David Sharpe

Colonial First State Investments Ltd. (CFSIL) is an asset management and holding firm headquartered in Sydney, Australia. Founded in 1988, CFSIL provides superannuation, investment and retirement products to members as well as to corporate and superannuation fund investors.

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.

East Topco Ltd. provides investment, superannuation and retirement products to individuals as well as to corporate and superannuation fund investors. The company is headquartered in Sydney, Australia.

Bank of New Zealand Ltd. engages in the provision of banking and financial products and services. It operates through the following segments: Partnership Banking; and Corporate and Institutional Banking. The company was founded on July 29, 1861 and is headquartered in Auckland, New Zealand.

Findex Advice Services Pty Ltd. provides wealth management and financial advisory services. The company’s services include advice, management and guidance, superannuation and retirement strategies, portfolio management, investment opportunities and funds and client investment administration. The firm also offers Risk Insurance Service and General Insurance. The company was founded by Tim Marshall in 2002 and is headquartered in Sydney, Australia.

Australian Institute of Co. Directors is a non-profit organization that provides leadership on director issues. It offers governance education, director development, and advocacy. The organization was founded in January 1, 1990 and is headquartered in Sydney, Australia.

The Financial Services Council provides financial services. The private company is based in Sydney, Australia. and has subsidiaries in New Zealand. Sally Loane has been the CEO of the Australian company since 2014.

Hillross Financial Services Ltd. provides financial planning services. It has partners with their clients to understand their needs to develop strategies that meet their financial & lifestyle needs. It identifies opportunities to meet its client's needs, which are flexible enough to respond to the ever-changing market and environment. It has a national network of more than 300 financial advisers in over 100 films across Australia.

National Tax & Accountants' Association Ltd. assists accountants, tax agents, tax advisers and businesses in resolving tax issues. The company was founded in 1992 and is headquartered in South Melbourne, Australia.

The Western Australian Club, Inc. is a private members club located in Perth, Australia. The club has a rich heritage and offers various events and activities for its members. The club's website provides updates on upcoming events, including a mystery bus tour and a Christmas in July themed dinner. The club also recently resumed its monthly sundowners.

Premium Wealth Management has a deeply embedded culture of compliance which starts at the board level and is embraced by all their Members. Premium Wealth Management offers key risk prevention measures which include but are not limited to: Maintaining and following well-documented procedures for all key business and compliance activities. This includes documented risk management strategies which are actively managed by the board and a comprehensive compliance plan. Premium Wealth Management has qualitative research requirements for recommended products; in addition to an internal Investment Committee. Premium Wealth Management does not have a one size fits all approach to investing. Different clients have different needs and risk tolerance therefore Premium Authorised Representatives work closely with their clients to match an independently researched product if appropriate. Their Members undertake mandatory continuous professional development and accreditations. All authorised representatives undergo at least an annual formal audit and are subject to spot audits and monitoring of the advice they provide to clients. Authorised Representatives that are new to Premium Wealth Management undergo police and bankruptcy checks and new firms undergo due diligence before allowing them to become part of the Premium network. Premium Wealth Management voluntarily engages in an independent review of their compliance and risk processes and procedures.

Founded in 2006, Centerpoint Advisors is a registered investment advisor located in Needham, Massachusetts. The firm provides a range of investment advisory and wealth management services to individuals, families, businesses, and institutions.

Adcock Private Equity Pty Ltd(Adcock Private Equity) is a private equity firm founded in 2010 by Brook Adcock. The firm is headquartered in Warriewood, Australia.

Atrium Investment Management Pty Ltd. (Atrium) is an independent multi-asset investment manager headquartered in Sydney, Australia. Atrium creates diversified portfolios for financial advisers, high net-worth individuals & not-for-profit organizations.

Part of The Fitzpatricks Group, Fitzpatricks Private Wealth Pty Ltd. is an Australian company that provides investment and wealth management services. The company is based in Spring Hill, Australia. The CEO of the company is Matt Fogarty.

Crowe Horwath provides accounting services. It provides services to government agencies and not-for-profit organizations. The company is headquartered in Perth, Australia.

Thinxtra Ltd. provides internet services and solutions. It offers eco-system of internet of things (IoT) solutions and suppliers to enable the non-connected to connect, to increase productivity, accelerate decision making, and improve quality of service or solve problems in an economic and connected manner. The firm focuses on bringing a network, products, services, and solutions to customers having machine-to-machine (M2M) communication needs. The company was founded by Sam Sharief and is headquartered in Alexandria, Australia.

Cashwerkz Pty Ltd. designs and offers online platform and financial services. The firm offers term deposits and cash management platform that simplifies the process of comparing current term deposit rates, ordering, and switching between banks. The company was founded by Greg Bartlett and Mark Austin in 2013 and is headquartered in Sydney, Australia.