Craig Mason

Part of AIMS Financial Group Pty Ltd., APP Securities Pty Ltd. is a brokerage firm that provides brokerage services. The company is based in Sydney, Australia. Sangeeta Venkatesan has been the CEO of the Australian company since 2017.

Registry Direct Ltd. engages in the provision of share registry services to listed and unlisted companies, fund managers and product issuers. It develops a cost-effective platform, designed for business administrators and advisers. The company was founded by Steuart Roe in 2012 and is headquartered in Melbourne, Australia.

Complii Fintech Solutions Ltd. engages in the development of software. It offers its solution to financial services sector covering compliance, capital raising, research, e-learning, account opening, and online portfolio tools. Its products and services include Complii, corporate bidding system, client portfolio portal, Account Fast, corporate highway, Caddie, and Shroogle. The company was founded in 2007 and is headquartered in Sydney, Australia.

Stockbrokers & Financial Advisers Association (SAFAA) is an organization that provides education and training to individuals in the financial industry. The non-profit company is based in Sydney, Australia. The Australian company has partnered with Accurium, a leading education provider in the SMSF space, to offer a superannuation course that covers specialist knowledge required for those looking to enter the industry. Additionally, SAFAA offers a fundamentals of securities course that focuses on providing candidates with the specialist knowledge necessary to understand the concepts of securities as they apply to retail general advice clients.

Part of Complii Fintech Solutions Ltd., ThinkCaddie Pty Ltd. is an online platform that helps CPD planners manage financial matters. The company is based in Sydney, Australia. The Australian company was founded by Nicholas Prosser. ThinkCaddie was acquired by Complii Ltd., part of Complii Fintech Solutions Ltd. from December 09, 2020 on December 20, 2019 for $1.14 million.