September 25, 2016 6:41 PM ET

Capital Markets

Company Overview of Morningstar Australasia Pty Limited

Company Overview

Morningstar Australasia Pty Limited is engaged in the publishing of financial research, newsletters, software, and databases in Australia and New Zealand. The company operates and Websites that offer data and objective information about managed funds and stocks available to individual investors in Australia and New Zealand. Its sites also offer independent editorial content produced by Morningstar analysts and journalists based in Sydney and around the world. In addition, the company provides Morningstar Adviser Workstation, a Web-based investment planning system; and Morningstar Direct, a global institutional investment analysis platform to investors, a...

Australia Square

Level 36

264 George Street

Sydney, NSW 2000


145 Employees


61 2 9276 4455


61 2 9475 4196

Key Executives for Morningstar Australasia Pty Limited

Chief Executive Officer and Director
Chairman of Morningstar, Inc and Chief Executive Officer of Morningstar, Inc
Age: 60
Head of Sales and Distribution
Compensation as of Fiscal Year 2016.

Morningstar Australasia Pty Limited Key Developments

Commonwealth Bank Re-Appoints Morningstar as Primary Investment Research Provider for Advice Business

Commonwealth Bank has re-appointed Morningstar Australasia Pty Ltd. (Morningstar) as primary investment research provider for its Wealth Management Advice Licensees - Commonwealth Financial Planning, Financial Wisdom and BW Financial Advice. As part of the appointment, Morningstar will now also provide research to Count Financial from 1 September, 2016. Morningstar will continue to complement the WM Advice Research team by providing quality research and consulting services, and tools for financial advisers to help them continue to deliver quality advice to customers.

Morningstar Australasia Pty Limited Appoints Heather Dawson as Head of Sales and Distribution

Morningstar Australasia Pty Limited appointed Heather Dawson as head of sales and distribution. Dawson oversees Morningstar's sales and distribution efforts in Australia and New Zealand. Dawson has more than 20 years' experience in business leadership roles in the financial services industry in Australia and the US. She served most recently as a consultant and mentor in leadership and sales excellence and as co-producer for the inaugural Conscious Capitalism Australia Summit.

Morningstar Australasia Pty Limited Appoints Carolyn Holmes, CPA Director of Equity Research, Australia/New Zealand

Morningstar Australasia Pty Limited appointed Carolyn Holmes, CPA as Director of Equity Research, Australia/New Zealand. Based in Sydney, Holmes leads a team of 20 analysts and oversees Morningstar's Australian and New Zealand equity research, including the development of institutional-quality company reports, analyst notes, pick lists, and industry and sector research along with proprietary qualitative ratings including the Morningstar Economic Moat, Fair Value Estimate, Uncertainty Rating, and Stewardship Rating. Holmes has more than two decades of experience in equity research and portfolio management. She worked most recently as Executive Director and Senior Equity Analyst at JP Morgan in Sydney.

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