David Heather

Xplore Wealth Ltd. engages in the provision of managed discretionary account to the financial planning market. It also offers investment and superannuation wrap, and broker solutions. The company was founded by Paul Collins in 2004 and is headquartered in Sydney, Australia.

Aegis Equities Research Pty Ltd. (Aegis Equities Research) is the Australian research subsidiary of Morningstar Australasia Pty Ltd., itself a subsidiary of US-based Morningstar, Inc. (ND: MORN). Headquartered in Sydney, the firm provides unbiased and objective fundamental equities research to fund managers, stockbrokers, financial planners, and retail investors.

Investment Administration Services Pty Ltd. (IAS) is the asset management subsidiary of Xplore Wealth Ltd., which is owned by HUB24 Ltd. (ASX: HUB) in Australia. The firm was founded in 2004 and is headquartered in Sydney. IAS serves as the Managed Discretionary Account (MDA) Operator and administrator of the Fintech Private Portfolios Managed Account Service.