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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.

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1,663 companies found
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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

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Leeuwin Wealth

Leeuwin Wealth

Rated 4.5 out of 5 on Google, 2 reviews, as of 23 Oct 2026
  • West Perth, WA
  • Investment & Wealth Management
  • ABN: 62 679 320 720

Leeuwin Wealth operates from West Perth with a combination of private wealth management, financial advice and capital-markets expertise. The firm combines private wealth advice with a strong understanding of Western Australian markets.

Languages
English
Established
1-5 years
Turnover
$1M - $5M
Employees
11 - 50
Services
View Profile
Phillips Wealth Partners

Phillips Wealth Partners

  • Canberra City, ACT
  • Investment & Wealth Management
  • ABN: 74 624 858 420

Phillips Wealth Partners is a Canberra City practice led by Craig Phillips. It provides investment and retirement planning, with particular attention to aged-care accommodation, fees and the use of existing assets.

Languages
English
Established
5-10 years
Turnover
$500K - $1M
Employees
2 - 10
Services
View Profile
Retire Advice

Retire Advice

Rated 5.0 out of 5 on Google, 109 reviews, as of 23 Oct 2026
  • Hackett, ACT
  • Investment & Wealth Management
  • ABN: 34 635 185 303

Retire Advice is a retirement-focused practice in Hackett, Canberra, led by James Smith. It specialises in Commonwealth public-sector pension arrangements, including PSS, CSS, MSBS and DFRDB, through focused reviews or continuing retirement advice.

Languages
English
Established
5-10 years
Turnover
$300K - $500K
Employees
1
Services
View Profile
My Wealth Garden

My Wealth Garden

  • Brisbane City, QLD
  • Investment & Wealth Management
  • ABN: 69 653 961 767

My Wealth Garden provides holistic financial planning and wealth advice to clients connected to Brisbane and the Gold Coast. We consider creating, protecting, using and transferring wealth as related parts of a long-term financial journey.

Languages
English
Established
1-5 years
Turnover
$1M - $5M
Employees
11 - 50
Services
View Profile
WP Wealth Professionals

WP Wealth Professionals

Rated 5.0 out of 5 on Google, 34 reviews, as of 23 Oct 2026
  • Hillarys, WA
  • Investment & Wealth Management
  • ABN: 22 655 645 999

WP Wealth Professionals is based in Hillarys and works with people at different stages of wealth accumulation and retirement. The advice process begins with a client's existing financial position and the lifestyle they want to support.

Languages
English
Established
5-10 years
Turnover
$1M - $5M
Employees
2 - 10
Services
View Profile
ETO Markets

ETO Markets

  • Chatswood, NSW
  • Investment & Wealth Management
  • ABN: 66 155 680 890

ETO Markets 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, Chinese
Established
10+ years
Turnover
$10M - $50M
Employees
51 - 200
Services
View Profile
Propex24

Propex24

  • North Sydney, NSW
  • Investment & Wealth Management
  • ABN: 39 009 199 553

Propex24 is a Greater Sydney provider focused on broker-assisted trading and market access. It combines local operations, digital market access and ongoing client support for eligible customers.

Languages
English
Established
5-10 years
Turnover
$1M - $5M
Employees
2 - 10
Services
View Profile
Corpay Cross-Border

Corpay Cross-Border

Rated 5.0 out of 5 on Google, 1 review, as of 23 Oct 2026
  • Perth, WA
  • Investment & Wealth Management
  • ABN: 85 126 642 448

Corpay Cross-Border provides corporate foreign exchange, global payments and currency-risk management from a Perth office, with Australian services delivered through a licensed entity with hedging, multi-currency settlement and online trading tools.

Languages
English
Established
10+ years
Turnover
$100M+
Employees
51 - 200
Services
View Profile
Allocated Bullion Exchange

Allocated Bullion Exchange

  • Brisbane City, QLD
  • Investment & Wealth Management
  • ABN: 25 149 681 489

Allocated Bullion Exchange, or ABX, is a Brisbane-headquartered electronic marketplace for allocated physical gold, silver and platinum, combining its MetalDesk trading platform with vault storage, inventory management and physical delivery.

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

Aurum Bullion

Rated 4.9 out of 5 on Google, 169 reviews, as of 23 Oct 2026
  • Melbourne, VIC
  • Investment & Wealth Management
  • ABN: 39 668 641 209

Aurum Bullion is a Melbourne precious-metals dealer offering gold and silver bars, coins and unallocated products through online and in-store channels, with account-based purchasing, collection and bullion buyback services.

Languages
English
Established
1-5 years
Turnover
$1M - $5M
Employees
2 - 10
Services
View Profile
Bullion Hub

Bullion Hub

Rated 5.0 out of 5 on Google, 18 reviews, as of 23 Oct 2026
  • Melbourne, VIC
  • Investment & Wealth Management
  • ABN: 32 667 167 857

Bullion Hub is a Melbourne CBD gold and silver dealer offering bullion purchases, buybacks and precious-metal assessment, with in-store XRF testing, spot-linked indicative pricing and direct settlement for eligible items.

Languages
English
Established
1-5 years
Turnover
$1M - $5M
Employees
2 - 10
Services
View Profile
Allegra Wealth

Allegra Wealth

  • Barton, ACT
  • Investment & Wealth Management
  • ABN: 65 154 288 927

Allegra Wealth is a boutique advisory firm in Barton, Canberra, founded by Grant Alleyn. Its team works with professionals, business owners and self-funded retirees on financial planning, investments and ongoing advice.

Languages
English
Established
10+ years
Turnover
$1M - $5M
Employees
2 - 10
Services
View Profile

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