We are committed to offering you a considered, personal approach to your financial and investment needs.
If you have an interest in investing or trading in shares and other listed securities, we can provide immediate and ongoing advice on portfolio construction, execution, research, and the use of derivatives in some circumstances.
We have been the most active stockbroker by number of new issues in Australia since 2007, and raised in excess of $7 billion since 2000. Depending on your experience and financial circumstances, you may be eligible to participate in certain exclusive placements or capital raisings.
Patersons offers a suite of portfolio management services designed for investors who want more than just an occassional phone call.
Accolade is an invaluable tool to improve the management and analysis of your investments, streamline your administration and provide enhanced tax and portfolio reporting.
At Patersons, we have a team of specialist advisers who can assist you with both structural and investment advice relating to your superannuation funds.
Our Financial Planning service can assist you in organising your financial affairs and achieving your desired lifestyle objectives for today, as well as in retirement.
Patersons offers access to an extensive range of Cash and Fixed Interest products, and via our relationships with Australia’s leading financial institutions, can provide highly competitive rates over a range of maturities.
Margin lending allows you to negatively gear your investments (similar to gearing your property) by borrowing against your existing portfolio of approved stocks; or to acquire new investments using your cash equity and the margin loan.
Our accredited Advisers can help you to navigate the complex, but potentially profitable, world of derivatives.
We can offer you trading access to global markets as easily as trading in Australian equities.
Patersons Institutional Dealing team is known as one of Australia's leading mid-cap resource and industrial brokers in the country, assisting institutional investors.
Patersons participates in a wide range of financial seminars, investment events, and resource conferences.
Latest news from Patersons including superannuation questions answered, how to plan for a stronger financial future and a review of the year 2013 by our Head of Research.
Direct Debit Terms and Conditions
Pershing Disclosure Statement
Pershing Financial Services Guide