At Bridges, we believe financial advice makes a difference.
Our advice covers a broad spectrum of financial planning and investment services to help our clients achieve their financial goals. We are committed to providing clients with professional, ongoing advice and service.
As an ASX Market Participant, we have been providing stockbroking services to Australians for over 25 years. We are one of the few local financial planning companies who also offer full-service stockbroking to our clients.
Supported by a team of leading research and stock analysts, Bridges financial planners can assist you by evaluating your investments, developing a strategy and managing your own portfolio.
We are one of Australia's largest, national, financial planning and stockbroking organisations. Founded in 1985, our network of over 170 financial planners service over 50,000 clients with over $9.9 billion of client funds under advice*.
We hold an Australian Financial Services License issued by the Australian Securities and Investments Commission (ASIC) and is an ASX Market Participant.
*As at November 2016
With offices in around 65 regional, suburban and city locations, it's easy to find a Bridges financial planner nearby.
Most of our offices are locally-owned so our financial planners and their support staff are part of and live in the local community.
Find an office near you.
About our parent
We are part of the IOOF group, a leading financial services provider in Australia. Listed on the Australian Securities Exchange (ASX:IFL) IOOF is in the top 100 listed ASX companies and provides services to over 650,000 clients Australia-wide.
To find out more about IOOF, visit the IOOF website.
At 31 March 2016, IOOF had over $131 billion in Funds Under Management, Administration, Advice and Supervision.
Bridges Community Program
Teaching children and adults the importance of establishing and maintaining healthy financial habits is one of the most effective ways of ensuring a financially literate population. We are committed to providing financial support to community organisations that align with our commitment to helping people make sound financial decisions. For information on how the program works, and to learn about the Bridges Community Partner The Smith Family, please visit our Bridges Community Program page.
Our referral partners
Over the last 25 years, Bridges has grown to become the partner-of-choice and is trusted to provide quality financial advice for the mutual sector including credit unions, mutual banks, building societies, friendly societies as well as professional service firms such as accountants and also community and not-for-profit organisations.
If you are a customer of one of our referral partners you can contact them to make an appointment to see your local Bridges financial planner.
Becoming a referral partner
Drawing on our experience and having over 100 successful strategic relationships, we have developed a range of business models for building a wealth management business which can be adapted to suit the specific requirements and unique circumstance of any organisation.
Our ongoing support includes:
- Marketing, planning and coordination
- Access to best practice marketing materials
- Delivery of effective seminar programs
- Staff training sessions
- Delivery of services and support for stakeholders
Contact the Alliance Management team at Bridges on 1800 645 303 to discuss how we can help your organisation establish the foundations to build a successful wealth management business.