ComprehensiveFinancial Solutionsfor Australians
Tailored investment strategies, portfolio management, and financial advice for retail and wholesale clients, backed by AFSL regulation.
About Us
Managed Portfolio Services Limited is a trusted Australian financial services provider offering comprehensive investment solutions and financial advice.
With over 20 years of experience, we provide trusted advice and services to help our clients achieve their financial goals through innovative investment strategies.
Comprehensive Financial Services
Tailored solutions for both retail and wholesale clients in Australia, backed by our AFSL and 20+ years of expertise.
Comprehensive wealth management strategies to grow and protect your assets for the long term with personalized investment approaches.
Access to a diverse range of investment products including equities, options, derivatives, and fixed income securities.
Personalized financial planning aligned with your goals, risk tolerance, and life stage for optimal outcomes.
Flexible margin lending solutions to enhance your investment portfolio and maximize potential returns.
Comprehensive superannuation strategies and products designed to secure your financial future and retirement.
Strategic advice for businesses on capital raising, mergers, acquisitions, and financial structuring solutions.
Specialized Knowledge
Comprehensive expertise across multiple financial domains to serve diverse client needs.
Retail Clients
- Personalized investment strategies for individuals and families
- Retirement planning and superannuation optimization
- Wealth preservation and growth strategies
- Tax-efficient investment structures
Wholesale Clients
- Sophisticated investment solutions for high-net-worth individuals
- Family office services and intergenerational wealth transfer
- Corporate financial advisory and capital raising
- Risk management and hedging strategies
Our Compliance Standards
We maintain the highest standards of regulatory compliance to protect our clients and ensure transparent, ethical financial services.
ASIC Regulated
AFSL #00233761
Fully regulated by the Australian Securities and Investments Commission, ensuring we meet strict financial service standards and maintain the highest level of professional conduct.
AFCA Member
Member #10872
Member of the Australian Financial Complaints Authority, providing an independent dispute resolution service and ensuring fair treatment for all clients.
Professional Indemnity
Insurance Coverage
Client Protection
Segregated Accounts
Qualified Advisors
Licensed Professionals
20+ Years
Proven Track Record
Get in Touch
Connect with our team of financial experts at our premium Docklands office. We're here to help you achieve your financial goals.
Level 1, 800 Bourke Street
Docklands, Victoria 3008
Australia
+61 39 088 0344
Business Hours: Mon-Fri 9AM-5PM
We respond within 24 hours
Ready to Secure
Your Financial Future?
Join Managed Portfolio Services Limited today and experience professional financial guidance tailored to your unique needs and goals.