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Investment portfolio management is the art of making decisions about which investments match your objectives whilst also balancing risk against performance.

Finding the right solution for you will depend on your financial goals and needs, your timeframe and your personal preferences.

Whatever your financial goals may be, there are a variety of investments and different investment approaches to choose from.  Some that we specialise in are:

  • Managed Funds
  • Education Funds
  • Insurance Bonds
  • Securities (Direct Shares)
  • Property Trusts
  • International Investment Exposure

Share Trading

Interested in the share market? Like to understand it better?  Or perhaps you have an existing share portfolio you’d like a hand with. Well, you’ve come to the right place!

At Stephens Plattfuss & Co. Financial Services Pty Ltd we can provide education, guidance and a management service to optimise your share portfolio.

Having a clear strategy and understanding the opportunities and when take action is the key success.

Services we can provide:

  • Buy/Sell Shares
  • Establish Share Trading Accounts
  • Develop Share Investment Strategies
  • Provide Recommendations Based on Experienced Research
  • Manage your Share Portfolio
  • Provide Expert Advice
  • Portfolio Migration  

The material shown on this website is for general information purposes only. It is not intended to be, nor should it be read as specific personal investment; risk or finance advice. Whilst all care is taken in the preparation of this material no warranty is given with respect to the information provided, and accordingly no responsibility for errors or omissions, including responsibility to any person by reason of negligence is accepted by Stephens Plattfuss & Co Financial Services P/L. Before acting on any of the information contained in this Website you should obtain special advice from a specialist financial adviser, which is appropriate to your specific financial needs, objectives and financial situation.

Claudio Orrico Sub Authorised Representative no. 279160

Stephens Plattfuss and Co Financial Services Pty Ltd
Corporate Authorised Representative no. 433175 of Professional Investment Services Pty Ltd
ABN 11 074 608 558 ABN 234951

Professional Investment Services Contact Information
Phone: 1300 557 598
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Certified Practising Accountants with a
client focus and a strong expertise in tax,
business services and advisory

Here at Stephens Plattfuss & Co. we have a strong focus on transparency and integrity. We believe it is these core values that assist us in supporting our client’s goals in the best possible way

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