Today, Newell Palmer Securities is recognised in the industry for our ability to provide sophisticated investment and planning strategies for individuals and small business.

Since our establishment in 1983 as a provider of insurance, savings and superannuation services, the Newell Palmer Securities practice has remained 100% owned by its financial advisers.

By 1986 we became licensed to provide investment advice, and in 1990 replaced a commission based remuneration structure with a “fee for service” culture and moved towards strategy based financial planning.

In 1991 we obtained our Securities Dealers License, and later became a Registered Life Insurance Broker, hence developing into a boutique group offering personally tailored financial planning solutions. We also expanded our advisory role to service small business. In 2003 we transitioned to an Australian Financial Services License.

Historically clients have been introduced from business and professional associates, as well as our existing clients. We deliver our services in conjunction with a network of legal, tax and accounting associates who lend their complementary skills to develop practical and profitable solutions to client’s investment, risk management and financial planning needs.

Importantly, we have learnt to listen to clients needs in these rapidly changing times and provide a high level of personal service.

We are a Principal Member of Financial Planning Association of Australia and a member of the Financial Ombudsman Service.

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