Malcolm Palmer, great grandson of the founder, is Managing Partner and responsible for directing the business. Joseph Palmer & Sons has always been managed as a family firm providing a personal service.
The present partnership is Malcolm Palmer, an affiliate of the Australian Securities Exchange and Fotine Palmer. Both partners are actively involved in the firm's operations, continuing the long-standing family commitment of over 140 years. The firm has always been client focused and offers quality service to private investors.
Malcolm Palmer is a share analyst and stockbroker, having had 10 years' experience with financial funds management institutions before joining the firm in 1993. Fotine Palmer is the firm's accountant. She previously worked with several large financial service institutions.
Our Sydney office is conveniently located at 5 Hunter Street (Tel: 02-9233-2433), near Wynyard Railway Station in the CBD. The functional heads of management in the Sydney office are:-
Allan Furlong, Manager Investment Advisory Services
Sonia Xerri, Chief Operating Officer
Richard Jenkins, Manager Investment Administration
The Melbourne business is wholly owned and managed by Managing Director, Rodney Horin, and Directors, Alex Moffatt and Ben Gratzer. The office is located at 330 Collins Street, Melbourne (Tel: 03-9601-6800)
Overseeing the investment decisions and governance of our managed portfolios is our Investment Committee, the Chairman of which is Carl Memmott.
Our Aged Care service consultants are John Rawling in Melbourne and Ron Stephens in Sydney.
Joseph Palmer & Sons is a Principal Member of the Stockbrokers Association of Australia (SAA). The SAA is the peak industry body that represents institutional and retail stockbroking firms in Australasia and strives to promote high standards, skills and knowledge of securities & derivatives professionals.