David Haintz

Lumiant Pty Ltd. is a cloud-based advice and client engagement platform that connects clients and their advisors around their lives, values, and finances. The company is based in Sydney, AU. The platform helps clients make better choices and live their best lives confidently. Lumiant removes key person dependency through its software-supported advice process, creating a memorable, measurable, and repeatable process that anyone can deliver. and has subsidiaries in the United States. Lumiant was founded by Santiago Burridge and Chris Dadej, and Santiago Burridge has been the CEO since incorporation.

Shadforth Financial Group Ltd. provides financial advisory services. It offers estate and financial planning, general insurance, retirement, stockbroking, superannuation, taxation, lending and mortgage advices. The company was founded in 1924 and is headquartered in North Sydney, Australia.