SYDNEY 02 9233 2433

MELBOURNE 03 9601 6800

EMAIL jps@jpalmer.com.au

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

Investing with Safe Hands since 1872

INVESTMENT MANAGERS · STOCKBROKERS · FINANCIAL ADVISERS

We invite you to explore our suite of differentiated investment services. One of our main differences is that we have been investing for clients for over 140 years. The family that started the business in 1872 is still very ‘hands on’.

Our focus is on client benefits.

While we have a range of services, we think you will find great interest in:

  • Our unique approach to Investment Management, performed for both private investors and superannuation investors, whether with small funds or large.
  • Our Investment Administration service, which, by eliminating drudgery, gives valuable time back to the clients who use it.
  • Our Aged Care service which provides financial advice and guidance for transitioning family members to aged care.
  • We also still run one of the most efficient Stockbroking services in the country.

While you are here, take a look at our Services page and contact us for any personal assistance you might need. You’ll be glad you did.


Viewing your Portfolio Holdings

23 Jul 2018

Please refer below regarding changes to Login Access > Trading

You may call our office Sydney 02 9233 2433 or Melbourne 03 9601 6800 to assist with your initial Login, or

follow the link, enter your USER ID as Username and Password. Click ‘LOGIN’.

Investment & Economic Review July 2018

20 Jul 2018

Investment markets in the early months of 2018 suffered several fits of volatility but managed to shake it off and rallied in May and June.   Consequently, Australian share indices ended June at close to their financial year-high points, whilst long-term interest rates, which had crept up towards 3%, retracted to about 2.6% by financial year end.