Find & Compare Investment & Wealth Management Providers in Australia

Parker Financial Services

Parker Financial Services is an established wealth advice practice based in Canberra House. Its advisers and client-service team provide portfolio management, investment research, retirement and superannuation planning for individuals and families.

Véurr Financial Planning

5.0(45 reviews)Rated 5.0 out of 5 on Google, 45 reviews, as of 23 Oct 2026

Véurr Financial Planning is based in Deakin, Canberra, with satellite services in Goulburn, Sydney and Melbourne. Its advisers assist individuals and families with investing, superannuation, retirement strategies and personal protection.

A Clear Direction Financial Planning

A Clear Direction Financial Planning is an adviser-owned practice based in Toowong and led by Scott Keefer. We emphasise research-informed investment decisions, transparent fees and a personal advice relationship.

Liberata Wealth

5.0(19 reviews)Rated 5.0 out of 5 on Google, 19 reviews, as of 23 Oct 2026

Liberata Wealth is a Subiaco financial advice practice founded by Zorica Popovska, whose background spans accounting, corporate finance and advisory roles in larger financial institutions.

MW Wealth Management

5.0(99 reviews)Rated 5.0 out of 5 on Google, 99 reviews, as of 23 Oct 2026

MW Wealth Management is a Melbourne financial advice practice. Based in Richmond under MW Grouping Pty Ltd, it offers financial planning, wealth management, investment advisory, asset allocation, portfolio management to individuals and families.

Wealth Optix

5.0(1 review)Rated 5.0 out of 5 on Google, 1 review, as of 23 Oct 2026

Wealth Optix is a personal financial planning practice based in Chermside in North Brisbane, led by Certified Financial Planner Marissa de Saint Quentin.

Adviser Markets

Adviser Markets is a Greater Sydney provider focused on wholesale investment and multi-asset portfolio access. It combines local operations, digital market access and ongoing client support for eligible customers.

FirstGold

4.5(17 reviews)Rated 4.5 out of 5 on Google, 17 reviews, as of 23 Oct 2026

FirstGold is a Greater Sydney provider focused on physical precious-metals trading and related investment services. It combines local operations, digital market access and ongoing client support for eligible customers.

Hantec Markets Australia

4.0(8 reviews)Rated 4.0 out of 5 on Google, 8 reviews, as of 23 Oct 2026

Hantec Markets 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.

Jaggards

4.5(183 reviews)Rated 4.5 out of 5 on Google, 183 reviews, as of 23 Oct 2026

Jaggards is a Greater Sydney provider focused on physical precious-metals trading and related investment services. It combines local operations, digital market access and ongoing client support for eligible customers.

KJC Bullion

4.4(198 reviews)Rated 4.4 out of 5 on Google, 198 reviews, as of 23 Oct 2026

KJC Bullion is a Greater Sydney provider focused on physical precious-metals trading and related investment services. It combines local operations, digital market access and ongoing client support for eligible customers.

MEX Markets Australia

5.0(8 reviews)Rated 5.0 out of 5 on Google, 8 reviews, as of 23 Oct 2026

MEX Markets Australia is a Greater Sydney provider focused on institutional FX, CFD and multi-asset market access. It combines local operations, digital market access and ongoing client support for eligible customers.