Who we are
FinEx was born when The FinClear Group bought Lonsec stockbroking in 2016. Since then our group has expanded both our service offerings and client base. Today, we are proud to provide more than 400 clients with a mix of services to suit each of their individual needs. These include:
- Research – we have an exclusive arrangement to provide our clients with Lonsec research.
- Model portfolios – our model portfolios offer a universe of options to suit your clients’ needs. We also offer portfolio construction advice and tools for clients who prefer to do this in-house.
- Execution – we offer full advice execution, as well as Direct Market Access and Institutional Direct Market Access.
- Client portal and portfolio administration – along with our partner Dion Global Solutions, we offer sophisticated technology to help you manage your clients’ investments more easily and efficiently.
- Full-service back office support – we have specialists to help with compliance and finance, as well as middle and back office technology solutions.