Who's who at Solutions 2000
Exhibitors at Solutions 2000
Exhibitors at Solutions 2000
CCH Australia
Level 2, 101 Waterloo Road
North Ryde NSW 2113
Tel: 1300 300 324
Fax: 1300 306 224
Email: [email protected]
Contact: Mathew Geraughty
Stand No: Melbourne—7, Sydney—6
Australia’s leading publisher of information resources for accounting, finance and business professionals in public practice, industry and government. CCH’s success results from providing high quality, up-to-date practical information, backed by a commitment to and extensive knowledge of accounting, business, legal and financial professions.
InvestmentLink
Level 4, 116 Military Road
Neutral Bay NSW 2089
Tel: 02 9968 5850
Fax: 02 9953 8083
Email: [email protected]
Contact: Alice Lau
Stand No: Melbourne—3, Perth—5, Sydney—2
InvestmentLink is an industry-wide service for the financial services sector and provides financial planners with centralised, secure and easy access to consolidated managed fund client data. InvestmentLink’s innovative e-Portfolio Internet portfolio viewer provides fast, accurate financial data as well as on-line consolidated client portfolio transactions and valuations.
MLC Adviser Solutions
Level 1, 105-153 Miller Street
North Sydney NSW 2060
Tel: 02 9957 8580
Fax: 02 9966 3984
Contact: Cassandra Reed
Stand No: Melbourne—5, Perth-2. Sydney-7
MLC has evolved from a Life Insurance company to Fund Manager to a provider of Business Platforms for Financial Planning practices. Today’s MLC provides a discretionary Master Trust through Perth based company FlexiPlan Australia, non-discretionary Master Trust called MasterKey and a new initiative known as ThreeSixty which allows advisers to outsource other non-core functions.
Norwich Union Navigator
Level 2, 509 St. Kilda Road
Melbourne VIC 3004
Tel: 03 9869 1588
Fax: 03 9867 8118
Contact: Michael Bosiljevac
Stand No: Melbourne-1, Perth-1, Sydney-17
Norwich Union Navigator offers investment administration, research and software services to financial advisers and investors. Norwich Union Navigator is one of the largest and fastest growing investment administration services in Australia, administering in excess of $5 billion of investors’ funds. Norwich Union Navigator is a subsidiary of Norwich Union Australia.
Investment Data Technologies
2960 Logan Road
Underwood QLD 4119
Tel: 07 3341 0055
Fax: 07 3341 0446
Email: [email protected]
Contact: Bob Kenny
Stand No: Melbourne-8, Sydney-8
Investment Data Technologies is the largest independent privately owned, software company providing systems and data to the financial services industry.
Aspect Financial
Suite 402, Level 4, 89 York Street
Sydney NSW 2000
Tel: 02 9262 6633
Fax: 02 9262 6712
Email: [email protected]
Contact: Jamie Wickham
Stand No: Melbourne-13, Sydney-4
Aspect Financial is a specialist provider of wholesale and retail financial research. Aspect’s principal focus is on developing a constantly updated database of information, tools and analysis on Australian listed equities for financial institutions and on-line trading services. Examples of Aspect’s data and web-based technology can be accessed via its retail website at www.aspectfinancial.com.au.
Hartley Poynton
Level 7, Hartley Poynton Building
141 St Georges Terrace
Perth WA 6000
Tel: 08 9268 3603
Fax: 1800 720 048
Contact: Catherine Law
Stand No: Melbourne-15, Perth-12, Sydney-16
Hartley Poynton was founded in 1955 and is a leading Western Australian wealth management business. Its E-Commerce division is driving the evolution of online financial products to assist businesses in providing clients with a complete solution. On display will be a suite of products including mortgage broking, share trading and market information.
ProQuest
Level 6, Suite 604
44 Market Street
Sydney NSW 2000
Tel: 02 9262 1155
Fax: 02 9279 0263
Email: [email protected]
Contact: Kirsty Rowe
Stand No: Sydney-15
ProQuest Risk Profiles enable advisers to gain an improved, reliable and objective understanding of an individual’s financial planning needs and immediate scientific insight into preferred asset allocation. Four years in development, ProQuest’s web based system is, to our knowledge, the most accurate in the world and the first system to meet or exceed internationally accepted psychometric standards.
Lonsdale
Level 21, 500 Collins Street
Melbourne VIC 3000
Tel: 03 9621 1055
Fax: 03 9621 1205
Email: [email protected]
Contact: Umberto Mecchi
Stand No: Melbourne-6, Perth-4, Sydney-1
For ten years, Lonsdale has provided institutions, financial advisers, dealer groups and stock brokers throughout Australia and New Zealand with a leading range of integrated products. Lonsdale enjoys a proud history of professional excellence and achievement, and has deservedly won itself a reputation as one of Australia's and New Zealand's most respected financial services organisation.
Colonial
52 Martin Place
Sydney NSW 2000
Tel: 02 9226 8385
Fax: 02 9226 8261
Contact: Isabel Robles
Stand No: Sydney-5
Colonial is a diverse international financial services group, headquartered in Australia. It has a presence in 12 markets around the world and operates core businesses in insurance, retirement savings, banking and investments.
AUSMAQ
Level 4, 55 Harrington Street
Sydney NSW 2000
Tel: 02 9241 4999
Fax: 02 9241 4244
Email: [email protected]
Contact: Michael O’Farrell
Stand No: Melbourne-4, Sydney-3
The AUSMAQ Service is an electronic investment transaction and portfolio administration service. Our vision is to provide investment portfolio administration services electronically @ the speed of thought. This will transform an investment process that is traditionally paper-based, time consuming and error-prone into an efficient electronic service. AUSMAQ is a subsidiary of the National Australia Bank Limited.
Success Corner
361 Mitcham Road
Mitcham VIC 3132
Tel: 03 9874 5808
Fax: 03 9874 5186
Email: [email protected]
Contact: Andrew Morris
Stand No: Melbourne-9
Success Corner has a vast range of motivational products and ideas for your business, your career and your life. We are specialists in reward and recognition understanding the key to success will be determined not only by your own ability but also by the “quality” of people you work with.
Morningstar
Level 7, 1 York Street
Sydney NSW 2000
Tel: 02 8274 0314
Fax: 02 9231 0283
Email: [email protected]
Contact: Donna Roberts
Stand No: Melbourne-16, Perth-6, Sydney-14
Morningstar is the global independent provider of investment portfolio information. Well known globally for its star ratings, Morningstar publishes its investment portfolio data, ratings and commentary through Internet, package software and print services. Morningstar’s clients include investors, financial service providers, governments and regulatory bodies, and the media.
Money Management
Reed Business Information
Tower 2, 475 Victoria Avenue
Chatswood NSW 2067
Tel: 02 9422 8682
Fax: 02 9422 2822
Email: [email protected]
Contact: Susie Newham
Stand No: Melbourne-10, Sydney-12
Money Management is the essential source of news and information for the financial services industry. It is devoured fortnightly for its news, feature stories and statistical data on life insurance, taxation, banking, pensions, superannuation, shares, investment advice and financial planning. Money Management is read by Australia’s leading p
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