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Home Financial Advising & Planning Stocks Portfolio Management Australia

Top Stock Portfolio Management Services in Australia

Ratings Updated: April 1, 2026
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0 Leaders 10 Contenders

10 Companies

Country: Australia
Financial Advising & Planning: Stocks Portfolio Management

List of the Top Australia Stock Portfolio Management Companies

  • Veye Pty Ltd Logotype

    Not yet reviewed

    $25,000+
    $50 - $99 / hr
    10 - 49
    Sydney, Australia

    Services provided

    30% Financial Advising & Planning
    30% Financial Consulting
    20% Funding & Investment +1
    20% Market Research

    Focus Areas

    100% Stocks Portfolio Management

    Veye Pty Ltd is a Financial Advising & Planning company founded in 2017. The team focuses on Financial Advising & Planning and Financial Consulting and is located in Sydney, Australia.

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  • My Wealth Solutions Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Newstead, Australia

    Services provided

    70% Financial Advising & Planning
    15% Fractional CFO Services
    10% Insurance Services & Brokers +1
    5% Financial Consulting

    Focus Areas

    25% Stocks Portfolio Management
    35% Wealth & Asset Management
    25% Retirement Planning +2
    10% Debt Consulting
    5% Mortgage & Loan Brokerage

    My Wealth Solutions is a Financial Advising & Planning company. In Newstead, Australia and Sydney, Australia, their team offers Financial Advising & Planning and Fractional CFO Services.

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  • Macarthur Wealth Management Logotype

    Not yet reviewed

    $1,000+
    $300+ / hr
    2 - 9
    Parramatta, Australia

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    20% Stocks Portfolio Management
    60% Wealth & Asset Management
    20% Retirement Planning

    Financial Advising & Planning company Macarthur Wealth Management was founded in 2019. The company provides Financial Advising & Planning, and is small.

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  • Freshwater Financial Services Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    North Curl Curl, Australia

    Services provided

    40% Financial Advising & Planning
    60% Commercial Financing

    Focus Areas

    15% Stocks Portfolio Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    15% Wealth & Asset Management
    10% Actuarial Services

    Freshwater Financial Services is a Commercial Financing company founded in 2010. The firm focuses on Commercial Financing and Financial Advising & Planning, and is small.

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  • Palladium Financial Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Perth, Australia

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Commercial Financing +2
    20% Finance & Accounting Outsourcing (FAO)
    20% Insurance Services & Brokers

    Focus Areas

    10% Stocks Portfolio Management
    20% Mortgage & Loan Brokerage
    15% Actuarial Services +4
    15% Debt Consulting
    15% Securities Brokerage
    15% Wealth & Asset Management
    10% Retirement Planning

    Palladium Financial Group is a Finance & Accounting Outsourcing (FAO) company. In Perth, Australia, the firm specializes in Finance & Accounting Outsourcing (FAO) and Commercial Financing.

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  • Aero Accounting Group - Tax Accountants Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Canberra, Australia

    Services provided

    15% Financial Advising & Planning
    70% Accounting
    15% Commercial Financing

    Focus Areas

    15% Stocks Portfolio Management
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Wealth & Asset Management
    10% Securities Brokerage

    Accounting company Aero Accounting Group - Tax Accountants is located in Canberra, Australia and Surfers Paradise, Australia. Their services include Accounting and Commercial Financing.

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  • Coleman Advisory Logotype

    Not yet reviewed

    Undisclosed
    $150 - $199 / hr
    10 - 49
    Umina Beach, Australia

    Services provided

    10% Financial Advising & Planning
    50% Accounting
    15% Business Consulting +3
    10% Commercial Financing
    10% Financial Consulting
    5% Business Valuation Services

    Focus Areas

    15% Stocks Portfolio Management
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Wealth & Asset Management
    10% Securities Brokerage

    Coleman Advisory is an Accounting company. The small Umina Beach, Australia-based team specializes in Accounting and Business Consulting. The company was launched in 2003.

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  • Globus Prosourcing Logotype

    Not yet reviewed

    $1,000+
    < $25 / hr
    10 - 49
    Surry Hills, Australia

    Services provided

    10% Financial Advising & Planning
    30% Finance & Accounting Outsourcing (FAO)
    25% Accounting +4
    10% Back Office Outsourcing
    10% Business Valuation Services
    10% Fractional CFO Services
    5% Financial Consulting

    Focus Areas

    10% Stocks Portfolio Management
    20% Wealth & Asset Management
    15% Actuarial Services +4
    15% Debt Consulting
    15% Retirement Planning
    15% Securities Brokerage
    10% Mortgage & Loan Brokerage

    Globus Prosourcing is a small Finance & Accounting Outsourcing (FAO) company established in 2024. Their team focuses on Finance & Accounting Outsourcing (FAO) and Accounting.

