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List of Financial Advisors who use Upper Quartile and Fund Managers who regularly review Upper Quartile reports

To contact an Upper Quartile subscriber, click on their contact button and write them your message in the form at the bottom of the page.

If no advisor is listed in your area, please select 6056 Upper Quartile Support and Marketing Group and we will help you locate a financial planner close to you. Fund Managers, Master Trusts and AFSL Holders included on this page will also be happy to assist you find a qualified advisor.

ACC - Accountant
ADV - Advisor
FMR - Fund Manager
FSL - Financial Services Licensee
LAW - Lawyer
MTR - Master Trust
OTH - Other

NSW
2000 - FMR - Peter Folkes Goldman Sachs JBWere
2000 - FMR - Stephen Tunley Mirvac Aqua
2060 - FMR - Julian Pitt All Star Funds
VIC
3121 - FMR - Anissa Cavallo BDM Direct Pty Ltd
WA
6000 - FMR - Brendan Candy Challenger
6000 - FMR - Cormac McKenna Australian Unity
6005 - FMR - Paul Stojanovic Zurich Investments
6005 - MTR - Mark Selth Aviva
6008 - ADV - Fred Bloffwitch Townshend Financial Solutions Pty Ltd
6008 - ADV - Basil Ladyman Ladyman Financial Services Pty Ltd
6009 - ADV - Oliver Fonda Select Invest Pty Ltd
6017 - ADV - Ian Allsopp Elabah Financial Planning
6056 - ADV - Lesley Dewar Professional Investment Services
6056 - ADV - Jenny Moorman PIS
6056 - OTH - Upper Quartile Support & Marketing Group
6101 - ADV - Trent Sanfead Westguard Management Services
6151 - ADV - Marc Butler Invest WA Pty Ltd
6151 - ADV - John Hevron Hevron Financial Planning Services
6152 - ADV - Keith Parish Contact Financial Planning
6230 - ADV - Mark Cranley Enrich Financial Solutions
6231 - ADV - Jeff Glossop PennyWise Investments

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Upper Quartile acknowledges that some or all of the data used to generate its reports may have been sourced from FPI Ltd and/or Morningstar.
Please refer to the Conditions of Use statements in this website regarding the use of this data.

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