O'Connell Advisory Competitors

Founded in 1999, Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth. As a business, Netwealth seeks to enable, educate and inspire Australians to see wealth differently and to discover a brighter future. Netwealth offers a range of innovative portfolio administration, superannuation, retirement, investment and managed account solutions to investors and non-institutional intermediaries including financial advisers, private client and high net worth firms. Netwealth's award-winning platform is currently rated Australia’s Number 1 Platform for overall functionality and overall satisfaction* providing wealth professionals with the technology required to efficiently manage and add value to their clients. Netwealth Superannuation Services Pty Ltd (ABN 80 636 951 310), AFS Licence No. 528032, RSE Licence No. L0003483 is the trustee of the Netwealth Superannuation Master Fund. Netwealth Investments Limited is the operator and custodian of the Netwealth Wrap Service and the Russell Investments Portfolio Service, responsible entity and custodian of the Netwealth Managed Account and the Global Specialist Series managed funds, platform provider and administrator of the Netwealth Superannuation Master Fund and provides administration services to Challenger Annuities and XWrap (Netwealth’s non-custodial asset service). **Our awards include: Rated by Investment Trends as number 1 in Overall Satisfaction by users for the ninth consecutive year (2014-2021) and rated number 1 by Investment Trends for Best Platform Overall in 2017-2019. Rated by ChantWest as best Advised Product of the Year for four consecutive years (2018-2021).

Wilsons Advisory has a distinguished history in financial services that spans over 125 years. Today, the group has significant capabilities in private wealth management, corporate finance, research and investment strategy, and institutional sales. We are domestically and globally connected, hand-picking partnerships that expand and evolve the calibre of opportunities for our clients and that ensure we attract the most accomplished people in the market to deliver these solutions. We work collaboratively, drawing on our collective strengths to exceed our clients’ expectations. Our culture and investment capability is built on deep relationships with both our clients and industry-leading organisations. These strategic alliances enable us to access the most effective solutions across: • The technology which underpins our execution, administration and business management. • Research across domestic, global and multi asset class inputs to drive client outcomes. • Operational connectivity for balance sheet strength, clearing and settlement. Since 2015, Craigs Investment Partners has been our business partner. At Wilsons Advisory, we think differently and delve deeper to uncover a broad range of interesting investment opportunities for our clients.

The FPA is the professional body for financial planning in Australia, representing the interests of the public and Australia's professional community of financial planners. We are unrivalled in our reach of the financial planning market and influence on government and regulators. Our Code of Professional Practice is world class and we are the certification body in Australia for the global CFP® designation. With more than 13,000 members and affiliates, of whom 11,400 are practising financial planners and a 20-year legacy, the FPA represents the changing face of financial planning, from industry to a profession.