Notice of updates

We’ve updated our Financial Services Guide (FSG), effective 18 November 2025. By continuing to use our services after this date, you accept the revised terms.

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About us

Unlocking financial potential, together

Combining expert knowledge with superior technology, Halo has established itself as a leading global provider of financial services and technology, delivering institutional-grade investment tools to everyday investors.
Our mission

Seeing beyond the curve, with Halo

Halo democratizes investing through industry-leading FinTech, built by a global team of exceptional talent.
Empowerment through innovation
We strive to stay ahead of the curve. This allows us to constantly improve our platform and offer you the most advanced tools possible. As a result, you can make informed decisions and potentially achieve greater success in the ever-evolving financial landscape.
Global reach, local insight
Sophisticated Inclusivity
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Our history
2017
Founding

HALO Technologies Pty Ltd is founded in Australia.

2018
Global Platform Launch

Launch of HALO Global platform, offering global equities research and thematic portfolios.

2019
Income Platform

Introduction of HALO Income platform for income-oriented investors.

2020
Trading & Mobile Expansion

Expansion of product suite with the launch of HALO Trading and HALO Mobile applications.

2021
Institutional Solutions

Enhancement of institutional offerings with the release of HALO Professional platform.

2022
IPO & ASX Listing

HALO Technologies IPO, HALO lists on the Australian Securities Exchange (ASX: HAL).

2023
UK Expansion

HALO Invest established post FCA regulated company acquisition.

Our team

Dynamic & experienced leadership

Based in Sydney, and with an office in Melbourne, Halo Technologies Pty Ltd is led by a dynamic management team with decades of experience in financial markets and technology.
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Mathew Roberts
Mathew RobertsManaging Director
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Peter Oxlade
Peter OxladeChief Executive Officer
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George Paxton
George PaxtonChief Operating Officer
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Nicolas Bryon
Nicolas BryonExecutive Director
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Ivan Oshry
Ivan OshryNon-Executive Chairman
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Phillipa Lewis
Phillipa LewisNon-Executive Director

See beyond the curve.

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