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  • Milkshakes & Olives Advice Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    2 - 9
    Baulkham Hills, Australia

    Services provided

    50% Financial Advising & Planning
    50% Insurance Services & Brokers

    Focus Areas

    15% Stocks Portfolio Management
    35% Wealth & Asset Management
    30% Retirement Planning +2
    10% Debt Consulting
    10% Mortgage & Loan Brokerage

    Milkshakes & Olives Advice, a Financial Advising & Planning and Insurance Services & Brokers company, offer Financial Advising & Planning and Insurance Services & Brokers. They were founded in 2024.

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  • DS Accountants And Advisors Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    Freelancer
    Greystanes, Australia

    Services provided

    15% Financial Advising & Planning
    30% Accounting
    15% Finance & Accounting Outsourcing (FAO) +5
    10% Advertising
    10% Banking Law
    10% Customer Service Outsourcing
    5% Finance Law
    5% Tax Law

    Focus Areas

    15% Stocks Portfolio Management
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Securities Brokerage
    15% Wealth & Asset Management
    10% Actuarial Services

    DS Accountants And Advisors is an Accounting company. Located in Greystanes, Australia, the agency was launched in 2010. Their services include Accounting and Finance & Accounting Outsourcing (FAO).

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List of the Top Australia Stock Portfolio Management Companies

  1. Veye Pty Ltd Logotype

    Veye Pty Ltd

    $25,000+
    $50 - $99 / hr
    10 - 49
    Sydney, Australia

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    100% Stocks Portfolio Management
    70% Other
    View Profile Visit Website
  2. My Wealth Solutions Logotype

    My Wealth Solutions

    Undisclosed
    Undisclosed
    10 - 49
    Newstead, Australia

    Ability to deliver

    5.5/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    70% Financial Advising & Planning
    25% Stocks Portfolio Management
    30% Other
    View Profile Visit Website
  3. Macarthur Wealth Management Logotype

    Macarthur Wealth Management

    $1,000+
    $300+ / hr
    2 - 9
    Parramatta, Australia

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    20% Stocks Portfolio Management
    View Profile Visit Website
  4. Freshwater Financial Services Logotype

    Freshwater Financial Services

    Undisclosed
    Undisclosed
    10 - 49
    North Curl Curl, Australia

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    15% Stocks Portfolio Management
    60% Other
    View Profile Visit Website
  5. Palladium Financial Group Logotype

    Palladium Financial Group

    Undisclosed
    Undisclosed
    10 - 49
    Perth, Australia

    Ability to deliver

    6.1/40.0
    0/20 Reviews
    0.6/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    10% Stocks Portfolio Management
    80% Other
    View Profile Visit Website
  6. Aero Accounting Group - Tax Accountants Logotype

    Aero Accounting Group - Tax Accountants

    Undisclosed
    Undisclosed
    10 - 49
    Canberra, Australia

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    15% Financial Advising & Planning
    15% Stocks Portfolio Management
    85% Other
    View Profile Visit Website
  7. Coleman Advisory Logotype

    Coleman Advisory

    Undisclosed
    $150 - $199 / hr
    10 - 49
    Umina Beach, Australia

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    15% Stocks Portfolio Management
    90% Other
    View Profile Visit Website
  8. Globus Prosourcing Logotype

    Globus Prosourcing

    $1,000+
    < $25 / hr
    10 - 49
    Surry Hills, Australia

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    10% Stocks Portfolio Management
    90% Other
    View Profile Visit Website
  9. Milkshakes & Olives Advice Logotype

    Milkshakes & Olives Advice

    $1,000+
    Undisclosed
    2 - 9
    Baulkham Hills, Australia

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    15% Stocks Portfolio Management
    50% Other
    View Profile Visit Website
  10. DS Accountants And Advisors Logotype

    DS Accountants And Advisors

    Undisclosed
    Undisclosed
    Freelancer
    Greystanes, Australia

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    15% Financial Advising & Planning
    15% Stocks Portfolio Management
    85% Other
    View Profile Visit Website

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