Invesco Australia (Melbourne)

Name: Invesco Australia
Address: Level 26, 333 Collins Street, Melbourne, 3000
Telephone: +613 9611 3428

Invesco Australia is a large advisory firm based in Melbourne. It manages $5.98 billion of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2007.

Invesco Australia provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Invesco Australia: assets under management

The assets under management (AUM) of Invesco Australia is $5.98 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $5.98 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $112.76 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Invesco Australia for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Invesco Australia

John Wallace Nairn has been acting as President since 1 Dec 2006. Michael Joseph O'brien joined the executive team most recently as the Ceo, Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Invesco Pacific Group Limited	Direct owner	1 Mar 2003	75% - 100%	foreign
Ian Alistair Sinclair Coltman	Head of legal and company secretary	1 Jul 2004	Other	5459039
Michael Joseph O'brien	Ceo, director	1 Sep 2006	Other	5459036
Antony Spillane	Head of compliance	1 Sep 2006	Other	5459038
John Wallace Nairn	Director	1 Dec 2006	Other	5459037

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Invesco Plc	Direct owner	1 Feb 1997	50% - 75%	foreign

Based in Melbourne

The principal office where Invesco Australia performs its advisory services is located at Level 26, 333 Collins Street, Melbourne, 3000, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +613 9611 3428 or by fax +613 9611 3800. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.invesco.com.au.