Who is EQ

EQ Financial Pty Ltd is a fully independent and privately owned financial services company based in Sydney's CBD.

EQ Financial has been granted its own Australian Financial Services Licence.

We have been operating for over 15 years and during that time developed strong relationships with our loyal clients.

Being independent, as opposed to being aligned to institutions or banks, there is no restriction to what strategy we can tailor to your needs. This extends also to having access to an unlimited range of products and services offered in the industry. We are able to research and recommend solutions on a truly unbiased basis.

Welcome to EQ Financial

EQ Financial provides a comprehensive range of financial services which includes investment management, risk management, advisory and administration services, as well as related professional services in the areas of finance broking, taxation, estate & family office.

We believe a successful wealth creation plan is best achieved by combining all aspects of your financial situation. As each decision made impacts other areas of a financial structure, at EQ Financial we can co-ordinate all aspects of your financial affairs to optimise results.


We will work with you to develop wealth creation and protection strategies that enhance your financial position without undue risk.

Our clients have total control over the decision making process and the confidence that all their financial matters can be managed and administered through a single contact point whilst maintaining ownership and direct access to their account.