Professional Services
for the future.
All Australians need advice, guidance and assistance through the various stages of life. Whether you’re looking for business advice, tax effective structuring, or trying to navigate a transition of wealth to the next generation, First Equity is your advisory firm of choice. The experienced team at First Equity is built around your needs. We offer accounting and taxation advisory services to a broad range of clients and work closely with a small number of trusted boutique firms to provide you with the tailored solutions you need.
First Equity is a full-suite professional services firm, offering innovative accounting, tax and financial services for private business, family office and individual clients.
As a boutique firm, our experienced team draws on years of experience spanning Big 4 and mid-tier firms, advising some of Australia’s wealthiest families.
First Equity has a proven record of delivering high quality, tailored business and taxation advice that ultimately translates to increased wealth for its clients.
| Contact Name | Kelly McNeill |
| Address | Level 5, 97 Pacific Highway, North Sydney, NSW 2060 |
| Phone | +61 2 8624 6130 |
| Website | www.firstequity.com.au |
Defender Asset Management
As part of Vertua Limited’s client offerings, Defender AM manages licensing and compliance for your fund.
Defender AM’s specialist managers actively manage and add value to your assets, providing expert advice to grow your portfolio, while the platform provides robust risk management and compliance.
Services provided by Defender AM:
- Asset Management
- Advice
- Authorised Representative