About Bridges

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.

Our history

We are one of Australia’s largest, national, financial planning and stockbroking organisations. Founded in 1985, our network of over 160 financial planners service over 50,000 clients with over $8.7 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 31 March 2014

Our offices

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 200 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 2014, IOOF had over $123.9bn in Funds Under Management, Administration, Advice and Supervision.

IOOF Foundation

The IOOF Foundation is the charity vehicle for the IOOF group. The Foundation allocates time and effort to research potential grant recipients and provide grants in line with its grant policy to support Australian not-for-profit organisations that work in the following areas:

  • disadvantaged families
  • aged care
  • disadvantaged children and youth.

Visit www.iooffoundation.org.au to read more.

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.