Wealth Management

We regard full service stockbroking as a partnership between you and your adviser to understand your requirements and determine an investment strategy or modelled portfolio. Our advisers will help you with decisions on investing in Australian and International shares, IPOs, corporate actions and other asset classes.  Your investments are monitored and reviewed regularly and we proactively recommend adjustments if and when necessary.

Portfolio Construction & Management

Our portfolio management and construction solutions are designed to help investors maximise investment performance and effectively manage their portfolio. As a client receiving portfolio management, the level of service can be adapted to your unique requirements.  Whether you are seeking full service personal advice relative to your financial situation and objectives, general advice on exposures, strategies and opportunities or the facilitation and execution of trades, our friendly and experienced advisers can assist

Tailored Advice

PhillipCapital has a long standing tradition of offering high quality tailored advice to investors in Australia.

For Personal Advice clients our advisers work in partnership with you to understand your unique requirements and develop an investment strategy and advice that best conforms to your financial situation, investment goals and appetite for risk.

Style of advice

Decide your level of participation in creating and managing your share portfolio, receiving as much professional advice and support as you require.

  Personal Advice General Advice No Advice
Australian Equities Yes Yes Yes
International Shares - Yes Yes
Options Trading - Yes Yes
CFD & Forex Trading -    
Portfolio Management Yes Yes Yes
Model Portfolio & Updates Yes Yes Yes
Margin Lending Yes Yes Yes
Online Portfolio Login Yes Yes Yes
PhillipCapital Research Reports Yes Yes Yes
IPOs and other Capital Raisings Yes Yes Yes

Why Choose PhillipCapital?

Expert, Quality Advice

Professional, fully accredited and friendly advisors can help tailor the perfect solution to your needs.

Global Strength and Size

Established in Singapore in 1975, PhillipCapital operates across 16 countries, has over 1 million clients and manages over USD 28 billion assets under management and custody worldwide. You know your investments are safe with us.

Gateway to Americas, Asia and Europe

Expand your investment universe outside of Austraila and reach across the globe. PhillipCapital has access to exchanges across the world.

Speak to an Advisor

Phone Request a Callback:

Phone Toll Free: 1800 214 264

Phone International: +61 3 8633 9800

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