Susan Thomas

BT Portfolio Services Pty Ltd is a company based in New York, NY.

Grant Thornton Australia Ltd. provides audit, tax, and advisory services. It offers a range of services for private business clients in the areas of asset protection, exit strategies, taxation and regulatory compliance, financial and working capital modeling and management, strategic planning and assessment, structuring, succession and tax planning, transaction support and wealth management, and profit optimization. The firm also provides audit methodology and technology, business risk, operational consulting, recovery and reorganization, tax, and financial reporting advisory services for corporate companies. The company was founded in 2007 and is headquartered in Sydney, Australia.

Part of Flexiplan Superannuation Fund Pty Ltd., FlexiPlan Australia Ltd. provides insurance services. The Australian company was founded by Susan Patricia Thomas.

Advance Asset Management Ltd. (Advance AM) is an investment management firm headquartered in Sydney, Australia. The firm was founded in 1982 and formerly known as NSW Property Managers Pty Ltd. and as NSW Asset Management Ltd. In 2023, they were acquired by Mercer (Australia) Pty Ltd., which is ultimately owned by Marsh & McLennan Cos., Inc. (NYSE: MMC) in the US. Advance AM manages managed funds and multi-manager funds for various investors.

Part of Westpac Banking Corp., Westpac Financial Services Group Ltd. is an Australian financial services company that offers an integrated online banking solution to help individuals and businesses manage their finances. The company is based in Sydney, Australia and operates in multiple countries including Australia, New Zealand, and the United States. Westpac provides innovative financial packages to support personal, business, and corporate banking needs, as well as guidance on cash flow management. In addition to banking services, the company also offers information on careers, investor relations, sustainability, and community involvement.

Part of ADDEV Materials SAS, Addev Materials Aerospace Ltd. is a British company that wholesales coatings and adhesives. The company is based in Poole, UK and was founded in 2002.

Royalco Resources Ltd. engages in exploration of gold, zinc, and minerals. It operates through The Royalty Management segment that manages a portfolio of resource based royalty rights held in Australia and New Zealand. The Other segment relates to corporate and administrative functions. The company was founded by Peter John Topham and David Lindsay Ogg on March 26, 2001 and is headquartered in Melbourne, Australia.

Property Exchange Australia Ltd. operates as a online property exchange network. The firm assists lawyers, conveyancers and financial institutions to lodge documents with land registries and complete financial settlements electronically. The company was founded in 2010 and is headquartered in Melbourne, Australia.

Part of Recreo Financial Pty Ltd., Certane Group Pty Ltd. provides trustee and financial technology services. The company is based in Melbourne, Australia. The CEO of the Australian company is Marcus Price. Certane Group was acquired by Recreo Financial Pty Ltd. on March 23, 2021.

BT Financial Group Pty Ltd. provides online investment balance and transaction services. It offers investment, superannuation, retirement income products, financial advice, and insurance options. The company was founded in 1969 and is headquartered in Sydney, Australia.