| Capital Markets Industry | Financials Sector | Mr. Ben Keeble CEO | ASX Exchange | Q3658G113 CUSIP |
| Australia Country | - Employees | 12 Sep 2025 Last Dividend | 4 Oct 2021 Last Split | - IPO Date |
E&P Financial Group Limited is a diversified financial services entity that operates in Australia, the United States, and Hong Kong. Established in 2015 and headquartered in Sydney, Australia, the company offers a wide range of financial services across multiple segments such as E&P Wealth, E&P Capital, and E&P Funds. Each segment caters to different client needs, ranging from individual financial advice and portfolio management to corporate financial advisory and investment management services. E&P Financial Group Limited caters to a diverse clientele that includes retail clients, wholesale clients, high net worth individuals, and institutional clients. Through its comprehensive suite of services, the company aims to deliver tailored financial solutions that meet the evolving needs of its clients.
This segment focuses on delivering a broad array of services to its clients, including financial and investment advice, stock broking, portfolio administration and reporting, and self-managed superannuation fund administration. Additionally, it provides legal services, serving both retail clients, wholesale clients, and high net worth individuals. It also offers share transaction arrangement and handling services, ensuring comprehensive wealth management solutions tailored to individual financial goals.
E&P Capital is geared towards institutional clients, offering stockbroking and investment advisory services. It also provides comprehensive corporate advice including equity and debt capital market transactions, mergers and acquisitions both on public markets and through private treaty, corporate divestments, private equity buyouts, debt financing, and corporate restructurings. This segment is designed to support corporations in navigating complex financial landscapes and achieving strategic financial objectives.
This segment delivers investment management services, fund accounting, and administration services, along with responsible entity services for managed investment schemes. E&P Funds aims to provide superior investment management solutions, leveraging expertise across different asset classes to meet the investment objectives of its clients. Through bespoke fund solutions and rigorous investment stewardship, it seeks to deliver long-term value to its investors.