Ticker

EP1.AU

E&P Financial Group Limited engages in the financial services business in Australia, the United States, and Hong Kong. It operates through three segments: E&P Wealth, E&P Capital, and E&P Funds. The E&P Wealth segment provides financial advice, investment advice, stock broking, portfolio administration and reporting, self-managed superannuation fund administration, and legal services to self-managed superannuation trustees, retail clients, wholesale clients, and high net worth individuals; and share trading and execution services. The E&P Capital segment offers stockbroking and investment advisory services to institutional clients; and advice to corporations, including advice on equity and debt capital market transactions, public markets and private treaty mergers and acquisitions, corporate divestments, private equity buyouts, debt financing, and corporate restructurings. The E&P Funds segment provides investment management services, administration services, and responsible entity services to managed investment schemes. The company was formerly known as Evans Dixon Limited and changed its name to E&P Financial Group Limited in November 2020. E&P Financial Group Limited was incorporated in 2015 and is based in Sydney, Australia.