Centric

Centric

Financial-Services

Sydney, New South Wa...
Australia
Company Tagline

A wealth management platform built for you, by people like you.

Industry Category
Financial-Services
Company Description

Centric is a leading financial services provider based in Sydney, Australia, dedicated to empowering advisors and their clients with innovative wealth management solutions. Centric has been built on a foundation of deep industry knowledge, cultivated through extensive consultations with advisors, clients, and industry stakeholders over five years.

Located at 1 O'Connell St, Level 15, Sydney, New South Wales 2000, AU, Centric offers a comprehensive platform designed to scale businesses, enhance client service, and streamline management processes. The Centric platform provides access to competitive cash rates, low-cost trading, and transparent pricing, ensuring advisors can easily configure, collaborate on, and manage client portfolios. With Centric, advisors gain access to a broad range of investment options and products, including Centric Super, tailored to meet diverse client needs.

Centric is committed to delivering excellence in wealth management through cutting-edge technology and a client-centric approach. The Centric platform enables efficient portfolio management and offers the flexibility needed to navigate the complexities of the financial landscape. We invite the management team at Centric to create a customized and exclusive company showcase and product listing on our platform, further highlighting the value and innovation Centric brings to the financial services industry.

Centric est un fournisseur de services financiers de premier plan basé à Sydney, en Australie, dédié à l'autonomisation des conseillers et de leurs clients grâce à des solutions innovantes de gestion de patrimoine. Centric a été bâti sur une base de connaissances approfondies de l'industrie, cultivées grâce à de vastes consultations avec des conseillers, des clients et des acteurs de l'industrie pendant cinq ans.

Situé au 1 O'Connell St, Level 15, Sydney, New South Wales 2000, AU, Centric offre une plateforme complète conçue pour développer les entreprises, améliorer le service à la clientèle et rationaliser les processus de gestion. La plateforme Centric offre un accès à des taux de trésorerie compétitifs, à des coûts de transaction bas et à une tarification transparente, garantissant ainsi que les conseillers peuvent facilement configurer, collaborer et gérer les portefeuilles de leurs clients. Avec Centric, les conseillers ont accès à une large gamme d'options et de produits d'investissement, y compris Centric Super, adaptés pour répondre aux divers besoins des clients.

Centric s'engage à fournir l'excellence dans la gestion de patrimoine grâce à une technologie de pointe et une approche centrée sur le client. La plateforme Centric permet une gestion de portefeuille efficace et offre la flexibilité nécessaire pour naviguer dans les complexités du paysage financier. Nous invitons l'équipe de direction de Centric à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme, soulignant davantage la valeur et l'innovation que Centric apporte au secteur des services financiers.

Key Personnel / Employees
Mark Newbound Greg Middleton Tim Marshall Kieran Canavan (GAICD)

Compare Companies Side by Side

Compare Centric with 3 companies in Financial-Services

4 Companies
Comparison Field
Centric
Centric
Main Company
Fat Prophets
Fat Prophets
View Profile
MGI Adelaide
MGI Adelaide
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Franklin Advisory
Franklin Advisory
View Profile
Founded Year
2000 1939 2018
Company Size
11-50 11-50 2-10
City
Sydney, New South Wales Sydney, New South Wales Eastwood, South Australia Adelaide, South Australia
Country
Australia Australia Australia
Skills & Keywords Comparing with main company
10 Total Skills
Wealth Management Financial Services Investment Platform Portfolio Management Superannuation Financial Advisory Investment Solutions Managed Funds Investor Directed Portfolio Services Investment platform
4 Total 4 Unique
Unique Skills:
Customer Service Independent stock research Stock buy & sell recommendations Stock Market Knowledge
18 Total 18 Unique
Unique Skills:
Accounting Advisory Auditing Business Growth Business Planning Estate Planning +12
3 Total 3 Unique
Unique Skills:
Equities Financial Planning Investments
4
Total Companies
1939
Oldest Founded
1
Countries
35
Unique Skills

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Alternative Company Names

This company is also known as

Centric 森特里克 सेंट्रिक سنتريك Центрик