David Kells

Morgan Stanley Australia Ltd. is an Australian broker/dealer subsidiary of Morgan Stanley International, Inc., itself owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in Sydney, the firm offers sales, trading and market-making investment management services to global institutions, hedge funds and industry innovators.

BBY Ltd. provides brokerage services. The private company is based in Sydney, AU. and has subsidiaries in New Zealand, Australia and United Kingdom. The Australian company was founded in 1987 by Graham Harry Buckeridge. Glenn Rosewall has been the CEO of the company since 2004.

Macquarie Securities (Australia) Ltd. (MSAL) is a brokerage firm headquartered in Sydney, Australia. The firm was founded in 1969 and is a subsidiary of Macquarie Corporate International Holdings Pty Ltd., ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MSAL serves as the brokering entity for the Macquarie Group.

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.

Shaw & Partners Ltd. (Investment Management) (Shaw & Partners-IM) is the investment management division of Shaw & Partners Ltd., a brokerage firm headquartered in Sydney, Australia. The firm was founded in 1987 and is a subsidiary of EFG International AG (SWX: EFGN) in Switzerland. Shaw & Partners-IM offers tailored advice and investment solutions, financial planning and corporate advisory services. They act for and on behalf of individuals, institutions, corporates and charities.

Firetrail Investments Pty Ltd. (Firetrail) is an independent investment management firm headquartered in Sydney, Australia. Founded in 2018, Firetrail offers a range of investment solutions that covers domestic shares, global shares, small-cap and large-cap equities funds.

Jarden Australia Pty Ltd. (Jarden) is a broker-dealer firm headquartered in Sydney, Australia. The firm is a subsidiary of Jarden Partners Ltd. in New Zealand. Jarden’s clients are institutional, corporate and private investors that seek a broad range of investment opportunities, backed by world-class service and seamless execution.

Global Study Partners Holdings Pty Ltd is an Australian company that provides a unique all-in-one technology platform to enable digital transformation in student recruitment. The company is based in Sydney, Australia. The company is dedicated to linking international students with education providers worldwide and offer internships to enhance students' employability while they are studying. The company also provides student accommodation through their partnership with Unilodgers, the world's largest student housing provider. The company was founded by Elaine Starkey, who has been the CEO since incorporation. Global Study Partners Holdings was acquired by upGrad Education Pvt Ltd. on February 13, 2023 for $18.53 million.

Bell Potter Securities Ltd. (Bell Potter) is the stockbroking subsidiary of Bell Financial Group Ltd. (ASX: BFG) in Australia. The firm was created in 2001 when Bell Financial Group acquired Johnson Taylor Potter and merged them with the Bell Securities share broking business. Bell Potter is headquartered in Melbourne and offer stockbroking, portfolio management and administration, cash management, margin lending, superannuation and financial planning to private, corporate and institutional clients. Their institutional broking services are supported by a dedicated research team, a team of specialists in equity capital markets providing small, mid and large-cap corporate clients with advice, and a team of advisers across a network of offices in Australia, as well as in London and Hong Kong.

The University of Melbourne, founded in 1853, is a world-renowned institution located in Parkville, Australia. The university is a leader in education, teaching, and research, offering a wide range of coursework and research programs.

Unified Capital Partners Pty Ltd. is an independent boutique provider of financial services that offers a full suite of private wealth and broking products and services. Unified Capital Partners is based in Sydney, Australia, and has subsidiaries in Australia. The Australian company aims to have a regular flow of new company initiations, company meetings, and deep sectorial focused research. The company has a focus on family offices and HNW clients, providing a bridge between public markets and setting up their financial future.

Part of Nomura Holdings, Inc., Nomura Australia Ltd. is an Australian company that provides brokerage services. The company is based in Sydney, Australia. The CEO of the company is Andrew Macgonigal.

Credit Suisse (Australia) Ltd. (Credit Suisse Australia) is a broker/dealer firm headquartered in Sydney, Australia. The firm was founded in 1999 and is a subsidiary of Credit Suisse AG, which is owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Australia offers global securities sales, trading and execution, prime brokerage, underwriting, and comprehensive investment research for corporate and institutional investors.

Evans & Partners Pty Ltd. is an independent brokerage firm headquartered in Melbourne, Australia. The firm was founded by David Evans and Paul Ryan in 2007. They provide trade execution services for private high-net-worth individuals and institutional clients.

UBS Securities Australia Ltd. is a brokerage firm headquartered in Melbourne, Australia. The firm is a wholly-owned subsidiary of UBG AG, which is owned by UBS Group AG (SWX: UBSG) in Switzerland. UBS Securities Australia offers execution and settles trade in ASX quoted financial products for private investors.

Morningstar Australasia Pty Ltd. is the Australian investment research subsidiary of Morningstar Direct Investments Pty Ltd., ultimately held by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in Barangaroo, the firm was founded in 1999 as Huntley’s Investment Information Pty Ltd. They provide research on Australian stocks, managed funds, superannuation funds, credit securities, exchange-traded funds, and listed investment companies for individual investors, financial advisers, asset managers, and retirement plan providers and sponsors.

Argo Investments Ltd. (Investment Management) (Argo Investments-IM) is the mutual fund management division of Argo Investments Ltd. (ASX: ARG), an Australian listed investment company which was founded in 1946 and is wholly-owned by their shareholders. Headquartered in Sydney, Argo Investments-IM manages a diverse portfolio of Australian shares and securities, providing capital growth, regular income and protection for a range of investors including private individuals, companies, trusts and superannuation funds. Argo's portfolio generates an income stream for shareholders, which is paid to them in dividends.

Goldman Sachs Australia Pty Ltd. is the Australian securities brokerage subsidiary of Goldman Sachs Holdings ANZ Pty Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. Headquartered in Perth, Goldman Sachs Australia provides service to institutional clients who manage large portfolios of Australian and New Zealand equities. They work with the financial instruments used to trade debt, currency and commodities. Their clients include corporations, financial institutions, governments and high-net-worth individuals throughout Australasia.

Part of Velocity Foreign Exchange Services Ltd., Velocity Trade Ltd. (Australia) is an Australian company that provides brokerage services. The company is based in Sydney, Australia.

Commonwealth Securities Ltd. (CommSec) is the securities brokerage subsidiary of Commonwealth Bank of Australia (ASX: CBA ). Headquartered in Sydney, CommSec was founded in 1995 and offers a range of brokerage products and services including online trading, cash management, margin lending, and international share trading to retail cliens.

Ord Minnett Ltd. is the brokerage and private wealth management subsidiary of IOOF Holdings Ltd. (ASX: IFL) in Australia. Headquartered in Sydney with additional office in Melbourne, the firm offers private wealth clients a full-service stockbroking services that covers Australian and global stock markets.