.53
Asset Managers: Asset Consultants and Research Houses
Asset Consultants and Research Houses
Victorian Funds Management Corporation (VFMC)
Postal Address
PO Box 18014 Collins Street East
Victoria Australia 8003
Office Address
Level 13 101 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9207 2900
03 9207 2999
info@vfmc.vic.gov.au
www.vfmc.vic.gov.au
VFMC was established under the Victorian Funds Management Act 1994. They are a public authority and body
corporate governed by an independent Board of Directors whose role is to provide investment and funds management
services to Victorian public authorities in a commercially effective, efficient and competitive manner.
Key Services Offered
Investment Management
Type of Office
Head Office
Type of Organisation
Asset Consultants and Research Houses
Western Asset Management Company Pty Ltd
Office Address
Level 48 120 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9016 5600
03 9016 5601
Email contact form located in website
www.westernasset.com.au
Western Asset specialise in fixed income management. The company provides investment services for a variety of
global clients, across a variety of mandates. The services they provide include taxable fixed income, liquidity
strategies and tax efficient fixed income management. Western Asset’s portfolios include global, structured, emerging
markets and corporate.
Key Services Offered
Insurance and Asset Management
Type of Office
Regional Office
Type of Organisation
Asset Consultants and Research Houses
City of Melbourne – Melbourne Financial Services Directory
p.54
Brokers and Wealth Managers
This category includes organisations which assist individuals, corporations and governments in investment
management, advice, stock broking, asset management and wealth management.
Businesses in this category:
Bell Potter
55
Bellwether Group Ltd
55
E.L. Baillieu Stockbroking Pty Ltd
56
Equity Trustees Limited
56
Gillon Securities Ltd
56
Halifax Investment Services Ltd
57
HOLST
57
JBWere
58
Lodge Partners Pty Ltd
58
Morgan Stanley Smith Barney
58
Octa Phillip
59
Ord Minnett
59
Patersons Securities
60
Perpetual
60
RBS Morgans
61
Shadforths Financial Group
61
Shaw Stockbroking
61
Wilson HTM Investment Group
62
City of Melbourne – Melbourne Financial Services Directory
p.55
Brokers and Wealth Managers
Bell Potter
Postal Address
GPO Box 4718 Melbourne
Victoria Australia 3001
Office Address
Level 29 101 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9256 8700
03 9256 8787
Email contact form located in website
www.bellpotter.com.au
Bell Potter is a member of the Bell Financial Group of companies. They are one of Australia’s largest independent full
service stockbrokers and a leading financial advisory firm, offering a full range of services to private, corporate and
institutional clients.
Key Services Offered
Stockbroking
Type of Office
Regional Office
Type of Organisation
Brokers and Wealth Managers
Bellwether Group Ltd
Postal Address
PO Box 18398 Collins Street East Melbourne
Victoria Australia 8003
Office Address
Level 9 63 Exhibition Street Melbourne
Victoria Australia 3001
Ph:
Fax:
email:
Web:
03 9661 0888
03 9661 0898
Email contact form located in website
www.bellwether.com.au
The Bellwether Group of Companies were established in early 2004 and have diversified interests within the
Australian financial services industry. Principally, Bellwether’s activities and product offerings are directed at
wholesale clients. Bellwether specialises in Australian Equity Portfolios.
Key Services Offered
Stockbroking and Wholesale Investment
Type of Office
Head Office
Type of Organisation
Brokers and Wealth Managers
City of Melbourne – Melbourne Financial Services Directory
p.56
Brokers and Wealth Managers
E.L. Baillieu Stockbroking Pty Ltd
Postal Address
PO Box 48 Collins Street West
Victoria Australia 8007
Office Address
Level 26 360 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9602 9222
03 9602 2350
Email contact form located in website
www.baillieu.com.au
E.L. & C. Baillieu Stockbroking Ltd is a participating organisation of the Australian Stock Exchange Limited. They
provide share trading, research and administrative services.
Key Services Offered
Stockbroking, Research and SMSF Services
Type of Office
Regional Office
Type of Organisation
Brokers and Wealth Managers
Equity Trustees Limited
Postal Address
GPO Box 2307 Melbourne
Victoria Australia 3001
Office Address
Level 2 575 Bourke Street Melbourne
Victoria Australia 3001
Ph:
Fax:
email:
Web:
03 8623 5000
03 8623 5200
equity@eqt.com.au
www.eqt.com.au
Equity Trustees were established by Act of the Victorian Parliament to provide trustee and executor services. Their
range of services includes wealth management, superannuation, managed funds, estate planning and philanthropy.
Key Services Offered
Financial Services, International services, Superannuation, Wealth Management and Estate Planning
Type of Office
Head Office
Type of Organisation
Brokers and Wealth Managers
Gillon Securities Ltd
Office Address
City of Melbourne – Melbourne Financial Services Directory
p.57
Brokers and Wealth Managers
Level 5 406 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9670 7877
03 9670 8199
info@gillon.com.au
www.gillon.com.au
Gillon Securities Limited is an independent Australian and family-owned private investment house with experience
from various areas of commerce, corporate finance and management.
Key Services Offered
Investment Management, Financial Planning, Stockbroking and Superannuation
Type of Office
Head Office
Type of Organisation
Brokers and Wealth Managers
Halifax Investment Services Ltd
Office Address
Level 24 Telstra Building 35 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9667 1900
03 9639 8899
emile@halifaxonline.com.au
www.halifax.com.au
Halifax is a trading organisation based in Australia. They operate broking, custody and fiduciary services for Retail,
Wholesale and Institutional clients.
Key Services Offered
Stockbroking
Type of Office
Regional Office
Type of Organisation
Brokers and Wealth Managers
HOLST
Postal Address
PO Box 44 Collins Street Melbourne
Victoria Australia 8007
Office Address
Level 9 600 Bourke Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9282 8111
03 9282 8222
vholst@holst.com.au
www.holst.com.au
HOLST is a privately owned and managed full service stockbroker. HOLST specialises in providing financial and
investment advice to private clients.
City of Melbourne – Melbourne Financial Services Directory
p.58
Brokers and Wealth Managers
Key Services Offered
Stockbroking, Financial and Investment Advice
Type of Office
Head Office
Type of Organisation
Brokers and Wealth Managers
JBWere
Office Address
Level 16 101 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9906 5000
03 9679 1491
jbwere@jbwere.com
www.jbwere.com.au
JBWere is a subsidiary of National Australia Bank Limited, and a global private wealth management company. They
provide wealth management and financial planning services.
Key Services Offered
Investment Management and Brokerage
Type of Office
Regional Office
Type of Organisation
Brokers and Wealth Managers
Lodge Partners Pty Ltd
Office Address
Level 5 60 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9200 7077
03 9200 7000
Email contact form located in website
www.lodgepartners.com.au
Lodge Partners Pty Ltd is a privately owned stockbroker based in Melbourne, Australia. They provide services in
execution, investment advice and corporate counsel.
Key Services Offered
Stockbroking
Type of Office
Head Office
Type of Organisation
Brokers and Wealth Managers
Morgan Stanley Smith Barney
Office Address
City of Melbourne – Melbourne Financial Services Directory
p.59
Brokers and Wealth Managers
Level 14 120 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9188 2000
03 9188 2344
pcgmelbourne@morganstanleysmithbarney.com
www.morganstanleysmithbarney.com.au
Morgan Stanley Smith Barney is a wealth management firm with over 130 years of experience. They provide a range
of products and services to individual investors, institutions and private businesses including brokerage and
investment advisory services, comprehensive financial and estate planning, superannuation and cash management.
Key Services Offered
Wealth Management and Stockbroking
Type of Office
Regional Office
Type of Organisation
Brokers and Wealth Managers
Octa Phillip
Postal Address
PO Box 628 Collins Street West Melbourne
Victoria Australia 8007
Office Address
Level 12 15 William Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9629 8288
03 9629 8882
Email contact form located in website
www.octaphillip.com
Octa Phillip is an investment organisation providing wealth management, institutional and private client stockbroking,
corporate finance, research and funds management services.
Key Services Offered
Wealth Management, Stockbroking, Research and Fund Management
Type of Office
Head Office
Type of Organisation
Brokers and Wealth Managers
Ord Minnett
Office Address
Level 23 120 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9608 4111
03 9608 4142
melbourne@ords.com.au
www.ords.com.au
City of Melbourne – Melbourne Financial Services Directory
p.60
Brokers and Wealth Managers
Ord Minnett is one of Australia’s leading financial advisory firms, specialising in direct investments. They cater to
private, corporate and institutional clients.
Key Services Offered
Financial Planning and Stockbroking
Type of Office
Regional Office
Type of Organisation
Brokers and Wealth Managers
Patersons Securities
Postal Address
PO Box 1392 Melbourne
Victoria Australia 3001
Office Address
Level 15 333 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9242 4000
03 9242 4040
melbourne@psl.com.au
www.psl.com.au
Patersons Securities Ltd is a stock brokerage and financial services firm based in Perth, Western Australia, with
offices throughout mainland Australia and in London. Patterson provides Private Client Services, Financial Planning,
Corporate Finance, Institutional Dealing, Equities Research and Asset Management.
Key Services Offered
Asset Management, Corporate Finance and Equities Research
Type of Office
Head Office
Type of Organisation
Brokers and Wealth Managers
Perpetual
Office Address
Level 35 Rialto South Tower 525 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8628 0400
03 8622 4905
Email contact form located in website
www.perpetual.com.au
Perpetual is an investment and trustee group providing investment products, financial advice, philanthropic and
corporate services to individuals, families, financial advisers and organisations.
Key Services Offered
Financial Advice, Corporate Services and Investment
Type of Office
City of Melbourne – Melbourne Financial Services Directory
p.61
Brokers and Wealth Managers
Regional Office
Type of Organisation
Brokers and Wealth Managers
RBS Morgans
Office Address
Level 27 367 Collins Street Melbourne
Victoria Australia 3000
Ph:
03 9947 4111
email: melbourne@rbsmorgans.com
Web: www.rbsmorgans.com
RBS Morgans is Australia’s largest national full-service retail stockbroking and wealth management network with over
340,000 clients, 500 authorised representatives and 850 staff operating from 59 offices in all states and territories.
They provide stockbroking and wealth management services to clients.
Key Services Offered
Stockbroking and Wealth Management
Type of Office
Regional Office
Type of Organisation
Brokers and Wealth Managers
Shadforths Financial Group
Office Address
Level 21 HWT Tower 40 City Road Southbank
Victoria Australia 3000
Ph:
03 9649 2400
email: Email contact form located in website
Web: www.sfg.com.au
Shadforths is an institutionally non-aligned wealth management and advisory firm specialising in the provision of
implemented advice, and service to non-for-profit organisations and private clients throughout regional and mainland
Australia.
