Tim Wong

BT Financial Group Pty Ltd. provides online investment balance and transaction services. It offers investment, superannuation, retirement income products, financial advice, and insurance options. The company was founded in 1969 and is headquartered in Sydney, Australia.

BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world.

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.

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.

Count Financial Ltd. provides accounting, business and financial services. The firm offers financial advice on various products ranging from personal risk insurance to investments, such as unit trusts, shares, listed property trusts, self-managed super funds and retirement products. The company was founded by Barry Martin Lambert in 1980 and is headquartered in Sydney, Australia.

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.

Citigroup Global Markets Australia Pty Ltd. (Citi Australia) is the brokerage arm of Citigroup Global Markets Australia Holdings Pty Ltd., ultimately held by Citigroup, Inc., (NYSE: C) in the US. Headquartered in Sydney with additional office in Melbourne, Citi Australia provides brokerage services to Australian consumers, corporations, institutions and governments. The firm participate in sales and trading across all asset classes including equities, corporate, government and agency bonds, mortgage-backed securities, syndicated loans, structured products, foreign exchange and futures.

KPMG Australia Pty Ltd. engages in the provision of accounting and auditing services. It offers audit and assurance; risk consulting; tax and legal; and deal advisory services. The company was founded in 1987 and is headquartered in Canberra Airport, Australia.

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

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.

Fat Prophets Australia Pty Ltd. provides investment research. The private company is based in Sydney, AU. and has subsidiaries in Australia and United Kingdom. The Australian company was founded in 2000 by Angus Geddes. Angus Geddes has been the CEO since 2000.

Canaccord Genuity (Australia) Ltd. (Canaccord Genuity Australia) is the Australian full service stockbroking and wealth management subsidiary of Canaccord Genuity Group Inc. (TSE: CF) in Canada. Headquartered in Melbourne, Canaccord Genuity Australia was founded by Anthony Murphy and provides wealth management services including portfolio management, portfolio administration and broking services to individual, institutional and corporate clients.

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.

Wilson Asset Management (Private Equity) (Wilson Asset Management) is a private equity subsidiary of Wilson Asset Management (International) Pty Ltd. founded in 1997 by Geoffrey James Wilson. The firm is headquartered in Sydney.

Concentrated Leaders Fund Ltd. (Investment Management) (CLF-IM) is the investment management division of Concentrated Leaders Fund Ltd., an investment company headquartered in Sydney, Australia. Founded in 1987, CLF-IM manages a concentrated portfolio of Australian companies.

Bennelong Australian Equity Partners Pty Ltd. (BAEP) is an investment advisor headquartered in Australia and was founded in 2008 by Mark East in partnership with Bennelong Funds Management. BAEP is a boutique fund manager focused on investing in Australian listed equities.