Needing a way to buy and sell shares? Not interested in dealing online and just want to speak to someone?
We can make the purchase and sale of your shares on both the ASX and NSXA as simple as a phone call.
Our one-page application is easy to complete and we can have you set up to trade within hours.
For more information regarding share trading please refer to the Financial Services Guide.
Self Managed Super Funds
Urquhart Sexton Financial Planning also manages and offers three investment portfolios; Conservative, Balanced and Growth.
Learn MoreSeparately Managed Accounts
Would you like more care taken with your investments and that they were reviewed on a more regular basis, rather than set and forget?
Learn MoreSuperannuation and Pensions
We can help assist you with your Superannuation Requirements with comprehensive advice to suit your lifestyle and goals.
Learn MoreTerm Deposits
With access to over 20 Australian Financial Institutions, all in the one place, we can recommend and securely place your Term Deposits at competitive rates.
Learn MoreWeekly Portfolio Management
Investment Portfolios, within and outside superannuation, can be reviewed on a weekly basis and adapted to changing market conditions, and implemented on your behalf.
Learn MoreShare Trading
We can help you buy and sell shares on both the ASX and NSXA beginning with a phone call and a simple one page application.
Learn MoreContact Us
Griffith
New South Wales 2680
Phone: 02 6962 3635
Email: advice@urquharts.com.au
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