Key Services Offered
Financial Advice, Retirement Planning, Stockbroking, Client Administration Services, Insurance and Wealth
Management
Type of Office
Regional Office
Type of Organisation
Brokers and Wealth Managers
Shaw Stockbroking
Postal Address
PO Box 18208 Collins Street East Melbourne
Victoria Australia 3001
Office Address
City of Melbourne – Melbourne Financial Services Directory
p.62
Brokers and Wealth Managers
Level 20 90 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
03 9268 1000
03 9650 2277
email: Email contact form located in website
Web: www.shawstock.com.au
Established in 1987, Shaw Stockbroking is one of Australia’s largest independently owned full service stockbroking
firms. Shaw provides investment advice and execution services to its private and institutional clients for the purchase
and sale of equities and derivatives both nationally and internationally.
Key Services Offered
Investment Research and Stockbroking
Type of Office
Regional Office
Type of Organisation
Brokers and Wealth Managers
Wilson HTM Investment Group
Postal Address
GPO Box 1631 Melbourne
Victoria Australia 3001
Office Address
Level 11 8 Exhibition Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9640 3888
03 9640 3800
melbourne@wilsonhtm.com.au
www.wilsonhtm.com.au
Wilson HTM Investment Group Ltd is an ASX listed company with over 115 years of investment experience. They
provide wealth management, stockbroking, managed accounts plus cash, fixed interest and managed funds options.
Key Services Offered
Investment, Wealth Management and Stockbroking
Type of Office
Regional Office
Type of Organisation
Brokers and Wealth Managers
City of Melbourne – Melbourne Financial Services Directory
p.63
Insurance
Insurance organisations provide insurance solutions to both individuals and organisations. The services they provide
can include life, home, contents, vehicle, health, retirement and employment insurance.
In Melbourne some insurance companies provide financial services as well as insurance. Other organisations employ
insurance companies to provide insurance to their members. One example is the superannuation industry, which
outsources the insurance needs of their members.
Businesses in this category:
AAMI
64
AIA Australia
64
AXA Australia
64
BUPA/HBA
65
Catholic Church Insurances Limited (CCI)
65
CGU
66
IFS Insurance Broking
66
Medibank Private
67
Pulse Credit Union Ltd
67
TAL
67
Transport Accident Commission
68
City of Melbourne – Melbourne Financial Services Directory
p.64
Insurance
AAMI
Postal Address
PO Box 14180 Melbourne City Mail Centre
Melbourne Victoria Australia 8001
Office Address
616 St Kilda Road Melbourne
Victoria Australia 3004
Ph:
13 22 44
email: Email contact form located in website
Web: www.aami.com.au
AAMI is a subsidiary of Suncorp Banking Group. In Australia, AAMI is a leading car, home, compulsory third party
(CTP) and small business insurer.
Key Services Offered
Insurance
Type of Office
Head Office
Type of Organisation
Insurance
AIA Australia
Office Address
553 St Kilda Road Melbourne
Victoria Australia 3004
Ph:
1800 333 613
email: talk2us@aia.com
Web: www.aia.com.au
AIA is an insurance company based in Hong Kong with offices scattered throughout the Asia Pacific region. The AIA
Group delivers insurance and financial services. The AIA Group’s strength lies in its people, exceptional insurance
products and distribution, an extensive regional network, smooth operational efficiency and consistent profitability.
Key Services Offered
Insurance
Type of Office
Head Office
Type of Organisation
Insurance
AXA Australia
Office Address
750 Collins Street Docklands
Victoria Australia 3008
Ph:
Fax:
03 8688 3911
03 9614 2240
City of Melbourne – Melbourne Financial Services Directory
p.65
Insurance
email: Email contact form located in website
Web: www.axa.com.au
With over $54 billion funds under management, AXA is a leading provider of wealth management and financial
protection products and services in Australia. AXA offer insurance and investment services. AXA recently merged with
AMP Limited.
Key Services Offered
Insurance
Type of Office
Head Office
Type of Organisation
Insurance
BUPA/HBA
Postal Address
600 Glenferrie Road Hawthorn
Victoria Australia 3122
Office Address
Ground Floor 257 Collins Street Melbourne
Victoria Australia 3000
Ph:
134 135
email: Email contact form located in website
Web: www.bupa.com.au
Bupa is a healthcare organisation based in the United Kingdom. Its is an international healthcare company with
services that include travel insurance, health insurance, care homes, health assessments, occupational health
services and hospitals.
Key Services Offered
Insurance
Type of Office
Regional Office
Type of Organisation
Insurance
Catholic Church Insurances Limited (CCI)
Postal Address
GPO Box 180 Melbourne
Victoria Australia 3001
Office Address
485 La Trobe Street Melbourne
Victoria Australia 3001
Ph:
Fax:
email:
Web:
03 9934 3000
03 9934 3464
info@ccinsurances.com.au
www.ccinsurances.com.au
City of Melbourne – Melbourne Financial Services Directory
p.66
Insurance
Catholic Church Insurances has been protecting the interests of the Catholic Church in Australia for 100 years. Owned
by the Church and existing to serve the Church, Catholic Church Insurances understands the unique needs of the
Church community like no other.
Key Services Offered
Insurance
Type of Office
Head Office
Type of Organisation
Insurance
CGU
Office Address
181 William Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
13 24 81
03 9279 5450
Email contact form located in website
www.cgu.com.au
CGU Insurance was formed through the global merger of Commercial Union plc and NZI’s parent company, General
Accident plc. They sell sells their insurance products through a network of over 1,000 intermediaries, and more than
100 business partners.
Key Services Offered
Insurance
Type of Office
Regional Office
Type of Organisation
Insurance
IFS Insurance Broking
Office Address
Level 31 Casselden Place 2 Lonsdale Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9923 7171
03 9923 7177
Email contact form located in website
www.ifsib.com.au
IFS Insurance Broking was established in 1995 by Industry Fund Services and provides a range of value-added,
strategic insurance related services to industry super funds and associated network entities.
Key Services Offered
Insurance
Type of Office
Head Office
Type of Organisation
City of Melbourne – Melbourne Financial Services Directory
p.67
Insurance
Insurance
Medibank Private
Postal Address
GPO Box 9999 Melbourne
Victoria Australia 3001
Office Address
Level 5 700 Collins Street Docklands
Victoria Australia 3008
Ph:
132 331
email: Email contact form located in website
Web: www.medibank.com.au
Medibank Private are an Integrated private health insurance and health services group that provides private health
insurance in Australia. They are Australia’s largest health insurance provider with 3.6 million members under two
brands, and the only health insurer present in every Australian state and territory.
Key Services Offered
Private Health Insurance
Type of Office
Regional Office
Type of Organisation
Insurance
Pulse Credit Union Ltd
Office Address
Level 6 766 Elizabeth Street Melbourne
Victoria Melbourne 3000
Ph:
Fax:
email:
Web:
03 9347 9588
03 9348 1475
julieo@pulsecredit.com.au
www.mucu.com.au/pulse
Pulse Credit Union is owned and run by Members. They operate as a credit union, run for the benefit of their
members. They provide personal banking, financial planning and general insurance services.
Key Services Offered
Banking and Insurance
Type of Office
Head Office
Type of Organisation
Insurance
TAL
Office Address
City of Melbourne – Melbourne Financial Services Directory
p.68
Insurance
Level 2 606 St Kilda Road Melbourne
Victoria Australia 3004
Ph:
Fax:
email:
Web:
03 9823 2100
03 9823 2101
Email contact form located in website
www.tal.com.au
TAL is an insurance company that provides close to 2.5 million Australians with the full suite of life insurance and
retirement products. The types of insurance products that TAL offer include; Term Life, Critical Illness, Total &
Permanent Disability, Income Protection, Funeral Plans and Business Expenses. Tal also offers selected
superannuation and retirement products.
Key Services Offered
Insurance
Type of Office
Head Office
Type of Organisation
Insurance
Transport Accident Commission
Postal Address
PO Box 742 Geelong
Victoria Australia 3220
Office Address
60 Brougham Street Geelong
Victoria Australia 3220
Ph:
1300 654 329 (local call)
email: info@tac.vic.gov.au
Web: www.tac.vic.gov.au
The Transport Accident Commission (TAC) is the statutory insurer of third-party personal liability (CTP insurance in
other states) for road accidents in the State of Victoria. It was established under the Transport Accident Act 1986. Its
purpose is to fund treatment and support services for people injured in transport accidents.
Key Services Offered
Insurance
Type of Office
Head Office
Type of Organisation
Insurance
City of Melbourne – Melbourne Financial Services Directory
p.69
Industry and Professional Associations
This category includes for-profit and not-for-profit peak bodies representing the financial services sector. The services
they provide their members includes education, events, governance, policy direction, training, governance and
research.
Businesses in this category:
Association of Accounting Technicians (AAT)
70
Australian Centre for Financial Studies (ACFS)
70
Australian Institute of Superannuation Trustees (AIST)
70
CA Australia
71
CFA Society of Melbourne
71
Corporate Super Association (CSA)
72
CPA Australia
72
Financial Services Institute of Australia (Finsia)
73
Industry Super Network (ISN)
73
National Institute of Public Accountants
74
City of Melbourne – Melbourne Financial Services Directory
p.70
Industry and Professional Associations
Association of Accounting Technicians (AAT)
Postal Address
GPO Box 1637 Melbourne
Victoria Australia 3001
Office Address
Level 6 555 Lonsdale Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
1800 000 961
03 8665 3130
membership@aat.org.au
www.aat.org.au
The Association of Accounting Technicians (“AAT”) Australia is the country’s largest paraprofessional body in the
accounting / finance / bookkeeping sector and is the only association that has the support of the three professional
bodies in CPA Australia, the Institute of Chartered Accountants in Australia and the National Institute of Accountants.
Key Services Offered
Policy, Regulation and Education
Type of Office
Head Office
Type of Organisation
Industry and Professional Associations
Australian Centre for Financial Studies (ACFS)
Office Address
Level 43 80 Collins Street Melbourne
Victoria Australia 3000
Ph:
03 9666 1050
email: info@australiancentre.com.au
Web: www.australiancentre.com.au
The Australian Centre for Financial Studies (ACFS) facilitates industry-relevant and rigorous research, thought
leadership and independent commentary. Drawing on expertise from academia, industry and government, the Centre
promotes excellence in financial services.
Key Services Offered
Financial Research and Education
Type of Office
Head Office
Type of Organisation
Industry and Professional Associations
Australian Institute of Superannuation Trustees (AIST)
Office Address
Ground Floor 215 Spring Street Melbourne
Victoria Australia 3000
City of Melbourne – Melbourne Financial Services Directory
p.71
Industry and Professional Associations
Ph:
Fax:
03 8677 3800
03 8677 3801
email: info@aist.asn.au
Web: www.aist.asn.au
The Australian Institute of Superannuation Trustees (AIST) is a national not-for-profit organisation whose mission is to
promote and protect the interests of Australia’s $450 billion not-for-profit superannuation sector. AIST’s membership
includes the trustee directors and staff of industry, corporate and public-sector funds, who manage the superannuation
accounts of nearly two-thirds of the Australian workforce.
