WHY US?

We value every client and enjoy working
in a collaborative manner

We value every client and enjoy working in a collaborative manner

FIN-X is a global multi-asset full-service investment advisory firm.

This means we are great at delivering a tailored investment offering and a wide range of investment options:

– Global equities
– Global fixed income (direct bonds)
– Private equity opportunities
– Multi-currency investments

WHO WE ARE

The FIN-X investment team is made up of a steady balance of experience and exuberance. This provides a great insight into the fluid and dynamic nature of today’s fast paced world.

OUR FOCUS

Most investors are caught up in the familiarity and comfort of investing domestically. The reality is Australia represents less than 2% of the global market. Most opportunities lie beyond our shores.

FIN-X provides a multi-asset platform. It combines global investment skills, competence and a deep network in sourcing opportunities.

OUR APPROACH

FIN-X Wealth’s investment approach is a top-down thematic overview blended with a bottom-up investment focus across asset classes.

We are research and data driven having access to a significant investment resource base.

We bring the X factor by creating Xtra-Ordinary Opportunities globally – equities, fixed income, alternatives, private equity.

Our client engagement is about providing an unparalleled experience – this means Listening, Caring & Engaging.

OUR VALUES

The foundation of FIN-X’s core values and principles for our family of valued clients and staff rests on:

We put our clients first, acting in their best interest. We are true to our word and act with honour.

Our client interactions are personal never about a transaction or trade. We are an organisation that others can count on.

Living by the standard that nothing is hidden from our clients. Free from the influence of others.

Open dialogue and communication is crucial. We aim to keep you informed and “in-the-loop” to avoid surprises.

100% is our minimum standard. We strive to do better and constantly improve.

OUR TEAM

Brett Careedy

(Co-founder)

Authorised representative – 274843

BIO

– UBS

– ABN AMRO Morgans (RBS Morgans, Morgans Financial)

Investment advisory & strategy

Competencies: Strategy, investment, superannuation, insurance (personal & business) RG146 competent, derivatives ADA 1 & ADA 2, margin lending, financial planning, FASEA compliant

Financial advisers register – Moneysmart.gov.au

Brett Careedy

(Co-founder)

Authorised representative – 274843

BIO

– UBS

– ABN AMRO Morgans (RBS Morgans, Morgans Financial)

Investment advisory & strategy

Competencies: Strategy, investment, superannuation, insurance (personal & business) RG146 competent, derivatives ADA1 & ADA2, margin lending, FASEA compliant

Financial advisers register – Moneysmart.gov.au

Nav Muniratna

(Co-founder)

Authorised representative – 263641

BIO

– Credit Suisse, Challenger First Pacific, Bell Potter

– ABN AMRO Morgans (RBS Morgans, Morgans Financial)

Investment advisory & strategy

Competencies: Investment advice – RG146, derivatives ADA 1 & ADA 2, financial planning, superannuation, insurance (personal & business), margin lending, strategy, NASD Series 7 (U.S.), FASEA compliant

Financial advisers register – Moneysmart.gov.au

Nav Muniratna

(Co-founder)

Authorised representative – 274843

BIO

– Credit Suisse, Challenger First Pacific, Bell Potter

– ABN AMRO Morgans (RBS Morgans, Morgans Financial)

Investment advisory & strategy

Competencies: Investment advice – RG146, derivatives ADA 1 & ADA 2, financial planning, superannuation, insurance (personal & business), margin lending, strategy, NASD Series 7 (U.S.), FASEA compliant

Financial advisers register – Moneysmart.gov.au