Colonial First State

Financial Services - Sydney, New South Wales, AU

Colonial First State Senior Management
James Cutler

Senior Business Specialist (Project Manager/Stream Lead/Product Owner)

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Andrea Davison

Senior Manager, Office of the COO

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Andrew Morgan

Chief Financial Officer

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Shelley Chen

Digital Product Owner

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Allan Fuente

Digital Product Owner

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Colonial First State Details

We’ve helped over 3 million Australians and counting. We provide superannuation, investment and retirement products to members as well as to corporate and superannuation fund investors. Our wide range and investment management expertise spans Australian and global shares, property, fixed interest, credit, hedge funds, infrastructure and private equity. The privacy of your personal information is important to us. We will handle all personal information collected in accordance with applicable privacy laws and our privacy policy and collection statement which can be accessed here www.cfs.com.au/privacy. If you have any questions in relation to our privacy practices or would like to request a copy of our privacy policy please contact us on 13 13 36. Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee and issuer of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the issuer and Investor Directed Portfolio Services (IDPS) operator and administrator of investment products. Information on this social media may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at www.cfs.com.au/tmd, which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the FirstChoice PDSs and the FSG from www.cfs.com.au or by calling 13 13 36 and FirstWrap PDSs, FSGs and IDPS Guides from www.firstwrap.com.au or your adviser.

Colonial First State logo, Colonial First State contact details
Employees: 1611
HQ: +61 2 9303 3000
Location: Sydney, New South Wales, AU
Revenue: $336 million
Investment Management Services Retirement Products Financial Services Superannuation Investment Advisory Services Mutual Funds Wealth Management Pension Fund Managed Funds
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Colonial First State is a leading wealth management group in Australia, with over A$145 billion under management. Located in the South Tower of Commonwealth Bank Place in Dawes Point, Sydney, the company has been helping Australians with their investment needs since 1988. With a team of experienced financial professionals, Colonial First State provides a wide range of investment products and services to individuals, corporate and superannuation fund investors. The company's investment management expertise spans various asset classes, including Australian and global shares, property, fixed interest, credit, hedge funds, infrastructure, and private equity. They offer a range of retail and wholesale investment products, including their FirstChoice product, which provides over 100 investment options managed by Colonial First State and other well-known investment managers and specialist boutique managers. Colonial First State is committed to providing value for money and has a strong reputation for delivering high-quality financial advice and wealth management solutions. Their team of experts is dedicated to helping clients achieve their financial goals, whether it's saving for retirement, investing in shares, or managing their superannuation. With a focus on innovation and customer service, Colonial First State continues to be a trusted name in the financial services industry.

At Colonial First State, we have been helping Australians with their investments since 1988. We've become one of Australia's top wealth management groups, managing over A$145 billion. We offer investment, superannuation, and retirement products to individuals, businesses, and superannuation funds. Our investment experts manage a wide range of assets, including Australian and global shares, property, fixed interest, credit, hedge funds, infrastructure, and private equity. Our FirstChoice product gives you over 100 investment options, some managed by us and others by well-known investment managers and specialist boutique managers. We're committed to providing value for money and offer both retail and wholesale investment products.

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