Key Services Offered
Policy, Governance, Research and Education
Type of Office
Head Office
Type of Organisation
Industry and Professional Associations
CA Australia
Postal Address
GPO Box 9985 Melbourne
Victoria Australia 3001
Office Address
Level 3 Bourke Place 600 Bourke Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9641 7400
03 9670 3143
service@charteredaccountants.com.au
www.charteredaccountants.com.au
Chartered Accountants in Australia are the professional body for Chartered Accountants in Australia and members
operating throughout the world. Representing more than 70,000 professionals and business leaders, the Institute has
a pivotal role in upholding financial integrity in society.
Key Services Offered
Policy, Governance and Education
Type of Office
Regional Office
Type of Organisation
Industry and Professional Associations
CFA Society of Melbourne
Postal Address
GPO Box 1243 Melbourne
Victoria Australia 3001
Office Address
81/103 Beach Street Port Melbourne
Victoria Australia 3207
Ph:
0413 005 727
email: Info_general@melbourne.cfasociety.org
City of Melbourne – Melbourne Financial Services Directory
p.72
Industry and Professional Associations
Web:
www.cfasociety.org
CFA Institute is a global, non-profit member organisation of financial analysts, portfolio managers, and other
investment professionals. The services they provide include member education, volunteering, and networking
opportunities to forming working partnerships with universities, employers, and the media.
Key Services Offered
Policy, Governance and Education
Type of Office
Head Office
Type of Organisation
Industry and Professional Associations
Corporate Super Association (CSA)
Postal Address
PO Box 508 Collins Street West Melbourne
Victoria Australia 8007
Office Address
Level 6 Suite 6 470 Collins Street Melbourne
Victoria Australia 3000
Ph:
03 8319 4075
email: corpsuper@netspace.net.au
Web: www.corsuper.com.au
The Corporate Super Association is dedicated to the interests of corporate superannuation funds and their sponsoring
corporations and members. Members of the Association consists of many of Australia’s major corporate
superannuation funds.
Key Services Offered
Policy, Governance and Education
Type of Office
Head Office
Type of Organisation
Industry and Professional Associations
CPA Australia
Postal Address
GPO Box 2820 Melbourne
Victoria Australia 3001
Office Address
Level 20 Freshwater Place 28 Southbank Melbourne
Victoria Australia 3006
Ph:
Fax:
email:
Web:
03 9606 9606
03 9682 0567
vic@cpaaustralia.com.au
www.cpaaustralia.com.au
CPA Australia is one of the world’s largest accounting bodies with a membership of more than 139,000 finance,
accounting and business professionals across the globe. The services they provide include education, training,
technical support and advocacy.
City of Melbourne – Melbourne Financial Services Directory
p.73
Industry and Professional Associations
Key Services Offered
Policy, Governance and Education
Type of Office
Regional Office
Type of Organisation
Industry and Professional Associations
Financial Services Institute of Australia (Finsia)
Office Address
Level 43 80 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9666 1000
03 9666 1099
membership@finsia.com
www.finsia.com
Finsia – the Financial Services Institute of Australasia – is Australasia’s premier membership organisation for the
financial services industry. The services they provide include education, training, technical support and advocacy.
Key Services Offered
Policy Development, Advocacy and Education
Type of Office
Regional Office
Type of Organisation
Industry and Professional Associations
Industry Super Network (ISN)
Office Address
Level 31 Casselden Place 2 Lonsdale Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9657 4321
03 9657 4322
Email contact form located in website
www.industrysupernetwork.com
Industry Super Network (ISN) is an umbrella organisation for the industry super movement. Industry Super Network is
part of Industry Super Holdings (ISH), a group of 35 industry super funds. They play an active role on behalf of their
shareholders and sponsoring organisations in advocating their views to the community, government and regulators.
Key Services Offered
Advocacy, Research and Policy Development
Type of Office
Head Office
Type of Organisation
Industry and Professional Associations
City of Melbourne – Melbourne Financial Services Directory
p.74
Industry and Professional Associations
National Institute of Public Accountants
Postal Address
GPO Box 1637 Melbourne
Victoria Australia 3001
Office Address
Level 6 555 Lonsdale Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8665 3100
03 8665 3130
natoffice@publicaccountants.org.au
www.publicaccountants.org.au
The Institute of Public Accountants (IPA) is a professional organisation for accountants recognised for their practical,
hands-on skills and a broad understanding of the total business environment. It represents more than 20,000
members and students working in industry, commerce, government, academia and private practice. They provide
global educational pathways for accounting and finance professionals.
Key Services Offered
Education
Type of Office
Head Office
Type of Organisation
Industry and Professional Associations
City of Melbourne – Melbourne Financial Services Directory
p.75
Ancillary Service Providers: Custodians and Administrators
This category consists of organisations who provide support services to the financial services sector. The services
provided include administration, technology support, investment, governance, accounting and marketing.
Businesses in this category:
Australian Administration Services (AAS)
76
Charles River
76
eo Financial Services
76
Financial Synergy
77
Superpartners Pty Ltd
77
City of Melbourne – Melbourne Financial Services Directory
p.76
Ancillary Service Providers: Custodians and Administrators
Australian Administration Services (AAS)
Office Address
Level 1 333 Collins Street Melbourne
Victoria Australia 3000
Ph:
03 9633 8000
email: Email contact form located in website
Web: www.aas.com.au
AAS is one of Australia’s leading superannuation and pension administration specialists, responsible for 4.5 million
super accounts. They are innovators in superannuation and pension administration, introducing streamlined systems
for trustees, employers and members, and taking a proactive role in helping Australians grow their retirement saving.
Key Services Offered
Superannuation Administration
Type of Office
Regional Office
Type of Organisation
Custodians and Administrators
Charles River
Office Address
Level 12 350 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8628 0100
03 8628 0111
sales@crd.com
www.crd.com
Charles River Development provides software, hosting and data services to automate front and middle office
investment operations for buy-side firms. On-premise software and SaaS solutions support portfolio management,
compliance and risk monitoring, access to global liquidity, and trade processing
Key Services Offered
Administrative and Technological Solutions
Type of Office
Head Office
Type of Organisation
Custodians and Administrators
eo Financial Services
Postal Address
PO Box 16041 Melbourne
Victoria Australia 3001
Office Address
Level 5 575 Bourke Street Melbourne
Victoria Australia 3000
City of Melbourne – Melbourne Financial Services Directory
p.77
Ancillary Service Providers: Custodians and Administrators
Ph:
Fax:
email:
Web:
03 8605 4400
03 8605 4499
contact@eofinancialservices.com.au
www.eofinancialservices.com.au
Eo provides effective and innovative solutions to superannuation trustees, company boards, employers and
associations. They offer a broad range of services organised across their six specialised teams.
Key Services Offered
Operation, Secretariat and Governance, Investments, Finance and Accounting, Sales and Marketing
Type of Office
Head Office
Type of Organisation
Custodians and Administrators
Financial Synergy
Office Address
Level 46 The Tower 360 Elizabeth Street Melbourne
Victoria Australia 3000
Ph:
03 9654 1399
email: info@financialsynergy.com.au
Web: www.financialsynergy.com.au
Financial Synergy are solely devoted to the superannuation and wealth management industry in Australia delivering
innovative technology solutions to the industry. They help clients convert challenges into opportunities by devising
solutions that maximise member experience and boost business performance.
Key Services Offered
Administrative and Technological Solutions
Type of Office
Head Office
Type of Organisation
Custodians and Administrators
Superpartners Pty Ltd
Postal Address
Locked Bag 999 Carlton South
Victoria Australia 3053
Office Address
Level 26 Casselden Place 3 Lonsdale Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9200 4555
03 9200 4433
contactus@superpartners.com.au
www.superpartners.com.au
Superpartners focus on industry superannuation and aim to provide administration services at the lowest possible
cost. Their services help clients stand out by offering a better customer experience across the major milestones of a
member’s working life and as they transition into retirement.
Key Services Offered
City of Melbourne – Melbourne Financial Services Directory
p.78
Ancillary Service Providers: Custodians and Administrators
Superannuation Administration
Type of Office
Head Office
Type of Organisation
Custodians and Administrators
City of Melbourne – Melbourne Financial Services Directory
p.79
Ancillary Service Providers: Legal Firms
This category consists of organisations who provide legal support to the financial services sector. The services provided
include mergers, taxation, banking and finance law, corporate governance and insurance.
Businesses in this category:
Allens
80
Ashurst Australia
80
Baker & McKenzie
80
Clarendon Lawyers
81
Clayton Utz
81
Corrs Chambers Westgarth
82
DLA PIPER AUSTRALIA
82
Freehills
82
Gadens
83
Gilbert + Tobin
83
Greenfields Financial Services Lawyers
84
Hall & Wilcox
84
Herbert Geer
85
Holding Redlich
85
HWL Ebsworth Lawyers
86
King & Wood Mallesons
86
Lander & Rogers (Lawyers)
87
Maddocks Lawyers
87
Maurice Blackburn Commercial
87
Middletons
88
Minter Ellison
88
Norton Rose Australia
89
Slater and Gordon
89
State Trustees
90
City of Melbourne – Melbourne Financial Services Directory
p.80
Ancillary Service Providers: Legal Firms
Allens
Postal Address
GPO Box 1776 Melbourne
Victoria Australia 3001
Office Address
Level 37 101 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9614 1011
03 9614 4661
Email contact form located in website
www.allens.com.au
Allens is a commercial law firm operating in the Asia-Pacific region. Allens cover a broad spectrum of commercial
issues, ranging from biotech to native title.
Key Services Offered
Banking and Finance, Taxation, Superannuation, Infrastructure, Corporate Governance, Insurance and Taxation
Type of Office
Regional Office
Type of Organisation
Legal Firms
Ashurst Australia
Office Address
Level 26 181 William Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9679 3000
03 9679 3111
legal.info@ashurst.com
www.ashurst.com
Ashurst is one of Australia’s leading law firms with over 190 partners and 800 lawyers in Australia and through-out the
Asia region. Ashurst is a multi disciplined law firm specialising in a variety of areas. They offer their client’s in-depth
legal (commercial) capability and experience in Australia and through-out the Asia region.
Key Services Offered
Commercial Law, Finance, Private Equity and Taxation
Type of Office
Regional Office
Type of Organisation
Legal Firms
Baker & McKenzie
Office Address
Level 19 181 William Street Melbourne
Victoria Australia 3000
City of Melbourne – Melbourne Financial Services Directory
p.81
Ancillary Service Providers: Legal Firms
Ph:
Fax:
email:
Web:
03 9617 4200
03 9614 2103
Email contact form located in website
www.bakermckenzie.com.au
Baker & McKenzie are a global legal firm that operate out of 60 countries and across a variety of legal areas. In
Australia, they are the trusted advisors to leading Australian and multi-national corporations, State and Federal
governments, Australian, international and multilateral institutions.
Key Services Offered
Banking and Finance, Taxation, Infrastructure, Corporate, Compliance and Taxation
Type of Office
Regional Office
Type of Organisation
Legal Firms
Clarendon Lawyers
Office Address
Level 17 North Rialto Tower 525 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8681 4400
03 8681 4499
info@clarendonlawyers.com.au
www.clarendonlawyers.com.au
Clarendon Lawyers is a corporate/commercial law firm providing a range of legal and commercial advice to high net
worth individuals, closely held family businesses, and government organisations.
