Australian Wealth Management Key facts
Key facts

Head Office 
207 Kent St
Sydney NSW 2000

Locked Bag 4004
Queen Victoria Building Post Office
Sydney  NSW  1230

Phone: 02 9028 5900
Fax: 02 9028 1028

Core businesses 

Bridges Financial Services

  • Registered office in Sydney.
  • One of Australia’s largest national financial planning and stockbroking firms
  • Financial planning provider to over 100 non-bank financial institutions and their clients.

Australian Executor Trustees 

  • Registered office in Adelaide.
  • Established for 120 years with a comprehensive range of investment management, estate administration, superannuation, accountancy and trustee services.

Spectrum Super

  • Registered office in Melbourne.
  • Established in 1981, Spectrum provides corporate and personal  super and pension services to clients.

United Funds Management

  • Registered office in Melbourne.
  • Established in 1981, United offers a wide range of retail managed funds, including diversified funds and sector specific funds to retail investors and wholesale funds to institutional investors.

Stock exchange listing Australia (ASX code: IFL) (AWM is a wholly-owned subsidiary of IOOF Holdings Limited)

Assets under management  $96.7 billion as at 30 June 2009

 
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