1. Todd O'Reilly and Michael Fazzolari
- Launched:
- September 2023
- Scale:
- $769m settled in FY25; #25 in The Adviser's Top 25
- Why here:
- Top 25 brokerage in its second year
- Scale 8/10
- Recognition 7/10
- Speed 10/10
Total25/30
A medical-only brokerage, for doctors, dentists and vets, that went from launch to 25th in The Adviser's Top 25 Brokerages 2026 in about two years, with $769 million settled in FY25. It says it settled more than $1.28 billion in FY26, and Australian Broker named it a Fast Starter in its Fast Brokerages 2026 list, with growth of 94% over two years.
It was a finalist for Major Independent Brokerage of the Year at the 2026 Australian Broking Awards, and has added a second brand, Exec Finance, for executives and high-net-worth clients. The founders say they use AI in the back office and keep it away from the client conversation, which is a sensible line for a business selling to doctors.