GROUP COMPANIES

Over time, we have built a portfolio of complementary financial services businesses to provide wholesale, institutional and private clients access to all markets and the most innovative financial products with seamless trade execution through a single access point. This truly diversified offering includes Australian Stock Report Pty Ltd (ASR), Ascot Securities Pty Ltd, Atlantic Pacific Securities Pty Ltd trading as ASR Wealth Advisers, APSEC Funds Management, HC Securities and the financial advisory network operated by Australian Investment Insurance Group (AIIG).

Built on the foundations of integrity, client profitability, agility, flexibility, transparency, innovation and investment in new technology, these businesses set themselves apart from the competition through their convenience of service and superior products.

Through our diverse network of businesses, clients can access services ranging from specialist online stockbroking for domestic and international equities as well as, financial planning, wealth management, corporate advisory, taxation and insurance.

We remain focused on the continued growth and development of a vertically integrated financial services group.

Explore our companies below:

Australian Stock Report is an investment market distributor for investors who want the flexibility to manage their own share investments, supported by quality equity research and analysis. With a circulation base of 250,000 readers, its clients include traders, investors, and trustees of self-managed super funds.

ASR Wealth Advisers is an Australian provider of investment advice and dealing services to corporate, sophisticated, professional, and private clients. Its services include domestic and international equities and derivatives research and trade execution, and corporate advisory services.

APSEC Funds Management is the investment manager of a registered investment scheme which was created with the primary objective of generating a mixture of capital and income returns for investors with a medium to high risk profile, seeking strong investment returns across all investment cycles. APSECFM is the manager of the Atlantic Pacific Australian Equities Fund.

Australian Investment and Insurance Group is an AFSL holder and a Financial Planning and Dealer Group. The company operates a traditional personal advice model in provision of financial planning services to its clients. Its offering also includes wholesale and B2B dealer group and compliance services.

HC Securities Pty Ltd is a corporate authorised representative No 297316 of AAIS AFSL that provides general advice and dealing services in securities.

MIRS Analytics undertakes business analytics software development and corporate accounting services. MIRS Analytics’ software provides an intelligent financial management solution that provides business owners with crystal clear visibility of their entire financial network in real time.

PARTNERSHIPS

aaig’s long term strategy remains unchanged. In addition to being a owner of the businesses providing financial services products, research and development, we will continue to be a private equity investor. This means looking for new opportunities to invest in financial technology, and on re-building scale prudently by bolting on complementary businesses in a value accretive manner.

We will continue to focus on growing distribution channels for existing products and services and to invest in new products and services as opportunities arise. This includes leveraging our partnerships with other companies such as DomaCom Limited, Success Publishing and Halo Technologies and pursuing joint marketing initiatives and product development as appropriate.

aaig’s management consistently scans the market for partnering opportunities with like-minded management teams and entrepreneurs that have track records of success. We are disciplined and opportunistic investors, focussed on identifying synergistic high potential businesses which can be acquired at an attractive price.

We believe that the combination of our market knowledge, investment experience, and operational expertise in finance and technology provides aaig with an advantage in identifying and generating value creation opportunities.

aaig will also continue to invest in proprietary technology and make appropriate acquisitions as and when they present themselves.

HALO Technologies has established itself as a leading, global provider and developer of financial services and technology. By combining expert knowledge and superior technology HALO Technologies has been able to deliver institutional-grade investment tools to everyday investors.

DomaCom Australia is the operator of an investment platform. Using the latest technology and equity (share) market concepts such as Separately Managed Accounts and Multi-level Managed Investment Schemes, the DomaCom platform will enable investors to get into the fractional property market in a similar manner to investing in public companies.

Based in Sydney, Success Publishing is an innovative media business that will publish Forbes Australia under licence. Success Publishing was founded by an established entrepreneurial group, Success Global Media (SGM) which operates in the areas of entrepreneurial development, business and personal education, financial services, wealth management and media.

Resilient Fund Managers

Resilient Fund Managers is a fund manager. It operates in the activities of open-ended investment companies sector. The company was founded in 1990 and is based in Leicestershire, U.K. In February 2023, Resilient Fund Managers was acquired by HALO Technologies.