shutterstock_56991721_2.jpg
chess.jpg
shutterstock_56991721_2.jpg

Providers


Partners

No institutional bias means we partner with only the best providers for our clients

SCROLL DOWN

Providers


Partners

No institutional bias means we partner with only the best providers for our clients

Snowgum Financial Services's independence allows us to partner with the service and/or product provider that is most appropriate for your circumstances. The following are some of the more regular providers and suppliers of products and services that we partner with. Our holistic approach and breadth of financial partners allows us to provide the unique value proposition of facilitating both personal financial advice and private banking services.

Some of the providers we work with

chess.jpg

Key


Key Service Partners

Key


Key Service Partners

Research

  • Morningstar - provides independent equity and manager research
  • Ibbotson Associates - Asset class research provider
  • RateCity - Superannuation fund research

Debt Facility Services

  • Macquarie Bank 
  • CommSec Adviser Services (CALIA+)
  • St George Portfolio Loans

Insurance Providers

There are twelve (Macquarie sold their business to Zurich in 2016) retail life insurance providers in the Australian market. We will work with whichever insurer provides the best balance of policy structure, features and premium competitiveness. 

Cash Management Services

  • Macquarie Cash Management Account's (CMA)
  • Major bank providers

Investment Administration

  • Macquarie Wrap & Direct Broker Accounts
  • Praemium SMA service
  • SmartWrap Administration Service
  • CommSec Adviser Services
  • Colonial First State
  • Australian Super

Direct Fixed Interest

  • FIIG - Fixed Income Investment Group
  • Australian Money Markets