Stockbroking

• Stockbroking Advice

  Buying and selling shares is the very essence of stockbroking. However, it is the quality of our Wealth Advisers that sets Patersons apart. With access to real-time market data, quality research, and sophisticated market analysis tools, our Advisers provide expert advice to suit your personal needs, whether you're looking for advice on stock selection or are exploring other investment opportunities.

• Portfolio Construction

  A properly diversified portfolio is essential in managing risk and achieving your investment objectives. Our Advisers can help you design a portfolio that includes an approriate mix of equities across Australian and international stock sectors, appropriate to your specific investment strategy and goals.

• Domestic and International Trading

  As a participant of the ASX, NSX and Chi-X, we offer advice and execution services for clients looking to trade equities and derivatives on domestic markets. Our international equities team can also help you buy or sell overseas listed equities on approved exchanges and facilitate the distrbution of dividends payable on your international holdings.
  
  Read our Best Execution Policy

• IPOs and Capital Raisings

  Patersons Corporate Finance has been ranked #1 by number of new equity issues in Australia every year since 2003 (by reference to the Thomson Reuters League Table), providing our clients with exclusive access to a range of corporate IPO’s and capital raising opportunities. 

• 708 Investor Opportunities

  Qualifying investors, who understand the implications of being classified as sophisicated and wholesale, are able to access a range of exclusive 708 Investor opportunities through Patersons.

  A new issue of securities is generally offered to the public with regulated disclosure documents such as a prospectus or product disclosure statement. However, a qualifying investor who is capable of making investment decisions without the need to consider a prospectus or disclosure document may be eligible to participate in certain exclusive placements or capital raisings.

  In order to participate, investors must provide a certificate, from a qualified accountant certifying that they have a prescribed net asset or gross income level, being:

  • A gross income of $250,000 or more per annum in each of the previous two years; or

  • Net assets of at least $2.5 million.

  Learn how to register as a 708 Investor

• Quality Research

  Quality research is the essential cornerstone of a successful broker-client relationship. Complimented by our long-standing relationship with Morningstar Australia and their comprehensive library of research products, our research analysts delve deep beneath the surface of the companies they cover to unearth investment opportunities for our clients and make appropriate recommendations.