SYDNEY 02 9233 2433

MELBOURNE 03 9601 6800

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F Palmer & ME Palmer
Trading as Joseph Palmer & Sons
AFS Licence 247067 · ABN 29 548 490 818

Investing with Safe Hands since 1872

INVESTMENT MANAGERS · STOCKBROKERS · FINANCIAL ADVISERS

We invite you to explore our suite of differentiated investment services. One of our main differences is that we have been investing for clients for over 140 years. The family that started the business in 1872 is still very ‘hands on’.

Our focus is on client benefits.

While we have a range of services, we think you will find great interest in:

  • Our unique approach to Investment Management, performed for both private investors and superannuation investors, whether with small funds or large.
  • Our Investment Administration service, which, by eliminating drudgery, gives valuable time back to the clients who use it.
  • We also still run one of the most efficient Stockbroking services in the country.

While you are here, take a look at our Services page and contact us for any personal assistance you might need. You’ll be glad you did.

Portfolio Administration Services

24 Jun 2014

Did you know that Joseph Palmer & Sons offers

Tax Administration services for your investment portfolio?

 

We can produce all portfolio reports for you, including tax and income summaries that can be forwarded directly to your accountant – saving you time and money.

 

From as little as $206.25 per qtr (GST incl),

min 12 month term.

JPS_Sons - 14:45:31 Aug 01th
Woodside Petroleum $WPL buyback plan rejected by shareholders. 72% of shareholders voted for. A 75% vote for was required. #ausbiz
JPS_Sons - 13:56:13 Aug 01th