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Patersons Securities Limited

Patersons Securities is one of Australia’s largest full service stockbroking and financial services firms.

Patersons have a powerful advisory team, a highly respected institutional dealing arm, award-winning corporate finance and equities research teams, and an expanding funds and asset management division. 

The firm now has over 500 employees, in 19 offices throughout Australia including Sydney, Melbourne, Perth, Brisbane, Adelaide and Canberra.

Our success has been built on the highly individualised nature of our service. We are focused on nurturing long-term relationships with both our clients and our employees. Since our inception over 100 years ago, Patersons has had only five executives leading the firm, providing us with exceptional stability in a highly dynamic and sometimes volatile industry.

One of our greatest strengths is the diverse team of experts we’ve built. Our depth of knowledge and wealth of experience enables us to cater to all types of investors. Find out more about Patersons history by downloading recent articles, "Proud History. Strong Future.",  "Our Experience. Your Advantage.", and our History Timeline.

Patersons broad range of financial services includes:

  • Private Client Services including: stockbroking; Accolade portfolio management service; cash and fixed interest; options trading; margin lending; international equities; financial planning; superannuation and retirement planning; online access and investment seminars.
  • Corporate Finance services including: initial public offerings; convertible note issues; share placements; roadshows and market related advice; rights issues; mergers and acquisitions; share purchase plans; corporate advice; capital reconstructions; backdoor listings; trade sales and private equity capital.
  • Institutional Dealing specifically focuses on expanding our global and domestic institutional reach and to complement the firm’s growing corporate and research offerings.
  • Equities Research highly regarded extensive offering including regular publications.
  • Asset Management services provide more opportunity and choice for clients with Patersons 80:20 Equity Fund.

Achieving financial success requires an experienced team, determined leadership, access to the latest information, technology and resources, as well as the ability to anticipate and read changing conditions. Patersons can help you meet your financial goals whether you are a first time or experienced investor. Download our Profile brochure.

Latest achievements include:

  • Opening a new office in East Perth in May 2010.
  • Launching a new fixed income and hybrid securities unit, Davies and Partners, in September 2009.
  • Merging with Tolhurst and Montagu, establishing offices in Adelaide, Gold Coast, Gladstone, Cairns, Sunshine Coast, Lismore, Mt Waverley, Geraldton and Parramatta.
  • Patersons 80:20 Equity Funds outperformed the market in 2009 returning over 40%.
  • Our network of over 300 Advisers has given us one of the largest retail services in Australia.
  • Equities turnover ranks in the top 20 in Australia.
  • Over 1.4 billion in assets under management or administration.
  • A Corporate Finance Team which has gone from strength to strength:
    • Raised in excess of $6.5 billion since 2000 in over 730 new issues.
    • Currently ranked 8 in Australia by capital raised with 2.6% of the market.
    • 2009 IPO of the Year Award - Resource Stocks Best of the Best.
    • Ranked No 1 in Australia by volume of new equity issues since 2007.
    • The Gold Award at the 2003 and 2007 Annual Australian Stockbroker Awards for Best Corporate Finance Deal. 
  • The Research Team is one of the leading national mid-cap industrial specialists, with unparalleled expertise in an extensive range of resource stocks, as well as comprehensive access to Top 100 research. The team was awarded Best Research House of the Year at the 2007 Annual Australian Stockbroker Awards for achieving the best aggregate of recommendations over a portfolio of identified stocks. 
  • One of the largest providers of capital for mid-cap and small companies.