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08 8333 2488

Sharebroking

Wakefield Partners advisers act as representatives of Wakefield Partners Pty Ltd AFSL 493924.  They also have an Intermediary Agreement with Morgans Financial Ltd for the provision of stockbroking execution and settlement services.

This provides us with access to the full sharebroking facilities of one of the largest broking groups in Australia, with international connections.

We provide "full service broking" for our clients which includes;
  • up to date research on major and small companies,
  • access to floats and initial public offerings,
  • advice on portfolio construction and maintenance,
  • share sale and purchase.

Sharemarket Opportunities

The Australian Stock Exchange provides a range of investment opportunities for investors. As well as listed companies other attractive investments include;

Listed Property Trusts

A convenient way for small investors to benefit from investment in commercial, industrial, and retail properties.

Interest Bearing & Hybrid Securities

High yielding interest paying securities that can provide flexibility and liquidity.

Listed Investment Companies

A convenient way for the small investor to gain access to a broad portfolio of blue chip companies

To find out more about the sharemarket visit www.asx.com.au


At Wakefield Partners we can;

  • design a share portfolio for you depending on your need for income and capital growth,
  • review your current shares and make recommendations,
  • develop a strategy which can provide tax effective income in a cost effective package.
Contact us via email or talk to us on 08 8333 2488.