Key Services Offered
Mergers, Financial Services, Commercial and Taxation
Type of Office
Head Office
Type of Organisation
Legal Firms
Clayton Utz
Office Address
Level 18 333 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9286 6000
03 9629 8488
Email contact form located in website
www.claytonutz.com
Clayton Utz is a full-service commercial law firm, with lawyers around the country with diverse and broad-ranging legal
experience, across a range of industry sectors. The firm provides legal services in a variety of different legal areas.
Key Services Offered
Banking and Finance, Corporate, Taxation and Insurance
Type of Office
Regional Office
City of Melbourne – Melbourne Financial Services Directory
p.82
Ancillary Service Providers: Legal Firms
Type of Organisation
Legal Firms
Corrs Chambers Westgarth
Postal Address
GPO Box 9925 Melbourne
Victoria Australia 3001
Office Address
Level 36 Bourke Place 600 Bourke Street Melbourne
Victoria Australia 3000
Ph:
03 9672 3010
email: Email contact form located in website
Web: www.corrs.com.au
Corrs Chambers Westgarth is a world class law firm committed to driving Australia’s competitiveness and its economic
engagement with Asia. They have offices in Sydney, Melbourne, Brisbane, and Perth as well as strong partnering
relationships globally and throughout the Asia-Pacific region.
Key Services Offered
Banking and Finance, Corporate, Taxation and Capital Markets
Type of Office
Regional Office
Type of Organisation
Legal Firms
DLA PIPER AUSTRALIA
Office Address
Level 21 140 William Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9274 5000
03 9274 5111
Email contact form located in website
www.dlapiper.com.au
DLA Piper in Australia is a full service commercial law firm, providing Australian clients with an extensive breadth and
depth of service across five capital cities nationally.
Key Services Offered
Banking and Finance, Financial Services, Superannuation, Taxation and Insurance
Type of Office
Regional Office
Type of Organisation
Legal Firms
Freehills
Postal Address
GPO Box 128 Melbourne
Victoria Australia 3001
City of Melbourne – Melbourne Financial Services Directory
p.83
Ancillary Service Providers: Legal Firms
Office Address
Level 42-43 101 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9288 1234
03 9288 1567
business.enquiries@freehills.com
www.freehills.com.au
Freehills is an Australian based international law firm, with offices in Australia and Singapore. They partner with the
majority of Australia’s top 100 listed companies and have an international client base covering industry sectors
including banking & financial services, construction, energy, insurance, health, mining, media and
telecommunications, private equity, property, transport, and water and waste.
Key Services Offered
Banking and Finance, Financial Services, Superannuation and Taxation
Type of Office
Regional Office
Type of Organisation
Legal Firms
Gadens
Postal Address
GPO Box 48 Melbourne
Victoria Australia 3000
Office Address
Level 25 600 Bourke Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9252 2555
03 9252 2500
info@vic.gadens.com.au
www.gadens.com.au
Gadens Melbourne service the legal needs of major Australian and multinational clients, as well as small to medium
sized enterprises, servicing clients in the banking and finance, property and construction and energy and resources
sectors.
Key Services Offered
Banking and Finance, Insurance, Taxation and Corporate Advisory
Type of Office
Head Office
Type of Organisation
Legal Firms
Gilbert + Tobin
Postal Address
GPO Box 90 Melbourne
Victoria Australia 3001
Office Address
Level 39 120 Collins Street Melbourne
Victoria Australia 3000
City of Melbourne – Melbourne Financial Services Directory
p.84
Ancillary Service Providers: Legal Firms
Ph:
Fax:
email:
Web:
03 8656 3300
03 8656 3400
Email contact form located in website
www.gtlaw.com.au
Gilbert + Tobin are one of Australia’s leading law firms. Gilbert + Tobin operate in all sectors of the economy
undertaking large scale commercial and government transactions in Australia and the Asia Pacific region.
Key Services Offered
Banking and Finance, Employment, Taxation and Corporate Advisory
Type of Office
Regional Office
Type of Organisation
Legal Firms
Greenfields Financial Services Lawyers
Postal Address
PO Box 469 Flinders Lane Melbourne
Victoria Australia 8009
Office Address
Level 4 350 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8622 8000
03 9670 9770
office@greenfieldslawyers.com.au
www.greenfieldslawyers.com.au
Greenfields is a commercial law firm with a financial services practice. The firm advises financial institutions, corporate
and superannuation trustees, responsible entities and fund managers on all aspects of financial product structuring
and development, financial services regulation and risk management.
Key Services Offered
Banking and Finance, Corporate Advisory, Taxation and Mergers and Acquisitions
Type of Office
Head Office
Type of Organisation
Legal Firms
Hall & Wilcox
Office Address
Level 30 600 Bourke Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9603 3555
03 9670 9632
information@hallandwilcox.com.au
www.hallandwilcox.com.au
Hall & Wilcox are one of Australia’s leading law firms. The firm is a full-service commercial law firm, with strengths in
most areas of commercial practice.
City of Melbourne – Melbourne Financial Services Directory
p.85
Ancillary Service Providers: Legal Firms
Key Services Offered
Banking and Finance, Financial Services, Superannuation and Taxation
Type of Office
Regional Office
Type of Organisation
Legal Firms
Herbert Geer
Postal Address
GPO Box 524 Melbourne
Victoria Australia 3001
Office Address
Level 20 385 Bourke Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9670 6123
03 9670 5670
Email contact form located in website
www.herbertgeer.com.au
Herbert Geer is a commercial law firm with offices in Melbourne, Sydney and Brisbane. They deliver commercial
solutions for clients through an application of specialist knowledge, technology and legal skills. Herbert Geer have
over 300 employees provide services in: Accident compensation, banking and finance, clean energy and carbon law
and commercial dispute resolution.
Key Services Offered
Banking and Finance, Taxation, Superannuation and Insurance
Type of Office
Head Office
Type of Organisation
Legal Firms
Holding Redlich
Postal Address
GPO Box 2154 Melbourne
Victoria Australia 3001
Office Address
Level 8 555 Bourke Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9321 9999
03 9321 9900
inquiries@holdingredlich.com.au
www.holdingredlich.com.au
Holding Redlich are one of Australia’s leading commercial law firms. The firm is a full-service commercial firm, with
strengths in most areas of commercial practice including: agribusiness and rural industries, competition and consumer
law, immigration law and workplace relations.
Key Services Offered
Corporate/Commercial Law, Mergers and Acquisitions, Superannuation and Mergers/Acquisitions
City of Melbourne – Melbourne Financial Services Directory
p.86
Ancillary Service Providers: Legal Firms
Type of Office
Regional Office
Type of Organisation
Legal Firms
HWL Ebsworth Lawyers
Postal Address
PO Box 3 Collins Street West Melbourne
Victoria Australia 8007
Office Address
Level 26 530 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8644 3500
1300 365 323
Email contact form located in website
www.hwlebsworth.com.au
HWL Ebsworth is an integrated, full service commercial law firm, providing legal services at competitive rates. They
operate offices along the east coast of Australia in Brisbane, Canberra, Melbourne, Norwest (North West Sydney) and
Sydney with over 670 staff, including 144 Partners and 305 other legal staff.
Key Services Offered
Banking and Finance, Corporate/Commercial, Capital Markets, Insurance and Taxation
Type of Office
Regional Office
Type of Organisation
Legal Firms
King & Wood Mallesons
Office Address
Level 50 Bourke Place 600 Bourke Street Melbourne
Victoria Australia 3000
Ph:
03 9643 4000
email: global@kwm.com
Web: www.kwm.com
King & Wood and Mallesons Stephen Jacques are a full service law firm servicing start-ups, local and global
corporate, financial powerhouses and all levels of Government. They service industries including: international trade,
investment, telecommunications, media, Government and public.
Key Services Offered
Banking and Finance, Taxation, Superannuation, Insolvency and Corporate
Type of Office
Regional Office
Type of Organisation
Legal Firms
City of Melbourne – Melbourne Financial Services Directory
p.87
Ancillary Service Providers: Legal Firms
Lander & Rogers (Lawyers)
Postal Address
GPO Box 1842 Melbourne
Victoria Australia 3001
Office Address
Level 12 Bourke Place 600 Bourke Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9269 9000
03 9269 9001
Email contact form located in website
www.landers.com.au
Lander & Rogers is an Australian law firm with offices in Melbourne and Sydney. They have seven main areas of
practice. Their clients include many mid and large sized Australian companies and Australian subsidiaries of global
companies.
Key Services Offered
Financial Services, Insurance, Mergers & Acquisitions, Joint Ventures and Risk Management
Type of Office
Head Office
Type of Organisation
Legal Firms
Maddocks Lawyers
Office Address
140 William Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9288 0555
03 9288 0666
info@maddocks.com.au
www.maddocks.com.au
Maddocks are one of Australia’s top legal firms, with offices in Canberra, Melbourne and Sydney. They provide
premium legal services to corporations, businesses and governments throughout Australia and internationally across
a diverse range of industry sectors.
Key Services Offered
Banking and Finance, Financial Services, Commercial Contracts and Insolvency
Type of Office
Regional Office
Type of Organisation
Legal Firms
Maurice Blackburn Commercial
Office Address
Level 10 456 Lonsdale Street Melbourne
Victoria Australia 3000
Ph:
Fax:
03 9605 2700
03 9258 9617
City of Melbourne – Melbourne Financial Services Directory
p.88
Ancillary Service Providers: Legal Firms
email: Email contact form located in website
Web: www.mauriceblackburn.com.au
Maurice Blackburn lawyers specialise in compensation law and have offices nationally. The firm specialises in cases
involving compensation for workplace and road accident injuries, medical negligence, asbestos diseases, public
liability, employment and industrial issues, and superannuation and insurance claims.
Key Services Offered
Workplace Relations, Class Actions, Superannuation, Insurance, Commercial, Medical Negligence and Employment
Law
Type of Office
Head Office
Type of Organisation
Legal Firms
Middletons
Postal Address
GPO Box 4388 Melbourne
Victoria Australia 3001
Office Address
Level 25 Rialto South Tower 525 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9205 2000
03 9205 2055
info@middletons.com
www.middletons.com.au
Middletons are an Australian full service commercial law firm. They have extensive experience acting for industry
leaders, major corporations and government on ground-breaking legal transactions in Australia and internationally.
Key Services Offered
Banking and Finance, Commercial, Insurance and Taxation
Type of Office
Head Office
Type of Organisation
Legal Firms
Minter Ellison
Office Address
Rialto Towers 525 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8608 2000
03 8608 1000
mail@minterellison.com
www.minterellison.com
Minter Ellison is an international law firm based in Australia. They are one of the largest law firms operating in the Asia
Pacific. More than 290 partners and 900 legal staff work in 15 offices across Australia, New Zealand, the People’s
Republic of China, Hong Kong, Mongolia and the United Kingdom. Minter Ellison is a multi disciplined law firm
specialising in a variety of legal fields.
