Daniel Peade

Part of Complii Fintech Solutions Ltd., ThinkCaddie Pty Ltd. is an online platform that helps CPD planners manage financial matters. The company is based in Sydney, Australia. The Australian company was founded by Nicholas Prosser. ThinkCaddie was acquired by Complii Ltd., part of Complii Fintech Solutions Ltd. from December 09, 2020 on December 20, 2019 for $1.14 million.

Complii Fintech Solutions Ltd. engages in the development of software. It offers its solution to financial services sector covering compliance, capital raising, research, e-learning, account opening, and online portfolio tools. Its products and services include Complii, corporate bidding system, client portfolio portal, Account Fast, corporate highway, Caddie, and Shroogle. The company was founded in 2007 and is headquartered in Sydney, Australia.

Aurora Funds Management Ltd. (AFM) provides asset management services. The firm is an alternative asset manager that specializes in absolute-return strategies for high net worth, retail and institutional investors. Their investment products are suited to investors with a medium and long term investment outlook. The company was founded in 2003 and is headquartered in Sydney, Australia.

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.

Part of Citigroup, Inc., Citigroup Australia Pty Ltd. operates as a state chartered commercial bank.

UBS AG engages in financing activities to raise funds for the business operations. The company is headquartered in Sydney, Australia.

Part of Ragusa Minerals Ltd., Sandringham Capital Pty Ltd. provides asset management services. The company is based in Melbourne, Australia. The Australian company was founded by Ian Steuart Roe. Sandringham Capital was acquired by Ragusa Minerals Ltd. on July 09, 2010 for $0.55 million.

Stockbrokers & Financial Advisers Association (SAFAA) is an organization that provides education and training to individuals in the financial industry. The non-profit company is based in Sydney, Australia. The Australian company has partnered with Accurium, a leading education provider in the SMSF space, to offer a superannuation course that covers specialist knowledge required for those looking to enter the industry. Additionally, SAFAA offers a fundamentals of securities course that focuses on providing candidates with the specialist knowledge necessary to understand the concepts of securities as they apply to retail general advice clients.