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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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Doo Financial Australia

Doo Financial Australia

  • Chatswood, NSW
  • Investment & Wealth Management
  • ABN: 50 100 139 820

Doo Financial Australia is a Greater Sydney provider focused on securities, funds and multi-asset brokerage. It combines local operations, digital market access and ongoing client support for eligible customers.

Languages
English, Chinese
Established
10+ years
Turnover
$10M - $50M
Employees
11 - 50
Services
View Profile
Ebury

Ebury

  • Perth, WA
  • Investment & Wealth Management
  • ABN: 54 632 570 702

Ebury is a corporate cross-border finance and FX provider with a Perth office, offering spot FX, forwards, options, currency-risk management, business accounts, international payments, financing and platform tools for businesses and institutions.

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

Great Southland Bullion

Rated 4.8 out of 5 on Google, 65 reviews, as of 23 Oct 2026
  • Cloverdale, WA
  • Investment & Wealth Management
  • ABN: 42 668 452 999

Great Southland Bullion is a Perth-headquartered precious-metals dealer offering physical gold and silver bullion sales, buyback, verification and secure storage, with branch-based dealing across Western Australia, New South Wales and Victoria.

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

Stone Capital Group

  • Melbourne, VIC
  • Investment & Wealth Management
  • ABN: 16 617 112 491

Stone Capital Group is a Melbourne investment and trading firm covering shares, options, futures, forex, commodities, advisory and portfolio management, with additional capability in quantitative trading, hedging and technical analysis.

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

FBS Oceania

  • North Sydney, NSW
  • Investment & Wealth Management
  • ABN: 48 155 185 014

FBS Oceania is operated in Australia by Intelligent Financial Markets Pty Ltd from North Sydney, providing forex and CFD accounts, trading platforms and ongoing support across indices, commodities and other global markets.

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

Boutique Advisers

Rated 5.0 out of 5 on Google, 65 reviews, as of 23 Oct 2026
  • Subiaco, WA
  • Investment & Wealth Management
  • ABN: 55 056 631 157

Boutique Advisers is a Subiaco private wealth practice working with families whose financial arrangements extend across generations. Its approach is built around coordination.

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

Brocktons Independent Advisory

  • Phillip, ACT
  • Investment & Wealth Management
  • ABN: 24 391 135 357

Brocktons Independent Advisory is an independent Canberra practice in Phillip, led by Susannah Kulincevic and Daniel Brammall. It offers investment, retirement, superannuation and estate advice through hourly, fixed-fee or ongoing engagements.

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

Bruining Partners

Rated 4.6 out of 5 on Google, 18 reviews, as of 23 Oct 2026
  • West Leederville, WA
  • Investment & Wealth Management
  • ABN: 67 009 245 827

Bruining Partners is a West Leederville advice practice focused on superannuation, retirement and personal financial planning. Different superannuation structures can involve different access rules and benefit arrangements.

Languages
English
Established
10+ years
Turnover
$1M - $5M
Employees
2 - 10
Services
View Profile
Capital Partners Private Wealth Advisers

Capital Partners Private Wealth Advisers

Rated 5.0 out of 5 on Google, 32 reviews, as of 23 Oct 2026
  • West Perth, WA
  • Investment & Wealth Management
  • ABN: 27 086 670 788

Capital Partners Private Wealth Advisers is based in West Perth and works with private wealth clients and families on integrated investment and financial planning.

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

CY Financial Advice

Rated 5.0 out of 5 on Google, 13 reviews, as of 23 Oct 2026
  • South Perth, WA
  • Investment & Wealth Management
  • ABN: 75 145 472 484

CY Financial Advice operates from South Perth and provides financial planning, investment and retirement advice for individuals and families. The client journey extends from the initial conversation through strategy, implementation and review.

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

Finwest Wealth Management

Rated 4.9 out of 5 on Google, 27 reviews, as of 23 Oct 2026
  • South Perth, WA
  • Investment & Wealth Management
  • ABN: 31 092 411 115

Finwest Wealth Management provides financial advice from South Perth, with services spanning investments, superannuation, retirement planning and personal insurance.

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

Nest Advisory Group

Rated 5.0 out of 5 on Google, 103 reviews, as of 23 Oct 2026
  • Canberra City, ACT
  • Investment & Wealth Management
  • ABN: 61 611 962 399

Nest Advisory Group is a Canberra wealth and mortgage advice practice. It helps families consider investment, superannuation, retirement and personal protection alongside housing debt and future financial commitments.

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

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