City of Melbourne – Melbourne Financial Services Directory
p.89
Ancillary Service Providers: Legal Firms
Key Services Offered
Finance, Insurance, Taxation and Corporate
Type of Office
Regional Office
Type of Organisation
Legal Firms
Norton Rose Australia
Postal Address
GPO Box 4592SS Melbourne
Victoria Australia 3001
Office Address
Level 15 RACV Tower 485 Bourke Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8686 6000
03 8686 6505
matthew.croagh@nortonrose.com
www.nortonrose.com.au
Norton Rose Australia is a member of Norton Rose Group, an international legal practice offering full commercial law
services to many of the world’s pre-eminent financial institutions and corporations.
Key Services Offered
Banking and Finance, Taxation, Insurance and Infrastructure
Type of Office
Head Office
Type of Organisation
Legal Firms
Slater and Gordon
Postal Address
GPO Box 4864 Melbourne
Victoria Australia 3001
Office Address
485 La Trobe Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9602 6888
03 9600 0290
Email contact form located in website
www.slatergordon.com.au
Slater & Gordon is an Australian law firm specialising in insurance claims, commercial, family and asbestos-related
law. Their general legal services include public liability, family law, wills & probate, commercial disputes and litigation,
and business advisory services.
Key Services Offered
Medical law, Superannuation, Insurance, Workers Compensation and Comcare Claims
Type of Office
Head Office
City of Melbourne – Melbourne Financial Services Directory
p.90
Ancillary Service Providers: Legal Firms
Type of Organisation
Legal Firms
State Trustees
Office Address
168 Exhibition Street Melbourne
Victoria Australia 3000
Ph:
03 9667 6466
email: Email contact form located in website
Web: www.statetrustees.com.au
State Trustees aim to help Victorians with their financial needs so they can make the most of their opportunities. State
Trustees offer a diverse range of professional products and services to help protect and grow their clients’ assets.
They offer financial planning and legal estate advice, regardless of background or personal circumstances.
Key Services Offered
Financial Services, Trustee Services, Wills and Estates
Type of Office
Head Office
Type of Organisation
Legal Firms
City of Melbourne – Melbourne Financial Services Directory
p.91
Ancillary Service Providers: Accounting Firms
This category consists of organisations that specialise in providing accounting and related services. The services
provided may include auditing, taxation, corporate recovery, assurance, trusts and wealth management.
The majority of these organisations are multi-disciplined, with offices in each Australian capital city. All the ‘big four’
accounting firms have regional offices in Melbourne. Together with mid-tier firms, they provide accounting support to
private and corporate clients.
Businesses in this category:
BDO Australia (BDO)
92
Bentleys
92
Crowe Horwath
92
Deloitte Touche Tohmatsu Limited
93
Ernst & Young (EY)
93
Ferrier Hodgson
94
Grant Thornton
94
H&R Block
95
HLB Mann Judd
95
KordaMentha
96
KPMG
96
McGrathNicol
96
MGI Melbourne
97
Moore Stephens
97
Pitcher Partners
98
PKF
98
PPB Advisory
99
PricewaterhouseCoopers (PWC)
99
RSM Bird Cameron
99
WHK Group
100
William Buck
100
City of Melbourne – Melbourne Financial Services Directory
p.92
Ancillary Service Providers: Accounting Firms
BDO Australia (BDO)
Office Address
454 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
1300 138 991
07 3221 9227
info.melbourne@bdo.com.au
www.bdo.com.au
BDO is one of Australia’s largest associations of independently owned accounting practices, with offices in Adelaide,
Brisbane, Cairns, Darwin, Hobart, Melbourne, Perth and Sydney. Their services include taxation and audit services.
Key Services Offered
Taxation, Audit/Assurance and Advisory Services
Type of Office
Head Office
Type of Organisation
Accounting Firms
Bentleys
Postal Address
GPO Box 2266 Melbourne
Victoria Australia 3001
Office Address
Level 7 114 William Street Melbourne
Victoria Australia 3001
Ph:
Fax:
email:
Web:
03 9274 0600
03 9274 0660
admin@melb.bentleys.com.au
www.bentleys.com.au
Bentleys is a global accounting and business advisory firm. They specialises in advising owner-managed businesses,
government, corporations and high net-worth individuals. The services they provide include; accounting, audit and
assurance, business advisory, corporate recovery, financial planning, superannuation advice, trusts and estates
planning, and taxation consulting.
Key Services Offered
Taxation, Audit/Assurance, Advisory, Corporate Recovery, Financial Planning, Superannuation and Trusts/Estate
Planning
Type of Office
Regional Office
Type of Organisation
Accounting Firms
Crowe Horwath
Office Address
Level 17 181 William Street Melbourne
Victoria Australia 3000
City of Melbourne – Melbourne Financial Services Directory
p.93
Ancillary Service Providers: Accounting Firms
Ph:
03 9258 6700
email: melbourne@crowehorwath.com.au
Web: www.crowehorwath.net/au
Crowe Horwath is a multifaceted accounting firm that works with companies and individuals to maximise their growth
potential and achieve their financial goals. Formerly known as WHK Horwath, they deliver services for individuals,
businesses, government and not-for-profit organisations.
Key Services Offered
Taxation, Audit/Assurance, Advisory, Risk and Wealth Management
Type of Office
Regional Office
Type of Organisation
Accounting Firms
Deloitte Touche Tohmatsu Limited
Office Address
550 Bourke Street Melbourne
Victoria Australia 3001
Ph:
03 9671 7000
email: Email contact form located in website
Web: www.deloitte.com.au
Deloitte is the brand under which tens of thousands of dedicated professionals in independent firms throughout the
world collaborate to provide audit, consulting, financial advisory, risk management, and tax services to selected
clients.
Key Services Offered
Taxation, Audit/Assurance, Advisory, Consulting, Corporate Finance, Risk and Forensic
Type of Office
Regional Office
Type of Organisation
Accounting Firms
Ernst & Young (EY)
Office Address
8 Exhibition Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9288 8000
03 8650 7777
Email contact form located in website
www.ey.com.au
Ernst & Young is one of the largest professional service firms in the world. Ernst & Young specialise in assurance,
taxation, transactions and advisory services. Ernst & Young has offices in Adelaide, Brisbane, Canberra, the Gold
Coast, Melbourne, Perth and Sydney and they operate across a range of industries including life sciences, oil & gas,
private equity, financial services, consumer products and technology.
Key Services Offered
Taxation, Assurance, Transactions and Advisory
City of Melbourne – Melbourne Financial Services Directory
p.94
Ancillary Service Providers: Accounting Firms
Type of Office
Regional Office
Type of Organisation
Accounting Firms
Ferrier Hodgson
Postal Address
PO Box 290 Collins Street West Melbourne
Victoria Australia 8007
Office Address
Level 29 600 Bourke Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9600 4922
03 9642 5887
melbourne@fh.com.au
www.ferrierhodgson.com
Ferrier Hodgson is a group of Accounting firms specialising in Insolvency in the Australian and Asia Pacific region,
with offices in all major capital cities in Australia, Singapore, Malaysia, Indonesia, and Japan. Whilst their core
business is corporate recovery, the firm has also endeavoured to build corporate advisory and forensic accounting
services as core specialties in recent years due to the stagnant nature of the insolvency industry.
Key Services Offered
Corporate Recovery, Forensics, Corporate Advisory and Management Consulting
Type of Office
Regional Office
Type of Organisation
Accounting Firms
Grant Thornton
Postal Address
GPO Box 4736 Melbourne
Victoria Australia 3001
Office Address
Level 30 The Rialto 525 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8320 2222
03 8320 2200
info.vic@au.gt.com
www.grantthornton.com.au
Grant Thornton is one of the world’s leading organisations of independent assurance, tax and advisory firms. They
help organisations unlock their potential for growth by providing specialist services, business advice and growth
solutions.
Key Services Offered
Taxation, Audit/Assurance, Corporate Finance, Recovery, Business Services and Forensics
Type of Office
Regional Office
City of Melbourne – Melbourne Financial Services Directory
p.95
Ancillary Service Providers: Accounting Firms
Type of Organisation
Accounting Firms
H&R Block
Office Address
Level 3 75 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9654 5058
03 9654 5059
melbournecity@hrblock.com.au
www.hrblock.com.au
H&R Block Australia serves the taxpaying public in more than 400 offices across the country. Tax Consultants use the
latest in computerised processing and up-to-date electronic filing technology to prepare all types of returns, including
personal, investment, small business and corporate returns.
Key Services Offered
Taxation
Type of Office
Regional Office
Type of Organisation
Accounting Firms
HLB Mann Judd
Postal Address
PO Box 2850 Melbourne
Victoria Australia 3001
Office Address
Level 1 160 Queen Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9606 3888
03 9606 3800
mailbox@hlbvic.com.au
www.hlb.com.au
HLB Mann Judd is a mid-tier chartered accounting group with member firms throughout Australia and New Zealand.
HLB International co-ordinates the international activities of its member firms, who provide clients with comprehensive
and personal services relating to a wide range of professional services.
Key Services Offered
Taxation, Audit/Assurance, Business Recovery, Consulting and Wealth Management
Type of Office
Regional Office
Type of Organisation
Accounting Firms
City of Melbourne – Melbourne Financial Services Directory
p.96
Ancillary Service Providers: Accounting Firms
KordaMentha
Postal Address
GPO Box 298 Melbourne
Victoria Australia 3001
Office Address
Level 24 333 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8623 3333
03 8623 3399
info@kordamentha.com
www.kordamentha.com
KordaMentha is an Australian accounting firm known for their work as insolvency and restructuring practitioners. They
also provide Corporate Recovery Services, Turnaround Restructuring Services, Real Estate Advisory (distressed
situations) and Forensic Services.
Key Services Offered
Corporate Recovery, Forensics, Turnaround/Restructuring and Real Estate Advisory
Type of Office
Regional Office
Type of Organisation
Accounting Firms
KPMG
Office Address
147 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9288 5555
03 9288 6666
Email contact form located in website
www.kpmg.com.au
KPMG is a leading provider of finance services and offers industry insight to help organisations negotiate risks and
perform in dynamic and challenging business environments. In Australia, KPMG has around 5,200 people, including
over 380 partners, operating out of 13 offices around the country. Their position is built on professionalism, quality of
the Audit, Tax, and Advisory services and the contribution they make to the wellbeing of communities.
Key Services Offered
Audit, Taxation, Advisory, Industries, Asian Business and Private Enterprise
Type of Office
Regional Office
Type of Organisation
Accounting Firms
McGrathNicol
Postal Address
GPO Box 9986 Melbourne
Victoria Australia 3001
City of Melbourne – Melbourne Financial Services Directory
p.97
Ancillary Service Providers: Accounting Firms
Office Address
Level 8 60 City Road Southbank
Victoria Australia 3006
Ph:
Fax:
email:
Web:
03 9038 3100
03 9038 3199
Email contact form located in website
www.mcgrathnicol.com
McGrathNicol is an independent boutique advisory firm specialising in Corporate Advisory, Forensic, Transaction
Services and Corporate Recovery. They are a market leader in Australia and in New Zealand, with more than 30
Partners and 300 employees across the region.
