Australian Wealth Management Key facts
Key facts

Managing Director 
Chris Kelaher

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.

SMF Funds Management

  • Registered office in Melbourne.
  • Established in 1981, the company provides master trust fund 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 listings Australia (ASX code: AUW)

Number of employees Approximately 780 employees

Assets under management  $67.8 billion as at 31 December 2007

 
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