About us
Partnervest Pty Ltd (ABN 80 683 034 693) has been a trusted partner for unions, associations, and profit-for-member entities for over 20 years. Throughout our 16 year history, we have evolved through various ownerships while maintaining a steadfast commitment to excellence. Initially part of Industry Funds Services and then Franklin Templeton, Partnervest is now proudly an Australian company under the leadership of Managing Director Serg Premier.
Our focus has always been on providing quality investment solutions at a reasonable price, coupled with exceptional service and support. As we continue this journey, we are excited to expand our range of investment solutions to include:
- Partnervest Institutional
- UnionInvest
- SimpleInvest
At Partnervest, we are dedicated to helping our clients achieve their financial goals through innovative and tailored investment strategies. Join us as we continue to grow and support our clients in their pursuit of financial success.
Serg Premier, MBA, SAFinsia, DipFinServ, RG146
Managing Director of Partnervest Pty Ltd
As Managing Director, Serg Premier is responsible for steering the strategic direction and overseeing major client relations at Partnervest. His role encompasses developing and managing key distribution partnerships, ensuring that the company’s investment solutions reach a broad and diverse client base.
Serg’s vision for Partnervest is to establish it as a leading provider of innovative and low-cost investment solutions, recognized for its commitment to excellence, integrity, and client success. He aims to foster a culture of continuous improvement and adaptability, positioning Partnervest at the forefront of the financial services industry.
OpenInvest
OpenInvest is the platform technology partner chosen by us to administer and deliver the Partnervest Solutions. OpenInvest Limited ACN 614 587 183 is the holder of Australian Financial Services Licence No. 504 155 and is the responsible entity of the OpenInvest Portfolio Service ARSN 628 156 052, through which all Solutions are provided.
Partnervest Pty Ltd receives fees from OpenInvest for the distribution of the three Solutions, which encompasses the roles of recommendations on the menu of available investment products, managing relationships with investment managers, creating and publishing content and educational materials for each Solution and customer support generally. Further information about the fees for the three Solutions is set out in the relevant Product Disclosure Statement for each service.