Total Revenue
$2,847,392
↑ 18.3% vs last quarter
Active Clients
1,247
↑ 4.2% new onboards
Portfolio Value
$48.2M
↑ 12.1% AUM growth
Net Profit
$284,739
↑ 22.7% margin improved
Revenue Performance
Comparing Q3 2026 vs Q3 2025
Revenue
Expenses
Profit
Asset Allocation
Portfolio breakdown
$48.2M
Total AUM
Australian Equities
50%
Fixed Income
30%
Property
16%
Alternatives
4%
Recent Transactions
Last 24 hours
View all →
| Client | Type | Date | Amount | |
|---|---|---|---|---|
MC | Meridian Capital BSB: 062-000 | Inbound | Today, 9:41am | +$284,000 |
PG | Pacific Growth Fund BSB: 033-001 | Outbound | Today, 8:22am | -$97,500 |
AT | Axiom Trading Pty BSB: 082-004 | Pending | Yesterday, 4:55pm | $512,000 |
HC | Harbourside Capital BSB: 114-002 | Inbound | Yesterday, 2:11pm | +$1,240,000 |
TL | TerraLink Ventures BSB: 065-008 | Outbound | 22 May, 11:30am | -$340,750 |
Live Activity
System events
Live
New transfer approved
Just now · Meridian Capital
+$284K
Client report generated
8 mins ago · Q3 Portfolio Summary
PDF
Compliance check passed
23 mins ago · AUSTRAC AML
✓
Market data synced
41 mins ago · ASX Live Feed
2,847
New client onboarded
1hr ago · Harbourside Capital
KYC ✓