Our Private Client division encompasses Stockbroking, Portfolio Management and Financial Planning.

Euroz Hartleys Securities Limited can provide specialised investment advice across a broad range of asset classes and sectors. Whether it be in WA small to mid-caps companies through to multi asset class portfolios, we have the in house capability.

We complement this investment universe by leveraging off the group’s specialist technical and strategic financial planning capabilities. This includes delivering advice over superannuation (including SMSF), wealth protection and estate planning.

What We Do