company history

Global Mutual Funds was established in 2002 and obtained an Australian Financial Services License with the Australian Securities and Investment Commission. Our AFSL Number is 222640. We have been pioneers in the industry for many years and are known for taking innovative steps. We are very proud of our achievements and all the people who led us here.

  • 2002

    start with a small service

    This was the time when we started our company. We had no idea how far we would go, we weren’t even sure that we would be able to survive for a few years. What drove us to start the company was the understanding that we could provide a service no one else was providing.

    We registered our first trademarks InvestorView® in Australia, Hong Kong, Singapore and United Kingdom, InvestmentView® and MyMoney® in Australia.

  • 2004

    first employees

    This was the first period when Global Mutual Funds actually felt like it would stick around for a while. We realized we were growing more stable and expanding at the same time. We needed a new office as we had severely outgrown the last one. We started scouting for a new location.

    We expanded into the areas of corporate advisory, financial planning, mortgage broking, accounting, taxation, small business advisory, information technology, asset management and intellectual property

  • 2008

    first recognition

    By this time we were a well known name within the industry. We had built up a significant client base of small and medium business in Australia. We achieved a significant exit of one of our investment management turn arounds and buy outs, we commenced with the managing in excess of $50m in underlying assets for Asian Equities and our MyMoney business exceeded over $150m in assets under administration.

    Our intellectual property began to grow significantly and our consolidation in the financial services technology arena began to grow. Through our proprietary solutions we are able to provide customised and unique solutions to our clients that are tailored to their individual needs and requirements.

  • 2016

    MyMoney— corporation or family

    Our journey has only brought us higher. Information Technology completely changes the way we analyze and present data. We have embraced new technologies and have ensured that our clients receive cutting edge analytics. As we go on towards the future we intend to exploit the full potential of new technologies to power our services.

    Our portfolio of intellectual property and proprietary solutions to continue to grow, this includes software and application solutions, enhanced cloud hosting, greater customised solutions for our clients, more value added business enhancements around a total business value solution.

how can we help you?

Contact us at the Sydney Office or submit a business inquiry online.

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