We are
E&P Financial Group.
E&P Financial Group is a financial services business with a history spanning more than 30 years.
9,200+
WEALTH ADVICE CLIENTS
WITH FUNDS UNDER ADVICE
$24.4 billion+
IN FUNDS UNDER
WEALTH ADVICE
180+
INSTITUTIONAL
CLIENTS
$6.7 billion+
OF ASSETS ACROSS
ITS DIFFERENT STRATEGIES
As at 30 June 2021
Australian Owned.
Global in Thinking.
E&P Financial Group’s approach is to focus on long-term client partnerships while seeking to provide high-quality, market-leading financial advice for private clients, institutional clients and corporates. E&P Financial Group currently employs over 480 staff located in Sydney, Melbourne, Canberra, Brisbane, New Jersey and Hong Kong.