| As of Date | 07/03/2025 |
| Registration status | Terminated |
| ADV Location | MELBOURNE VIC, Australia |
| Contact Info | 61 xxxxxxx |
| Websites |
| AUM* | 92,427,000,000 10% |
| of that, discretionary | 91,052,000,000 9% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 972,915,789 9% |
| SMA’s | Yes |
| Private Funds | 0 2 |
Number of Employees 110 -19%
of those in investment advisory functions 55 -2%
- Pooled investment vehicles
- Pension and profit sharing plans
- Portfolio management for pooled investment vehicles
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$2,109,624,368 | % Position6.00% | $ Change | # Change |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$1,858,963,530 | % Position5.00% | $ Change | # Change |
| Stck Ticker922042858 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$1,205,777,236 | % Position4.00% | $ Change | # Change |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$1,308,660,150 | % Position4.00% | $ Change | # Change |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$998,269,351 | % Position3.00% | $ Change | # Change |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$696,878,479 | % Position2.00% | $ Change | # Change |
| Stck Ticker88160R101 | Stock NameTESLA INC | $ Position$523,569,726 | % Position2.00% | $ Change | # Change |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$621,987,125 | % Position2.00% | $ Change | # Change |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$835,478,837 | % Position2.00% | $ Change | # Change |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$694,854,667 | % Position2.00% | $ Change | # Change |