Key Services Offered
Corporate Advisory, Forensics, Transaction Services, and Corporate Recovery
Type of Office
Regional Office
Type of Organisation
Accounting Firms
MGI Melbourne
Office Address
Level 10 600 St Kilda Road Melbourne
Victoria Australia 3004
Ph:
Fax:
email:
Web:
03 9521 3000
03 9521 3242
info@mgimelb.com.au
www.mgimelb.com.au
MGI provides services and solutions for medium to large privately owned businesses and their owners, with a
particular focus on family business, small businesses with ambition for growth and Australian subsidiaries of foreign
companies.
Key Services Offered
Business Services, Assurance, Growth Solutions, Taxation, Corporate Advisory, Superannuation, Wealth
Management and International Business
Type of Office
Head Office
Type of Organisation
Accounting Firms
Moore Stephens
Office Address
Level 10 530 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8635 1800
03 8102 3400
melbourne@moorestephens.com.au
www.moorestephens.com.au
Moore Stephens specialise in providing highly personalised, expert and commercially astute advisory services to their
clients. All Moore Stephens firms are long-standing members of their local business communities and specialise in
City of Melbourne – Melbourne Financial Services Directory
p.98
Ancillary Service Providers: Accounting Firms
providing highly personalised, expert and commercially astute assurance, accounting, taxation and advisory services
to their clients.
Key Services Offered
Tax, Audit/Assurance, Business Services, Corporate Finance/Recovery, Forensics, Risk Management, and Wealth
Management
Type of Office
Regional Office
Type of Organisation
Accounting Firms
Pitcher Partners
Office Address
Level 19 15 William Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 8610 5000
03 8610 5555
partners@pitcher.com.au
www.pitcher.com.au
Pitcher Partners is a national association of independent accounting and financial services firms. Pitcher Partners
Melbourne specialises in providing services to large private family businesses, small corporate entities, and the
individuals within these businesses.
Key Services Offered
Taxation, Audit/Assurance, Business Services, Consulting, Transaction Services and Superannuation Services
Type of Office
Head Office
Type of Organisation
Accounting Firms
PKF
Office Address
Level 14 140 William Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9603 1700
03 9602 3870
melbourne@pkf.com.au
www.pkf.com.au
PKF is one of the largest accounting associations in Australia located in 11 capital city and regional offices nationally.
PKF offers a comprehensive suite of accounting and business advisory services for all business lifecycle phases and
across industry sectors.
Key Services Offered
Taxation, Audit/Assurance, Business Risk Solutions, Business Advisory, Corporate Services and Superannuation
Services
Type of Office
Regional Office
City of Melbourne – Melbourne Financial Services Directory
p.99
Ancillary Service Providers: Accounting Firms
Type of Organisation
Accounting Firms
PPB Advisory
Office Address
Level 21 181 William Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9269 4000
03 9269 4099
Email contact form located in website
www.ppbadvisory.com
PPB Advisory is a professional advisory firm, who provide strategic and financial advice and provide insolvency
services to companies and individuals. They help clients break through barriers that may hinder their success.
Key Services Offered
Corporate Advisory, Forensics, Restructures/Turnarounds and Insolvency Services
Type of Office
Regional Office
Type of Organisation
Accounting Firms
PricewaterhouseCoopers (PWC)
Postal Address
GPO Box 1331 Melbourne
Victoria Australia 3001
Office Address
Level 19 Freshwater Place 2 Southbank Southbank
Victoria Australia 3004
Ph:
Fax:
email:
Web:
03 8603 1000
03 8603 1999
Email contact form located in website
www.pwc.com.au
PwC is one of Australia’s leading professional services firms, bringing the power of a global network of firms to help
Australian businesses, not-for-profit organisations and governments assess their performance and improve the way
they work. Their main services are assurance, taxation and advisory.
Key Services Offered
Assurance, Consulting, Taxation, Legal Services and Private
Type of Office
Regional Office
Type of Organisation
Accounting Firms
RSM Bird Cameron
Postal Address
PO Box 248 Collins Street West Melbourne
Victoria Australia 8007
City of Melbourne – Melbourne Financial Services Directory
p.100
Ancillary Service Providers: Accounting Firms
Office Address
Level 8 Rialto South Tower 525 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9286 1800
03 9286 1999
Email contact form located in website
www.rsmi.com.au
RSM Bird Cameron is a full service national accounting firm delivering corporate financial and advisory accounting
services to clients across diverse industry sectors. RSM Bird Cameron has a national network of 27 offices and
specialises in taxation.
Key Services Offered
Assurance/Advisory, Business Solutions, Corporate Finance, Risk, Financial Services, Taxation and
Turnaround/Insolvency
Type of Office
Regional Office
Type of Organisation
Accounting Firms
WHK Group
Office Address
Level 17 181 William Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9258 6700
03 9258 6722
mel@whk.com.au
www.whk.com.au
WHK is a large accounting business in Australasia. They provide accounting and related services to small medium
enterprises and high net worth clients across Australia and both islands of New Zealand.
Key Services Offered
Accounting, Advisory, Audit/Assurance, Estate Planning, Insurance, Taxation and Business Growth
Type of Office
Regional Office
Type of Organisation
Accounting Firms
William Buck
Postal Address
PO Box 185 Toorak
Victoria Australia 3142
Office Address
Level 20 181 William Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9824 8555
03 9824 8580
info@williambuckvic.com.au
www.williambuck.com
City of Melbourne – Melbourne Financial Services Directory
p.101
Ancillary Service Providers: Accounting Firms
William Buck is a leading firm of Chartered Accountants with over 50 years in the Victorian market. They are strongly
embedded in the business community and are proud to work with a vast range of small to medium sized businesses,
large corporations and high net worth individuals.
Key Services Offered
Assurance/Advisory, Business Services, Corporate Advisory, Taxation and Wealth Advisory
Type of Office
Regional Office
Type of Organisation
Accounting Firm
City of Melbourne – Melbourne Financial Services Directory
p.102
Company Directory
Organisation
Type of Organisation
AAMI
Insurance
64
AGEST Super
Pension (Superannuation) Funds
20
AIA Australia
Insurance
64
Allens
Legal Firms
80
AMP Limited
Investment and other Banks including representative offices
14
Arab Bank Australia
Retail Banks and Mutual Institutions
Ashurst Australia
Legal Firms
80
Association of Accounting Technicians (AAT)
Industry and Professional Associations
70
AUSfund
Pension (Superannuation) Funds
20
Austock
Private Equity and Venture Capital Firms
33
Australia and New Zealand Banking Group
Limited (ANZ)
Retail Banks and Mutual Institutions
Australian Accounting Standards Board (AASB)
Regulators
Australian Administration Services (AAS)
Custodians and Administrators
76
Australian Centre for Financial Studies (ACFS)
Industry and Professional Associations
70
Australian Defence Credit Union Limited (ADCU)
Retail Banks and Mutual Institutions
Australian Institute of Superannuation Trustees
(AIST)
Industry and Professional Associations
Australian Prudential Regulatory Authority (APRA)
Regulators
109
Australian Securities and Investment Commission
(ASIC)
Regulators
110
Australian Tax Office (ATO)
Regulators
110
Australian Transactions Reports and Analysis
Centre (AUSTRAC)
Regulators
110
AustralianSuper
Pension (Superannuation) Funds
20
AXA Australia
Insurance
64
Baker & McKenzie
Legal Firms
80
Bank of China (Australia) (BOC)
Retail Banks and Mutual Institutions
3
Bank of Cyprus Australia Limited
Retail Banks and Mutual Institutions
3
Bank of Melbourne
Retail Banks and Mutual Institutions
4
Bankmecu
Retail Banks and Mutual Institutions
4
BDO Australia (BDO)
Accounting Firms
Beirut Hellenic Bank
Retail Banks and Mutual Institutions
Bell Potter
Brokers and Wealth Managers
55
Bellwether Group Ltd
Brokers and Wealth Managers
55
Bennelong Funds Management Ltd
Asset Consultants and Research Houses
36
Bentleys
Accounting Firms
92
Big Sky Building Society Limited
Retail Banks and Mutual Institutions
City of Melbourne – Melbourne Financial Services Directory
Page No.
2
2
109
2
70
92
4
5
p.103
Company Directory
Organisation
Type of Organisation
BlackRock Investment Management (Australia)
Limited
Asset Consultants and Research Houses
36
BNP Paribas
Investment and other Banks including representative offices
14
BNY Mellon
Asset Consultants and Research Houses
36
Bravura Solutions
Asset Consultants and Research Houses
37
BT Financial Group
Investment and other Banks including representative offices
14
BUPA/HBA
Insurance
65
CA Australia
Industry and Professional Associations
71
Care Super
Pension (Superannuation) Funds
21
Catholic Church Insurances Limited (CCI)
Insurance
65
Catholic Super
Pension (Superannuation) Funds
21
Cbus
Pension (Superannuation) Funds
22
CFA Society of Melbourne
Industry and Professional Associations
71
CGU
Insurance
66
Charles River
Custodians and Administrators
76
Citibank Australia (Citi)
Retail Banks and Mutual Institutions
Clarendon Lawyers
Legal Firms
81
Clayton Utz
Legal Firms
81
Colonial First State
Investment and other Banks including representative offices
15
Combined Fund
Pension (Superannuation) Funds
22
Commerzbank
Investment and other Banks including representative offices
15
Commonwealth Bank of Australia (CBA)
Retail Banks and Mutual Institutions
Contango Asset Management
Asset Consultants and Research Houses
37
Cooper Investors
Asset Consultants and Research Houses
38
Corporate Super Association (CSA)
Industry and Professional Associations
72
Corrs Chambers Westgarth
Legal Firms
82
CPA Australia
Industry and Professional Associations
72
Credit Suisse
Investment and other Banks including representative offices
16
Crowe Horwath
Accounting Firms
92
Cygnet Capital
Asset Consultants and Research Houses
38
Defence Bank
Retail Banks and Mutual Institutions
Deloitte Touche Tohmatsu Limited
Accounting Firms
Department of Business and Innovation (DBI)
Regulators
Deutsche Bank
Investment and other Banks including representative offices
16
DLA PIPER AUSTRALIA
Legal Firms
82
E.L. Baillieu Stockbroking Pty Ltd
Brokers and Wealth Managers
56
eo Financial Services
Custodians and Administrators
76
City of Melbourne – Melbourne Financial Services Directory
Page No.
