About
Managed Portfolio Services
Empowering Australian investors with professional financial services and innovative trading solutions for over 20 years
Your Trusted
Financial Partner
Managed Portfolio Services Limited (AFSL 00233761) is a leading Australian financial services company dedicated to providing comprehensive investment solutions and professional trading services to both retail and wholesale clients.
With over 20 years of experience in the Australian financial markets, we combine deep market knowledge with cutting-edge technology to deliver exceptional results for our clients. Our team of qualified professionals is committed to helping you achieve your financial goals through personalized strategies and expert guidance.
Our Core
Values
These fundamental principles guide everything we do and shape our commitment to excellence in financial services
We operate with the highest ethical standards, ensuring transparency and honesty in all our interactions with clients and stakeholders.
We strive for excellence in everything we do, continuously improving our services and exceeding client expectations through innovation and dedication.
Our clients are at the heart of everything we do. We listen, understand, and tailor our services to meet their unique financial needs and objectives.
We embrace technology and innovation to provide cutting-edge solutions that give our clients a competitive advantage in the financial markets.
We maintain a global outlook while understanding local markets, providing our clients with international opportunities and insights.
Our team of qualified professionals brings expertise, experience, and dedication to every client relationship and investment decision.
Mission &
Vision
Our Mission
To empower Australian investors with professional financial services, innovative trading solutions, and expert guidance that helps them achieve their financial goals and build long-term wealth.
Our Vision
To be Australia's most trusted and innovative financial services provider, recognized for our commitment to client success, technological excellence, and ethical business practices.
Regulatory
Compliance
We operate under strict regulatory oversight to ensure the highest standards of client protection
Managed Portfolio Services Limited holds Australian Financial Services License (AFSL) No. 00233761, authorizing us to provide financial services to retail and wholesale clients.
We maintain comprehensive professional indemnity insurance and operate segregated client accounts to protect your investments and ensure regulatory compliance.