Mate Book

etf.mate

About MateBook

MateBook is the complete listing of all the contacts you could possibly want within the ETF industry!
If the company you are looking for is not in here then they are probably not worth knowing.

This is your book of mates to call when seeking any type of ETF information, execution or advice.

Click to see the Mates worth having!

ETF Issuers

Firm Phone Number Address Website

 

02 9240 7600 Level 38 Aurora Place, 88 Phillip Street, Sydney, NSW 2000 Australia www.spdr.com.au

State Street Global Advisors, the investment management arm of State Street Corporation (NYSE: STT), delivers investment strategies and integrated solutions to clients worldwide across every asset class, investment approach and style. With $2 trillion in assets under management at March 31, 2008, State Street Global Advisors has investment centers in Boston, Hong Kong, London, Montreal, Toronto, Munich, Paris, Singapore, Sydney, Tokyo and Zurich, and offices in 27 cities worldwide.

Australian Index Investments Contact Us Fairfax House Lvl 10, 19-31 Pitt Street, Sydney NSW 2000 www.aii-etfs.com
ETF Securities 02 9365 1721 Level 27, AMP Centre, 50 Bridge Street, Sydney NSW 2000 Australia www.etfsecurities.com
Vanguard 1300 655 101 Level 34, Freshwater Place, 2 Southbank Boulevarde, Southbank VIC 3006 Australia www.vanguard.com.au/etf
Russell Investment Management Ltd   Level 17, 19-29 Martin Place, Sydney NSW 2000, Australia www.russell.com/AU/_campaigns/etf/
BetaShares +61 2 9290 6803   www.betashares.com.au
iShares 1300 474 2737 PO Box N43, Grosvenor Place, Sydney NSW 1220 Australia www.ishares.com.au

Stockbrokers

Firm Phone Number Address Website
1300 306 114 Level 9 23-25 O'Connell Street Sydney NSW 2000 Australia www.kineticsecurities.com
Kinetic Securities is a dynamic and energetic full service advisory firm facilitating trading of equities, derivatives and FX on local & international markets. As the name suggests, we continue to move and adapt as our clients require us to within the ever changing environment of financial markets.

 

Alpha Securities 1300 316 357 Level 1, 275 George St, Sydney NSW 2000, Australia www.alphasecurities.com.au
amscotOnliine 1300 308 305 Level 14, 172 St Georges Tce, Perth WA 6000 Australia www.amscot.com.au
NW Advice 02 9977 6677 Suite 406, 39 East Esplanade, Manly NSW 2095 www.nwadvice.com.au
Andika 07 5657 3620 Suite 5, Silver @ The Exchange, 194 Varsity Parade, Varsity Lakes QLD 4227 Australia www.andika.com.au

Education & Training

Firm Phone Number Address Website
Australian Investors Association Ltd  1300 555 061  PO Box 2477, Fortitude Valley Qld 4006  www.investors.asn.au
Kaplan Professional 02 9908 0200 Level 4, 45 Clarence Street, Sydney NSW 2000 www.kaplanprofessional.edu.au
Wealth Within 1300 742 738 Level 1, 270 Auburn Road, Hawthorn VIC 3122 www.wealthwithin.com.au

Margin Lenders

Firm Phone Number Address Website
Leveraged Equities 1300 307 807 Level 3, 24 York Street, Sydney NSW 2000 www.leveraged.com.au
ANZ Bank Margin Lending 1800 639 330 Reply Paid 4338, Melbourne VIC 3001 Australia www.anz.com
NAB Margin Lending 1300 135 145 GPO Box 5350, Melbourne VIC 3001 Australia www.nab.com.au
BT Margin Lending 1800 062 794 GPO Box 3917, Sydney NSW 2001 Australia www.bt.com.au

Research Firms

Firm Phone Number Address Website
PennyWise Investment 1800 786 078 www.pennywiseinvestment.com.au
PennyWise Investment is Australia?s first ASIC licensed investment research house specialising in macro-economic investment advice, as well as financial product recommendations focused exclusively on exchange traded funds, or ETFs.

 

AltaVista Research +1 646 435 0569 www.altavista-research.com
AltaVista Research was founded in early 2004 to provide research on the rapidly growing number of exchange traded funds.

 

MorningStar Research 1800 034 455 Level 36, Australia Square, 264 George St, Sydney, NSW 2000 Australia www.morningstar.com.au
Lonsec 1300 301 173 Level 17, 15 Castlereagh St, Sydney NSW 2000 Australia www.lonsec.com.au

SMSFs

Firm Phone Number Address Website
OneVue Limited 02 8022 7400 Level 2, 1 Castlereagh Street, Sydney NSW 2000 Australia www.onevue.com.au
Dixon Advisory & Superannuation Services 1300 883 158 Level 15, 100 Pacific Highway, North Sydney NSW 2060 Australia www.dixon.com.au

Fund Managers

Firm Phone Number Address Website
Swita Investment Management Pty Ltd +61 (02) 9233 8595 Level 11 20 Hunter Sydney NSW 2000 www.swita.com.au
Swita Investment Management was formed in 2009 by former Soros partner Andrew Switajewski. The Swita International Asset Allocation Fund aims to provide capital growth over the long term by investing in a portfolio of not more than ten (10) international and ASX listed equity indexes, selected commodity and bond Exchange Traded Funds (ETFs) creating a global asset allocation model. ETFs will be selected using the Swita model each month and funds allocated equally between the ETFs.

Share Registries

Firm Phone Number Address Website
Link Market Services Limited (02) 8280 7140 Locked Bag A14 Sydney South NSW 1235 Australia www.linkmarketservices.com.au

ETF Advisors

Firm Phone Number Address Website
WHK Horwath  07 3233 3555  Offices in Brisbane, Melbourne, Sydney, Perth and Auckland  http://www.horwath.com.au
Chesterfields Financial Services Pty Ltd +61 8 9486 8226 Level 1/43, Ventnor Avenue, WEST PERTH, 6005 www.chesterfields.com.au
Kinetic Financial Planning 02 9295 9800 Lvl 9, Permanent Trustee House, 23-25 O'Connell Street, Sydney NSW 2000 Australia www.kineticfinplan.com

     

Australian Securities Exchange - ASX   AUSTRALIAN INVESTORS ASSOCIATION   Kinetic Securities  Terrapinn