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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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Vault Australasia

Vault Australasia

Rated 5.0 out of 5 on Google, 4 reviews, as of 23 Oct 2026
  • Adelaide, SA
  • Investment & Wealth Management
  • ABN: 33 671 716 368

Vault Australasia combines an Adelaide private vault with physical gold and silver sales from mints such as The Perth Mint, PAMP and Monnaie de Paris. Customers can buy online or in person and choose collection, delivery or secure box storage.

Languages
English
Established
1-5 years
Turnover
$1M - $5M
Employees
2 - 10
Services
View Profile
VIP Vaults and Bullion Exchange Perth

VIP Vaults and Bullion Exchange Perth

Rated 5.0 out of 5 on Google, 11 reviews, as of 23 Oct 2026
  • East Perth, WA
  • Investment & Wealth Management
  • ABN: 16 668 126 761

VIP Vaults and Bullion Exchange Perth combines physical gold, silver and platinum dealing with secure storage and safe deposit boxes at East Perth and Joondalup locations, giving local clients in-person purchase and custody options.

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

Cunich Advisory

Rated 5.0 out of 5 on Google, 2 reviews, as of 23 Oct 2026
  • Braddon, ACT
  • Investment & Wealth Management
  • ABN: 13 110 164 219

Cunich Advisory is a family-owned Canberra advice practice in Braddon, led by Andrew Cunich with advisers including Bradley Inwood and Kyle Knowles. It works on investments, retirement, superannuation, business succession and family wealth.

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

Principled Financial Planning

  • Barton, ACT
  • Investment & Wealth Management
  • ABN: 29 660 699 178

Principled Financial Planning is a Barton practice founded by Ingrid Stoker. Its Life Well Lived philosophy shapes investment, superannuation, retirement and life-transition advice, including aged care and estate matters.

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

Amphora Private Wealth

  • Melbourne, VIC
  • Investment & Wealth Management
  • ABN: 45 660 898 073

Amphora Private Wealth is a Melbourne financial advice practice. Operated by Amphora Financial Services Pty Ltd, it offers financial planning, investment advisory, portfolio management, superannuation advice, smsf advice to individuals and families.

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

Lantern Advisory

  • Brisbane City, QLD
  • Investment & Wealth Management
  • ABN: 75 163 962 301

Lantern Advisory is a Brisbane financial advice practice based on Ann Street. We work with professionals, business owners, people approaching retirement and families already living in retirement.

Languages
English
Established
10+ years
Turnover
$500K - $1M
Employees
2 - 10
Services
View Profile
SALA Financial Services

SALA Financial Services

Rated 5.0 out of 5 on Google, 3 reviews, as of 23 Oct 2026
  • Fortitude Valley, QLD
  • Investment & Wealth Management
  • ABN: 89 142 616 028

SALA Financial Services is a privately owned financial planning and wealth advice practice led by Stephen Inwood. We focus on understanding the responsibilities attached to wealth as well as the opportunities it may create.

Languages
English
Established
10+ years
Turnover
$500K - $1M
Employees
2 - 10
Services
View Profile
Hai Ha Money Transfer

Hai Ha Money Transfer

Rated 4.7 out of 5 on Google, 81 reviews, as of 23 Oct 2026
  • Girrawheen, WA
  • Investment & Wealth Management
  • ABN: 31 130 744 802

Hai Ha Money Transfer operates Perth branches in Girrawheen and Mirrabooka, combining international money transfer and foreign-currency exchange with physical ABC Bullion 9999 gold sales and buyback through its Australian branch network.

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

easyMarkets

  • Sydney, NSW
  • Investment & Wealth Management
  • ABN: 73 107 184 510

easyMarkets 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
Algo FX

Algo FX

  • Brisbane City, QLD
  • Investment & Wealth Management
  • ABN: 30 667 245 981

Algo FX is an Australian automated forex and CFD trading technology company with a Brisbane office, providing algorithmic trading systems, automated execution tools and risk-control functions for systematic traders.

Languages
English
Established
1-5 years
Turnover
$500K - $1M
Employees
2 - 10
Services
View Profile
Brisbane Gold Brokers

Brisbane Gold Brokers

Rated 5.0 out of 5 on Google, 1,245 reviews, as of 23 Oct 2026
  • Brisbane City, QLD
  • Investment & Wealth Management
  • ABN: 86 162 178 341

Brisbane Gold Brokers is a Brisbane CBD precious-metals dealer providing physical gold, silver and platinum trading, bullion buy-back, SMSF products, secure storage and online-to-store order fulfilment.

Languages
English
Established
10+ years
Turnover
$10M - $50M
Employees
11 - 50
Services
View Profile
Capital.com Australia

Capital.com Australia

Rated 4.7 out of 5 on Google, 20 reviews, as of 23 Oct 2026
  • Melbourne, VIC
  • Investment & Wealth Management
  • ABN: 47 625 601 489

Capital.com Australia is operated for Australian clients by Capital Com Australia Pty Ltd, providing an online CFD platform across forex, indices, commodities, shares and crypto-related markets.

Languages
English
Established
5-10 years
Turnover
$100M+
Employees
51 - 200
Services
View Profile

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