5
6
6
93
111
p.104
Company Directory
Organisation
Type of Organisation
Equipsuper
Pension (Superannuation) Funds
23
Equity Trustees Limited
Brokers and Wealth Managers
56
Ernst & Young (EY)
Accounting Firms
93
ESSSuper
Pension (Superannuation) Funds
23
Ferrier Hodgson
Accounting Firms
94
Financial Ombudsman Service (FOS)
Regulators
Financial Services Institute of Australia (Finsia)
Industry and Professional Associations
73
Financial Synergy
Custodians and Administrators
77
First State Super
Pension (Superannuation) Funds
23
FIRSTSUPER
Pension (Superannuation) Funds
24
Franklin Templeton Australia
Asset Consultants and Research Houses
38
Freehills
Legal Firms
82
Frontier Investment Consulting
Asset Consultants and Research Houses
39
Future Fund
Asset Consultants and Research Houses
39
Gadens
Legal Firms
93
GE Money
Retail Banks and Mutual Institutions
Gilbert + Tobin
Legal Firms
83
Gillon Securities Ltd
Brokers and Wealth Managers
56
Goldman Sachs
Investment and other Banks including representative offices
17
Grant Thornton
Accounting Firms
94
Greenfields Financial Services Lawyers
Legal Firms
84
H&R Block
Accounting Firms
95
Halifax Investment Services Ltd
Brokers and Wealth Managers
57
Hall & Wilcox
Legal Firms
84
Herbert Geer
Legal Firms
85
HESTA Super Fund
Pension (Superannuation) Funds
24
HLB Mann Judd
Accounting Firms
95
Holding Redlich
Legal Firms
85
HOLST
Brokers and Wealth Managers
57
HOSTPLUS
Pension (Superannuation) Funds
25
HSBC
Investment and other Banks including representative offices
17
HWL Ebsworth Lawyers
Legal Firms
86
IFS Insurance Broking
Insurance
66
Industry Funds Management (IFM)
Private Equity and Venture Capital Firms
33
Industry Super Network (ISN)
Industry and Professional Associations
73
ING
Investment and other Banks including representative offices
17
Invesco
Asset Consultants and Research Houses
40
City of Melbourne – Melbourne Financial Services Directory
Page No.
111
7
p.105
Company Directory
Organisation
Type of Organisation
Investec Bank (Australia) Limited
Asset Consultants and Research Houses
40
IOOF
Asset Consultants and Research Houses
41
IRIS Pension
Pension (Superannuation) Funds
25
J.P. Morgan Chase & Co.
Investment and other Banks including representative offices
18
JANA Investment Advisers (JANA)
Asset Consultants and Research Houses
41
JBWere
Brokers and Wealth Managers
58
K2 Asset Management
Asset Consultants and Research Houses
41
Karara Capital
Asset Consultants and Research Houses
42
King & Wood Mallesons
Legal Firms
86
KordaMentha
Accounting Firms
96
KPMG
Accounting Firms
96
Lander & Rogers (Lawyers)
Legal Firms
87
LaSalle Investment Management
Asset Consultants and Research Houses
41
Latvian Australian Credit Co-operative Society
Limited
Retail Banks and Mutual Institutions
Legal Services Board (LSB)
Regulators
Legalsuper
Pension (Superannuation) Funds
26
Legg Mason
Asset Consultants and Research Houses
43
Leyland Private Asset Management
Asset Consultants and Research Houses
43
Lodge Partners Pty Ltd
Brokers and Wealth Managers
58
LUCRF Super
Pension (Superannuation) Funds
26
Maddocks Lawyers
Legal Firms
87
Maritime Superannuation
Pension (Superannuation) Funds
26
Maritime, Mining & Power Credit Union Limited
Retail Banks and Mutual Institutions
Maurice Blackburn Commercial
Legal Firms
87
McGrathNicol
Accounting Firms
96
ME Bank
Retail Banks and Mutual Institutions
Meat Industry Employees’ Superannuation Fund
Pension (Superannuation) Funds
27
Media Super
Pension (Superannuation) Funds
27
Medibank Private
Insurance
67
Mega International Commercial Bank
Retail Banks and Mutual Institutions
Mercer (Australia) Pty Ltd
Asset Consultants and Research Houses
44
MGI Melbourne
Accounting Firms
69
Middletons
Legal Firms
88
Minter Ellison
Legal Firms
88
MLC Investment Australia (MLC)
Asset Consultants and Research Houses
44
Moore Stephens
Accounting Firms
97
City of Melbourne – Melbourne Financial Services Directory
Page No.
7
112
7
8
8
p.106
Company Directory
Organisation
Type of Organisation
Morgan Stanley Investment Management
Asset Consultants and Research Houses
44
Morgan Stanley Smith Barney
Brokers and Wealth Managers
58
Mutual Limited
Asset Consultants and Research Houses
45
National Australia Bank Limited (NAB)
Retail Banks and Mutual Institutions
National Institute of Public Accountants
Industry and Professional Associations
76
netwealth
Asset Consultants and Research Houses
45
Nm Rothschild
Investment and other Banks including representative offices
18
Norton Rose Australia
Legal Firms
98
Octa Phillip
Brokers and Wealth Managers
58
Ord Minnett
Brokers and Wealth Managers
58
PariTrade
Asset Consultants and Research Houses
46
Patersons Securities
Brokers and Wealth Managers
60
Perpetual
Brokers and Wealth Managers
60
Pitcher Partners
Accounting Firms
98
PKF
Accounting Firms
98
Police Credit Union Limited
Retail Banks and Mutual Institutions
PPB Advisory
Accounting Firms
99
PricewaterhouseCoopers (PWC)
Accounting Firms
99
Prime Super
Pension (Superannuation) Funds
28
Prime Value Asset Management
Asset Consultants and Research Houses
46
Private Client Adviser Services Pty Ltd
Asset Consultants and Research Houses
46
Professional Associations Super
Pension (Superannuation) Funds
28
Pulse Credit Union Ltd
Insurance
67
Pzena Investment Management
Asset Consultants and Research Houses
47
QIC
Asset Consultants and Research Houses
47
Rabobank
Retail Banks and Mutual Institutions
RBC Dexia Investor Services
Asset Consultants and Research Houses
48
RBS Group (Australia) Pty Limited
Retail Banks and Mutual Institutions
10
RBS Morgans
Brokers and Wealth Managers
61
REI Super
Pension (Superannuation) Funds
29
Reserve Bank of Australia (RBA)
Regulators
Rice Warner Actuaries
Asset Consultants and Research Houses
48
RSM Bird Cameron
Accounting Firms
99
Sequential Project Service
Asset Consultants and Research Houses
49
SG Hiscock & Company Ltd
Asset Consultants and Research Houses
49
Shadforths Financial Group
Brokers and Wealth Managers
61
Shaw Stockbroking
Brokers and Wealth Managers
61
City of Melbourne – Melbourne Financial Services Directory
Page No.
9
9
9
112
p.107
Company Directory
Organisation
Type of Organisation
Slater and Gordon
Legal Firms
89
State Trustees
Legal Firms
90
Superpartners Pty Ltd
Custodians and Administrators
76
TAL
Insurance
67
The Bank of Tokyo-Mitsubishi UFJ
Retail Banks and Mutual Institutions
10
The Northern Trust Company
Retail Banks and Mutual Institutions
11
The Trust Company
Asset Consultants and Research Houses
49
Towers Watson
Asset Consultants and Research Houses
50
Trader Dealer Pty Ltd
Asset Consultants and Research Houses
50
TransComm Credit Co-operative Limited
Retail Banks and Mutual Institutions
11
Transport Accident Commission
Insurance
68
TRU-Markets
Asset Consultants and Research Houses
51
TWUSUPER
Pension (Superannuation) Funds
29
Tyndall
Asset Consultants and Research Houses
51
UCA Funds Management
Asset Consultants and Research Houses
52
UniSuper
Pension (Superannuation) Funds
29
United Overseas Bank Ltd (UOB)
Retail Banks and Mutual Institutions
11
Vanguard
Asset Consultants and Research Houses
52
VicSuper
Pension (Superannuation) Funds
30
Victorian Funds Management Corporation
(VFMC)
Asset Consultants and Research Houses
52
Victorian Independent Schools Superannuation
Fund
Pension (Superannuation) Funds
30
Vision Super
Pension (Superannuation) Funds
31
Western Asset Management Company Pty Ltd
Asset Consultants and Research Houses
53
Westpac Banking Corporation
Retail Banks and Mutual Institutions
12
WHK Group
Accounting Firms
100
William Buck
Accounting Firms
100
Wilson HTM Investment Group
Brokers and Wealth Managers
City of Melbourne – Melbourne Financial Services Directory
Page No.
62
p.108
Regulators
This category includes agencies established by the Australian government for the control of, or intervention in, the
operation of markets within the financial service sector.
Businesses in this category:
Australian Accounting Standards Board (AASB)
109
Australian Prudential Regulatory Authority (APRA)
109
Australian Securities and Investment Commission (ASIC)
110
Australian Tax Office (ATO)
110
Australian Transactions Reports and Analysis Centre (AUSTRAC)
110
Department of State Development, Business and Innovation (DSDBI)
111
Financial Ombudsman Service (FOS)
111
Legal Services Board (LSB)
112
Reserve Bank of Australia (RBA)
112
City of Melbourne – Melbourne Financial Services Directory
p.109
Regulators
Australian Accounting Standards Board (AASB)
Postal Address
PO Box 204 Collins Street West Melbourne
Victoria Australia 8007
Office Address
Level 7 600 Bourke Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9617 7600 / 1300 857 602
03 9617 7608
standard@aasb.gov.au
www.aasb.gov.au
The AASB is an independent accounting standard-setter based in Melbourne, Australia. The Board comprises 14
members including the Chairman who is appointed by the Minister for Superannuation and Corporate Law and
members, from a variety of backgrounds, are appointed by the Financial Reporting Council (FRC). The AASB is
committed to developing, in the public interest, a single set of high quality, understandable accounting standards that
require transparent and comparable information in general purpose financial statements.
Key Services Offered
Accounting Regulation
Type of Office
Head Office
Type of Organisation
Regulators
Australian Prudential Regulatory Authority (APRA)
Postal Address
GPO Box 9836 Melbourne
Victoria Australia 3001
Office Address
Level 21 Casselden Place 2 Lonsdale Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9246 7500
03 9663 5085
Email contact form located in website
www.apra.gov.au
The Australian Prudential Regulation Authority (APRA) is the prudential regulator of the Australian financial services
industry. It oversees banks, credit unions, building societies, general insurance and reinsurance companies, life
insurance, friendly societies, and most members of the superannuation industry. APRA is funded largely by the
industries that it supervises.
Key Services Offered
Finance Sector Regulation
Type of Office
Regional Office
Type of Organisation
Regulators
City of Melbourne – Melbourne Financial Services Directory
p.110
Regulators
Australian Securities and Investment Commission (ASIC)
Postal Address
GPO Box 9827 Melbourne
Victoria Australia 3001
Office Address
Level 24 120 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
1300 300 630
03 5177 3999
Email contact form located in website
www.asic.gov.au
ASIC is Australia’s corporate, markets and financial services regulator. They contribute to Australia’s economic
reputation and wellbeing by ensuring that Australia’s financial markets are fair and transparent, supported by confident
and informed investors and consumers. They are an independent Commonwealth Government body.
Key Services Offered
Finance Sector Regulation
Type of Office
Regional Office
Type of Organisation
Regulators
Australian Tax Office (ATO)
Postal Address
GPO Box 9990 Melbourne
Victoria Australia 3001
Office Address
Collins Square 747 Collins Street Docklands
Victoria Australia 3008
Ph:
13 28 61
email: Email contact form located in website
Web: www.ato.gov.au
The Australian Taxation Office (ATO) is the Government’s principal revenue collection agency, and is part of the
Treasurer’s portfolio. Their role is to manage and shape tax, excise and superannuation systems that fund services for
Australians.
