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May 22, 2015 10:32 PM ET

Internet Software and Services

Company Overview of Morningstar Australasia Pty Limited

Company Overview

Morningstar Australasia Pty Limited provides online finance and investment data information for retail investors in the Australian and New Zealand markets. It allows customers to access investment research, data, analysis, opinion and portfolio management, and search tools online. The company’s services include stock data, company profiles, fund data and research, and analyst reports on stocks. It also offers commentary and news, as well as publishes newsletters for investors. The company was founded in 1999 and is based in Sydney, Australia. Morningstar Australasia Pty Limited operates as a subsidiary of Morningstar Inc.

Level 36

Australia Square

264 George Street

Sydney, NSW 2000

Australia

Founded in 1999

Phone:

61 2 9276 4506

Fax:

61 2 9276 4545

Key Executives for Morningstar Australasia Pty Limited

Chairman of Morningstar, Inc and Chief Executive Officer of Morningstar, Inc
Age: 57
Adviser
Compensation as of Fiscal Year 2014.

Morningstar Australasia Pty Limited Key Developments

Morningstar Australasia Pty Limited Presents at Morningstar Investment Conference 2015, May-21-2015

Morningstar Australasia Pty Limited Presents at Morningstar Investment Conference 2015, May-21-2015. Venue: The Western Sydney, 1 Martin Place, Sydney NSW 2000, Australia. Presentation Date & Speakers: May-21-2015, Alex Prineas, Senior Manager Research Analyst, Mathew Hodge, Sector Head ­ Basic Materials, Energy & Utilities, Peter Warnes, Head of Equities Research, Tim Murphy, CFA, Director of Manager Research, Tom Whitelaw, Director of Manager Research Ratings.

Morningstar Names Heather Brilliant and Mark Roomans as Co-CEOs of Morningstar Australasia Pty Limited, Effective April 1, 2014

Morningstar Inc. announced that Heather Brilliant, CFA, currently global director of equity and corporate credit research, and Mark Roomans, currently chief operating officer of Morningstar Europe, have been named co-chief executive officers of Morningstar Australasia Pty Limited in Sydney, effective April 1, 2014. Brilliant and Roomans will manage the business together throughout 2014, and Brilliant will become sole CEO in 2015. Before joining Morningstar 10 years ago, Brilliant spent several years as an equity research analyst for boutique investment firms. Roomans will continue to serve as chief operating officer of Morningstar Europe, in addition to his role as co-CEO of Morningstar Australasia. He previously served as head of new markets, establishing Morningstar's operations in Mexico, Chile, Brazil, and the United Arab Emirates, and has been CEO of Morningstar Spain and Morningstar Switzerland.

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