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

Management

Malcolm Palmer, great grandson of the founder, is Managing Partner and responsible for directing the business. Joseph Palmer & Sons has always been managed as a family firm providing a personal service.


The present partnership is Malcolm Palmer, an affiliate of the Australian Securities Exchange and Fotine Palmer. Both partners are actively involved in the firm's operations, continuing the long-standing family commitment of over 150 years. The firm has always been client focused and offers quality service to private investors.


Malcolm Palmer is a share analyst and stockbroker, having had 10 years' experience with financial funds management institutions before joining the firm in 1993. Fotine Palmer is the firm's accountant. She previously worked with several large financial service institutions.


Our Sydney office is conveniently located at 309 Kent Street (Tel: 02-9233-2433), near Wynyard Railway Station in the CBD. Key personnel are:

Sonia Xerri, Chief Operating Officer 

Allan Furlong, Manager Investment Advisory Services

Richard Jenkins, Relationship Manager

Christopher Gutierrez, Manager Investment Administration


The Melbourne business is wholly owned and managed by Managing Director, Rodney Horin, and Directors, Alex Moffatt and Ben Gratzer. The office is located at 330 Collins Street, Melbourne (Tel: 03-9601-6800)


Overseeing the investment decisions and governance of our managed portfolios is our Investment Committee, the Chairman of which is Carl Memmott.


Our Aged Care service consultants are Ron Stephens in Sydney and John Rawling in Melbourne.


Joseph Palmer & Sons is a Principal Member of the Stockbrokers and Investment Advisers Association (SIAA). The SIAA is the professional body for the stockbroking and investment advice industry in Australia.