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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.

  Download Application Form

Self Managed Super Funds

Urquhart Sexton Financial Planning also manages and offers three investment portfolios; Conservative, Balanced and Growth.

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Separately 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?

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Superannuation and Pensions

We can help assist you with your Superannuation Requirements with comprehensive advice to suit your lifestyle and goals.

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Term 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.

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Weekly 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.

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Share 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.

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