Patersons Securities has grown to become one of Australia’s leading full service stockbroking and financial services firms. We currently have five capital city offices and five regional city offices, staffed by over 160 Advisers.Our Advisers specialise in providing professional and timely advice on building balanced share portfolios. We are committed to offering our clients a safe, stable and considered approach to managing investments. Our network of Advisers and product specialists provide a full service array of financial products to cater for the range of client needs. Our services include: - Stockbroking – we provide advice on and execute, the buying and selling of shares on your behalf.
- Individual Managed Accounts – for those without the time or inclination to closely manage their own portfolio. The client’s financial objectives are assessed to determine an individual financial strategy which is then monitored by the adviser, using up-to-the-minute research to capitalize on opportunities immediately they occur and make appropriate adjustments as market circumstances change.
- Portfolio Administration – removes the burden of paperwork associated with investment portfolios. The service archives copies of “buy” and “sell” orders, bank dividends and other income, provides on-line access to quarterly and annual reports with a snapshot of your portfolio’s performance and provides end-of-year tax data for your accountant.
- New Floats and Issues – provides you with the opportunity to invest in exclusive new floats and issues being undertaken by our successful corporate finance team.
- Cash and Fixed Interest – provides access to, highly competitive interest rates for at call funds, term deposits, bank secured bills and company debentures.
- Options Trading – provides strategies to increase the yield on your portfolio, protect it or give you leveraged entry into recommended stocks.
- Margin Lending – we can offer access to a margin lending facility which allows clients to gear into the marketplace by borrowing against securities, providing opportunities to increase profits in a tax efficient manner.
- International Equities – allows clients to buy and sell shares listed in the USA and other major stockmarkets around the world as easily as investing in Australia.
- Financial Planning – providing professional advice to help our clients organise their financial affairs now and into the future.
- Patersons Online - an on-line internet trading service, giving clients access to our professional expertise and research-based information, 24 hours a day, 7 days a week.
For more information on our products and services please contact your investment adviser, Contact Us online or alternatively, phone our Customer Service Representative on FREE CALL 1800 005 296. Download Patersons Profile Brochure or our more detailed Client Services Brochure. If you would like to contact your local office, please click on Office Locations for further contact details.
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