Eamonn Roles

SFG Australia Ltd. provides financial advice and end-to-end wealth management services. It offers wealth management services to high net worth and affluent clients, including strategic financial advice, portfolio administration, portfolio construction and management services, insurance solutions, and stock broking. The company was founded in 1999 and is headquartered in Sydney, Australia.

Advance Asset Management Ltd. (Advance AM) is an investment management firm headquartered in Sydney, Australia. The firm was founded in 1982 and formerly known as NSW Property Managers Pty Ltd. and as NSW Asset Management Ltd. In 2023, they were acquired by Mercer (Australia) Pty Ltd., which is ultimately owned by Marsh & McLennan Cos., Inc. (NYSE: MMC) in the US. Advance AM manages managed funds and multi-manager funds for various investors.

Perennial Investment Management Ltd. (Perennial) is an investment management firm headquartered in Sydney, Australia. The firm was founded by John Murray in 2000 and is a subsidiary of SFG Australia Ltd., itself owned by Insignia Financial Ltd. (ASX: IFL). Perennial manages equities portfolios on behalf of retail and institutional investors.

QV Equities Ltd. is an investment company, which engages in the business of investing in a diversified portfolio of entities listed on the Australian Securities Exchange. The firm is also involved in providing both long-term capital growth and income. The company was founded on April 17, 2014 and is headquartered in Sydney, Australia.