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

$20 billion+

IN FUNDS UNDER
WEALTH ADVICE

180+

INSTITUTIONAL
CLIENTS

$6.6 billion+

OF ASSETS ACROSS
ITS DIFFERENT STRATEGIES

As at 30 June 2020

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 465 staff located in Sydney, Melbourne, Canberra, Brisbane and New Jersey.