Share Trading and Portfolio Management

How do I go about trading shares?

We can facilitate the buying and selling of shares through our referral association with OzPlan Financial Services AFSL 221235.

Each year in association with OzPlan Financial Services AFSL 221235, we conduct a market research update seminar, which our share investment clients have found to be an excellent opportunity to meet and speak with an expert in the Australian share market.

Do you find keeping track of your investments a stressful task?

We can take the hassle and bother out of keeping track of your investments with our investment portfolio management service. We will take care of recording income, acquisitions and sales, demergers, consolidations and splits, all of which make tracking your shares complicated.

We will send you regular reports – which will enable you to make informed decisions about your investments.

Warragul Office
61-63 Victoria Street
Warragul Vic 3820
03 5623 2276

Mulgrave Office
Level 3, 2 Nexus Ct,
Mulgrave Vic 3170
03 5623 2276


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