Skip to main content

Find & Compare Investment & Wealth Management Providers in Australia

Looking for Investment & Wealth Management services in Australia? QX Web helps you explore and compare relevant service providers by company profile, location, service category and contact details.

Loading filters

Top Searched Industries

1,663 companies found
Page 1 of 139
Vatee Pty Ltd

Vatee Pty Ltd

FeaturedVerified
  • Canberra City, ACT
  • ABN: 14 673 466 709
  • Investment & Wealth Management
Languages

English, Chinese

Established

1-5 years

Turnover

—

Employees

51 - 200

Vatee is a trusted contract trading platform regulated by ASIC, offering diversified trading products with a commitment to low entry barriers, leading technology, stable and efficient systems.

Services

Not sure which Investment & Wealth Management provider to contact?

Share your location and service needs with QX Web, and we can help you shortlist relevant providers.

Access Wealth Group

Access Wealth GroupVerified

Rated 5.0 out of 5 on Google, 42 reviews, as of 23 Oct 2026
  • Chisholm, ACT
  • Investment & Wealth Management
  • ABN: 42 150 009 939

Access Wealth Group is a Canberra financial planning firm established in 2009, specialising in retirement planning, superannuation, investment advice and wealth management. We help professionals, families and retirees achieve their financial goals.

Languages
English
Established
10+ years
Turnover
$500K - $1M
Employees
1
Services
View Profile
Brisbane Independent Financial Advisory

Brisbane Independent Financial Advisory

Rated 5.0 out of 5 on Google, 4 reviews, as of 23 Oct 2026
  • West End, QLD
  • Investment & Wealth Management
  • ABN: 92 681 436 180

Brisbane Independent Financial Advisory is a boutique independent advice practice based in West End and led by Bec Scarrabelotti. We work with individuals, couples, families and business owners facing interconnected financial choices.

Languages
English
Established
1-5 years
Turnover
$300K - $500K
Employees
2 - 10
Services
View Profile
Holzworth Partners

Holzworth Partners

Rated 4.5 out of 5 on Google, 34 reviews, as of 23 Oct 2026
  • Spring Hill, QLD
  • Investment & Wealth Management
  • ABN: 89 162 463 096

Holzworth Partners is based in Spring Hill, Brisbane, and works with clients whose financial affairs may involve investments, retirement, family assets and other professional considerations.

Languages
English
Established
10+ years
Turnover
$500K - $1M
Employees
2 - 10
Services
View Profile
Independent Wealth Partners

Independent Wealth Partners

Rated 4.9 out of 5 on Google, 58 reviews, as of 23 Oct 2026
  • Melbourne, VIC
  • Investment & Wealth Management
  • ABN: 66 647 667 249

Independent Wealth Partners is a Melbourne financial advice practice. Combining financial planning and capital management, it offers financial planning, wealth management, investment advisory, asset allocation to individuals and families.

Languages
English
Established
5-10 years
Turnover
$1M - $5M
Employees
11 - 50
Services
View Profile
Scion Private Wealth

Scion Private Wealth

Rated 5.0 out of 5 on Google, 3 reviews, as of 23 Oct 2026
  • Brisbane City, QLD
  • Investment & Wealth Management
  • ABN: 57 683 148 816

Scion Private Wealth is a boutique private wealth and financial planning practice in central Brisbane. We work with high-net-worth individuals and families, medical professionals, wholesale investors and not-for-profit organisations.

Languages
English
Established
1-5 years
Turnover
$300K - $500K
Employees
2 - 10
Services
View Profile
Bacera Co Pty Ltd

Bacera Co Pty LtdVerified

  • Sydney, NSW
  • Investment & Wealth Management
  • ABN: 87 130 877 137

Bacera Co Pty Ltd is a registered business in Australia.

Languages
English
Established
5-10 years
Turnover
$10M - $50M
Employees
11 - 50
Services
View Profile
Axi

Axi

Rated 3.8 out of 5 on Google, 65 reviews, as of 23 Oct 2026
  • North Sydney, NSW
  • Investment & Wealth Management
  • ABN: 85 127 606 348

Axi is a Greater Sydney provider focused on CFD, foreign-exchange and multi-asset trading. It combines local operations, digital market access and ongoing client support for eligible customers.

Languages
English
Established
10+ years
Turnover
$50M - $100M
Employees
51 - 200
Services
View Profile
OneRoyal Australia

OneRoyal Australia

Rated 3.0 out of 5 on Google, 2 reviews, as of 23 Oct 2026
  • Sydney, NSW
  • Investment & Wealth Management
  • ABN: 30 157 780 259

OneRoyal Australia is a Greater Sydney provider focused on CFD, foreign-exchange and multi-asset trading. It combines local operations, digital market access and ongoing client support for eligible customers.

Languages
English
Established
10+ years
Turnover
$10M - $50M
Employees
51 - 200
Services
View Profile
Brisbane Bullion

Brisbane Bullion

Rated 4.4 out of 5 on Google, 57 reviews, as of 23 Oct 2026
  • Brisbane City, QLD
  • Investment & Wealth Management
  • ABN: 57 164 269 210

Brisbane Bullion is a Brisbane CBD precious-metals dealer offering physical gold, silver, platinum and palladium products, together with buy-back, storage, delivery and online ordering for local and remote clients.

Languages
English
Established
10+ years
Turnover
$5M - $10M
Employees
11 - 50
Services
View Profile
Eightcap

Eightcap

Rated 3.8 out of 5 on Google, 177 reviews, as of 23 Oct 2026
  • Melbourne, VIC
  • Investment & Wealth Management
  • ABN: 73 139 495 944

Eightcap operates from Melbourne as an online CFD broker covering forex, indices, commodities, shares and crypto-related markets, with access through MetaTrader 4, MetaTrader 5 and TradingView.

Languages
English
Established
10+ years
Turnover
$100M+
Employees
51 - 200
Services
View Profile
Bright Advice Partners

Bright Advice Partners

  • Brisbane City, QLD
  • Investment & Wealth Management
  • ABN: 70 682 497 267

Bright Advice Partners provides personal and family financial advice from its Ann Street office in Brisbane. Our team includes advisers Adrian Milham and Dean Demarco alongside client support professionals.

Languages
English
Established
1-5 years
Turnover
$500K - $1M
Employees
2 - 10
Services
View Profile
FB Wealth Management

FB Wealth Management

Rated 3.7 out of 5 on Google, 6 reviews, as of 23 Oct 2026
  • Brisbane City, QLD
  • Investment & Wealth Management
  • ABN: 35 057 155 585

FB Wealth Management is a privately owned Brisbane advice business with a history of personal financial services dating back to 1992. Our work connects investment decisions and superannuation with each client's personal priorities.

Languages
English
Established
10+ years
Turnover
$1M - $5M
Employees
11 - 50
Services
View Profile

Do you provide Investment & Wealth Management services?

Claim or update your QX Web profile to improve visibility and help potential clients understand your services.

Get Listed on QX Web