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      About Uschevron down

      Only A Wealth Of Knowledge Can Help You Create More Wealth

      • Estate planning
      • Individually managed accounts
      • Portfolio administration
      • Retirement planning
      • Stockbroking service
      General Info

      We're dedicated to top-notch client service and insightful market expertise in stockbroking and wealth management.

      Burrell Stockbroking & Wealth Management is a longstanding Queensland company providing full stockbroking, wealth management, superannuation and advisory services to private clients, not-for-profit and other investment organisations. Established in 1937, we are proud to celebrate 79 years in the business as well as reaching the milestone of assisting clients with $1.4 billion of portfolios.

      Comprehensive financial planning: Our approach to securing your financial future is in keeping with the Financial Planning Association of Australia's (FPA) recognised six-step financial planning process: Gather your financial data Identify your goals Identify any financial issues Prepare your financial plan Implement your financial plan

      As an investor in managed funds:Your investment decisions are passed on to a professional manager Your money is pooled with other investors to obtain broader market exposure We diversify your money across a range of different investment sectors We reduce risk by diversifying We are able to access other markets that you are unable to invest in the Australian Stock Exchange

      Our in-house research facility is designed to help clients proceed with peace of mind and confidence. We decipher and disseminate real-time world and company news services, in-depth profile analyses on listed companies, as well as respected independent research.

      Email
      Payment method
      cheque, cash, mastercard, visa
      Established
      1937
      ABN
      82 088 958 481
      ACN
      088 958 481
      Staff
      21-50
      Service Notes
      Open Monday To Friday
      Other Links
      Other Emails

      Categories
      Stockbrokers, Unclassified
      Licenses
      Legal ID: AFSL No. 247431
      Keywords
      International Shares, Investment Management Australia, Listed Investment Companies, Managed Funds & Trusts, Managed Funds Advice, Margin Lending Advice, Money Market Services, Not-For-Profit Investor Services, Off Market Transfers, Retirement Planning Solutions, Shares Investing, Shares Investment & Trading, Six-Step Financial Planning, Stockbroking, Stockbroking & Superannuation, Stockbroking Services, Superannuation, Superannuation Advisory Services, Superannuation And Advisory Services, Options Trading Services, Personal Risk Insurance Advice, Portfolio Management Services, Portfolio Solutions, Premium Portfolio Service, Queensland Market Stems, Retirement Planning, Superannuation Planning, Superannuation Services To Private Clients, Tax Effective Investment Strategies, Wealth Management, Wealth Management Advice, Wealth Management Services, An Investor In Managed Funds, Any Financial Issues, Broader Market Exposure, Burrell Stockbroking, Burrell Stockbroking & Superannuation, Cash Management Accounts, Comprehensive Financial Planning, Corporate Financial Advisory, Estate Administration Services, Estate Planning, Exchange Traded Funds (ETFs), Execution Of Overseas Shares, Financial Planning Advice, Fixed Interest Investment, Fixed Interest Securities, Implement Your Financial Plan, Individually Managed Portfolio, Initial Public Offerings (IPOs)
      FAQschevron down

      What is the all ordinaries share price index?

      An ASX is a measure of the share-price movements of more than 300 Australian companies. The market capitalisation of these companies totals about 95 per cent of the value of shares listed on the exchange. Price-earnings ratio shows the number of times the market price of the company's shares covers the earnings per share.


      What is diversification?

      Diversification means spreading investments over a variety of investment categories in order to reduce risk.


      What is T+3?

      Trade day plus three days: - Within three days of your broker executing your order in the market place you will need to organise payment for the stock you have purchased or provide access to transfer shares you have sold.


      What services do you offer?

      We offer full stockbroking, superannuation, wealth management and advisory services to private clients, Not-for-Profit and other investment organisations.