Sirius advises a range of corporations on their investments, including
¤ Hillross Financial Group a wholly owned subsidiary of AMP Ltd. One of Australia's largest financial planning and investment advice groups with 270 planners Australia wide and $8 billion under management.
¤ Third Link Growth Fund - Sirius Fund Management CEO, Kieran Kelly sits on the investment advisory committee of this unique and pioneering initiative in Australian philanthropy connecting the non-profit sector (often referred to as the ‘third' sector) and investors.
¤ Jemalong Irrigation Limited - a large water corporation in western NSW
¤ St Vincent de Paul Society
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Advice includes
¤ Sitting on Investment Advice committees
¤ Management of model equity portfolios
¤ Setting tactical and strategic asset allocation
¤ Managing investments including executing trades
¤ Product review mainly mutual funds
¤ Review of client equity portfolios
¤ Strategic corporate advice to CEOs
¤ General advice on Australian and international sharemarkets and economies
¤ Provision of independent research
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Expert Advice
Sirius acts as an independent expert advising large law firms on legal issues surrounding investments. We have advised on cases involving:
¤ Duty of skill and care by a stockbroker to a client
¤ Appropriate advice to a client
¤ Formulation of appropriate investment advice for a self managed superannuation fund