Menu
Menu
Since 1983 clients have been relying on our experience and foresight in strategic wealth management.
By identifying their short, medium and long-term needs, our strategies are tailor-made to help build on investments and maintain financial security. By augmenting our in-house expertise with our network of proven professionals, we have the talent pool to ensure our solutions are effective, responsive and sustained. Clients rely on our guidance with opportunities in both domestic and international markets. Be it banking, equities, property or fixed income investments, they look to Newell Palmer for help in keeping them on track, compliant and informed. But perhaps the advantage our clients cite most is that of ‘having a trusted adviser’. We ensure that there is time to sit with you—to explain, to guide and to recommend.
We partner with you each step of the way. This is your strategy, your plan, your wealth.
The success of our practice is dependent on our ability to determine what a client needs and formulate a strategy to achieve it, maintain it and build upon it.
99% of our clients are referred to us by an existing client or trusted professional.
We established Newell Palmer in 1983 and secured our authorised financial services licence in 1991.
Unencumbered by restrictions experienced by larger financial institutions, we are free to seek innovative and long term opportunities.
Are interested in you, passionate and innovative in the services that we provide.
Identifying your needs and developing a strategy to achieve the outcomes you want lies at the heart of our process.
Are you interested in joining the Newell Palmer team?
We are always interested in talking to outstanding candidates. Whether it’s as a financial adviser or providing outstanding client service, Newell Palmer has dynamic and challenging roles for all skill sets. Register your interest by sending us your Resume and a Cover Letter outlining your career goals. Your details will be considered for roles that are currently available as well as for future opportunities that may arise. For further information please Contact Us. We respect your privacy and your information will be treated confidentially.
Newell Palmer – Personalised Wealth Advice, Innovative and Strategic
Australian Financial Services Licence No. 229264