Key Services Offered
Taxation Collection
Type of Office
Regional Office
Type of Organisation
Regulators
Australian Transactions Reports and Analysis Centre (AUSTRAC)
Postal Address
PO Box 13173 Law Courts Melbourne
Victoria Australia 8010
City of Melbourne – Melbourne Financial Services Directory
p.111
Regulators
Office Address
Level 30 60 William Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
1300 021 037
03 8636 0508
help_desk@austrac.gov.au
www.austrac.gov.au
AUSTRAC is a government organisation that works collaboratively with Australian industries and businesses in their
compliance with anti-money laundering and counter-terrorism financing legislation.
Key Services Offered
Investigation and Financial Crime
Type of Office
Regional Office
Type of Organisation
Regulators
Department of State Development, Business and Innovation (DSDBI)
Postal Address
PO Box 4509 Melbourne
Victoria Australia 3001
Office Address
121 Exhibition Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9651 9999
03 9651 9770
Email contact form located in website
www.dbi.vic.gov.au
The Department of State Development, Business and Innovation is the Victorian government's lead agency for the
promotion and facilitation of the Victoria's economic development. The department develops and implements a
diverse range of programs, initiatives and projects designed to attract and facilitate investment, encourage exports,
generate job opportunities, stimulate innovation, and promote Victoria nationally and internationally.
Key Services Offered
Strategic Economic Planning, Economic Planning and Advice and Business Development
Type of Office
Head Office
Type of Organisation
Regulators
Financial Ombudsman Service (FOS)
Postal Address
GPO Box 3 Melbourne
Victoria Australia 3001
Office Address
Level 12 717 Bourke Street Docklands
Victoria Australia 3008
City of Melbourne – Melbourne Financial Services Directory
p.112
Regulators
Ph:
Fax:
email:
Web:
03 9613 7366
03 9613 6399
info@fos.org.au
www.fos.org.au
The Financial Ombudsman Service (FOS) fairly and independently resolves disputes between consumers (including
some small businesses) and member financial services providers. Membership of the Financial Ombudsman Service
is open to any financial services provider carrying on business in Australia.
Key Services Offered
Dispute Resolution in Financial Services
Type of Office
Head Office
Type of Organisation
Regulators
Legal Services Board (LSB)
Postal Address
GPO Box 4937 Melbourne
Victoria Australia 3001
Office Address
Level 10 330 Collins Street Melbourne
Victoria Australia 3000
Ph:
Fax:
email:
Web:
03 9679 8000
03 9679 8100
admin@lsb.vic.gov.au
www.lsb.vic.gov.au
The Legal Services Board is an independent statutory authority, responsible for regulation of the legal profession in
Victoria. The Legal Services Board, where appropriate or relevant to Victoria, will work within the framework of a
nationally consistent approach to legal practice and will develop and maintain effective legal practice regulation that
both identifies and appropriately ameliorates the risk for Victorian legal consumers and addresses the issues of the
legal practitioners.
Key Services Offered
Legal Profession Regulators
Type of Office
Head Office
Type of Organisation
Regulators
Reserve Bank of Australia (RBA)
Postal Address
PO Box 18012 Collins Street East Melbourne
Victoria Australia 8003
Office Address
60 Collins Street Melbourne
Victoria Australia 3000
Ph:
03 9270 8600
Fax:
03 9270 8610
email: Email contact form located in website
City of Melbourne – Melbourne Financial Services Directory
p.113
Regulators
Web:
www.rba.gov.au
The Reserve Bank of Australia (RBA) is Australia’s central bank. Its duty is to contribute to the maintenance of price
stability, full employment, and the economic prosperity and welfare of the Australian people. It does this by setting the
cash rate to meet a medium-term inflation target, working to maintain a strong financial system and efficient payments
system, and issuing the nation’s banknotes. The Bank provides selected banking services to the Australian
Government and its agencies, and to a number of overseas central banks and official institutions. Additionally, it
manages Australia’s gold and foreign exchange reserves.
Key Services Offered
Monetary Policy and Regulation
Type of Office
Regional Office
Type of Organisation
Regulators
City of Melbourne – Melbourne Financial Services Directory
p.114
International Partner Cities
Bangkok
Bangkok is home to the headquarters of all of Thailand's major commercial banks and financial institutions, as well as
the country's largest companies. A large number of multinational corporations base their regional headquarters in
Bangkok due to the lower cost of the workforce and firm operations relative to other major Asian business centres.
Seventeen Thai companies are listed on the Forbes 2000, all of which are based in the Bangkok.
Many Australian organisations have regional offices in Bangkok, including the major Australian banks, some of whom
operate in conjunction with local banks in the city.
Financial strengths:
Banking, Investment Banks, Insurance, Government Sponsored Enterprise, Consumer Finance and Stock Broking
Boston
Boston is the capital of the Commonwealth of Massachusetts and is one of the oldest cities in the United States.
Boston’s colleges and universities have a significant effect on the regional economy and are major employers who
attract industries to the city and surrounding region. Boston is home to a number of technology companies and is a
hub for biotechnology in the country.
Melbourne and Boston are connected by a common commitment to excellence in healthcare and medicine,
information and biotechnology, education, the arts and culture.
Financial strengths:
Investment Banks, Consulting and Government Sponsored Enterprise
Hong Kong
Hong Kong is a major international financial centre, comprising an integrated network of institutions and markets
which provide a wide range of products and services to local and international customers and investors. Hong Kong’s
financial markets are characterised by a high degree of liquidity and operate under effective and transparent
regulations, which meet international standards.
There are no barriers of access to the market by foreign businesses and no restrictions on capital flows into and out of
Hong Kong, and there are also no exchange controls. There are a number of Australian business that operate in Hong
Kong, including the major Australian banks, food and beverage, shipping, building and construction and health and
cosmetics companies.
Financial strengths:
Banking, Investment Banks, Insurance, Government Sponsored Enterprise, Consumer Finance and Stock Broking
Kuala Lumpur
Kuala Lumpur is the cultural, financial and economic centre of Malaysia. With its strategic position in the heart of
South East Asia, Kuala Lumpur is a good destination to establish a business in this part of the world. Kuala Lumpur
also prides itself on being one of the Islamic financial capitals in the world. This strength provides potential investors
with contacts around the world.
Many Australian organisations have regional offices in Kuala Lumpur. This includes Australian banks, accounting and
insurance companies.
Financial strengths:
Banking, Investment Banks, Insurance, Government Sponsored Enterprise, Consumer Finance and Stock Broking
City of Melbourne – Melbourne Financial Services Directory
p.115
International Partner Cities
Mumbai
Mumbai enjoys the distinction of being one of the financial capitals in Asia. Mumbai has several unique features that
make it a competitive city that attracts business, people and investments from India and abroad. Located in a
favourable time zone (GMT+5.5 hours) provides Mumbai with access to markets in Africa, Europe and the Middle East
during the day time, and the US also to some extent in the evening. This has relevance in trading in currency and
commodities for business and individuals worldwide.
The four major Australian banks have recently set up operations in Mumbai, in an effort to break into the lucrative
Indian market.
Financial strengths:
Banking, Investment Banks, Insurance, Government Sponsored Enterprise, Consumer Finance and Stock Broking
Osaka
Osaka is the second largest metropolitan area with a population of 2.64 million and is one of the major commercial
centres in Japan.
Osaka holds a competitive advantage as a point of entry for Australians companies entering the Japanese Market.
Office rents are about 35% lower and employment costs are about 13% lower than in Tokyo. Furthermore, in terms of
the total cost, establishing an office in Osaka requires 85% of the total cost than that of the greater Tokyo area.
Osaka provides a great location for Australian companies seeking to invest with experienced local partners. Skilled
manufacturers in the electronics, pharmaceutical, machinery, device, chemical, food, and construction industries are
in abundance, as are companies engaged in distribution activities and finance and other service industries.
The City of Melbourne have strong ties with Osaka trade agencies such as International Business Promotion Centre
and Osaka Business & Investment Center, which can assist potential Melbourne exporters with in-market information,
business matching activities as well as practical introductions for corporate registration, office location and
recruitment.
Financial strengths:
Banking, Investment Banks, Insurance, Government Sponsored Enterprise, Consumer Finance and Stock Broking
Seoul
Seoul is the capital of South Korea. With a municipal population of over 10.5 million, and a metropolitan population
totalling over 20.5 million, Seoul is by far South Korea’s largest city and one of East Asia’s financial and cultural
epicentres.
Financial services located within Seoul include; banking, stock broking, consulting, investment banks, accounting and
other services provides. Many Australian organisations have their regional headquarters based in Seoul.
Financial strengths:
Banking, Investment Banks, Consumer Finance and Stock Broking
City of Melbourne – Melbourne Financial Services Directory
p.116
International Partner Cities
Shanghai
Shanghai is the commercial and financial centre of mainland China. The Shanghai Stock Exchange trades in six key
commodities including rubber, copper and zinc, all of which are ranked first in the world in terms of quantity of trading.
Shanghai aims to develop its shipping capabilities to become the preeminent port in Asia.
Shanghai continues to rapidly grow, providing Australian organisations with a point of entry into the emerging Chinse
marketplace. Many Australian organisations have regional offices in Shanghai, including the four major Australian
banks.
Financial strengths:
Banking, Investment Banks, Insurance, Government Sponsored Enterprise, Consumer Finance and Stock Broking
Singapore
Singapore is often referred to as Asia's economic "tiger". Its economy is driven by electronics manufacturing and
financial services and has weathered regional crises, including the 1997 Asian markets slump, the 2003 SARS virus
outbreak and the 2009 world banking crisis.
Singapore has arguably the largest port in Asia. This enables Singapore to operate as a hub for the financial service
sector in Asia. Many of Australia’s leading financial services organisations have regional offices in Singapore.
Financial strengths:
Banking, Investment Banks, Insurance, Government Sponsored Enterprise, Consumer Finance and Stock Broking
Tianjin
Tianjin is one of the four autonomous municipalities in China. Tianjin has undergone rapid development in recent
years due to a rapid growth in infrastructure and other fixed asset investments.
Tianjin’s port and international airport funnel large volumes of trade into Tianjin every year, which makes Tianjin the
largest financial centre in the region.
Tianjin flourishes through its thriving industry, commerce and technology sectors. Tianjin owes much to the rapid
growth of high-tech industries, and a great many of these enterprises, such as GMCC, Hi-Tech, Union Stem Cell &
Gene Engineering, Nankai Guard Group and Tasly Group, have become very competitive. Foreign investment
enterprises have contributed to this rapid growth.
City of Melbourne’s Tianjin office is a dedicated resource designed to facilitate trade, investment, civic and educational
exchange between the two cities.
Financial strengths:
Banking, Investment Banks, Insurance, Government Sponsored Enterprise, Consumer Finance and Stock Broking
City of Melbourne – Melbourne Financial Services Directory
p.117