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

Philanthropy

“That’s what I consider true generosity. You give your all, and yet you always feel as if it costs you nothing.”

Simone de Beauvoir

Have you a desire to contribute to good causes?

Most Australians have a high ‘generosity of spirit’ when it comes to their philanthropic intentions and seek ways to give to those less fortunate than themselves.

That said, it is also true that those who have worked hard for their wealth want to make sure that the money they give will be dealt with efficiently and effectively on its journey to the intended destination.

We are fully aware of these facts at Joseph Palmer & Sons and we established the Joseph Palmer Foundation to cater for clients who wish to express their generosity in a simple and practical manner.

The benefits to those who have a passion to donate to charitable causes are as follows:

  • Joseph Palmer & Sons have been investing for clients since 1872.
  • We apply our history, experience and foresight to everything we do for clients.
  • The Joseph Palmer Foundation is an ideal investment vehicle for giving to your charity of choice.
  • The fund complies in every way with the strict laws that govern its activities.
  • Donations to the fund are tax deductible.

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Donation Form

Click here to download form (General Fund).

Click here to download form (Sub-Fund).

Media Articles

Joseph Palmer & Sons Executive changes

Author: Sherry Guirguis/Thursday, January 18, 2018/Categories: News, Palmer Articles

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The Partners of Joseph Palmer & Sons are pleased to announce the following executive changes.

Barry Schebella, who has been with Joseph Palmer & Sons since 1994, is retiring.  Barry has worked tirelessly for more than two decades in his capacity of General Manager, and will be surely missed by staff and clients.  We wish Barry a very relaxing and long retirement in Adelaide.

Sonia Xerri, who has been with Joseph Palmer & Sons since 1995, has been promoted to the position of Chief Operating Officer.  In her more than twenty years with the firm Sonia has worked in all areas, including stock analysis, administration and more recently as a portfolio manager and stock broker.  Sonia’s promotion to senior management is well deserved, and will see her skills applied to the further development and success of the firm.  Sonia will no longer be able to focus on stock market advice, but clients can be assured that the investment advisory team including Allan Furlong and Rakesh Daryanani are on hand to assist.
AuthorMalcolm Palmer
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