About PBD Wealth Management
The company is a privately owned wealth management business founded by Tony Robertson.
We specialise in managing ASX Listed Investments, both specific ASX listed companies and Listed Managed Investments, in the context of the client's overall investment portfolio, and strategies to achieve longer term financial objectives. We offer strategy advice in consultation with other professional service providers as suited to client circumstances.
PBD's approach to wealth management follows its analysis and response to the Global Financial Crisis (GFC) including:
- We advise and deal in ASX listed investments only – we do not deal in ‘unlisted investments’ although we offer general advice in the context of our role in managing ASX listed investments.
- We advise on Exchange Traded Funds (ETFs) and small cap stocks supported by specialist research.
- We keep abreast of and have access to Initial Public Offering (IPOs) via associated stock broking firms.
- We offer Individually Managed Accounts where investments selected are tailored to the circumstances of each client.
- We offer access to low cost margin lending via our on-line broking service provider. This is an innovative auto-liquidation approach without margin calls.
- We provide strategy advice in consultation with other professional advisers.
- We offer Asset Consulting advice.
We have sourced quality low cost service providers to deliver our ASX Listed ‘Individually Managed Account’ (IMA) service.
The business has evolved from being a Public Accounting business with financial planning offered in-house – the one-stop shop approach. PBD then adjusted to offer financial planning and investment services only, with tax and accounting service providers determined by the client. The most recent set of changes follows our response to the GFC as noted above, and has resulted in a shift to being a specialist manager of ASX listed investments for clients on an Individually Managed Account basis. We are in tune with how both accountants and financial planners work with their clients. We also understand how stockbroking firms and wealth management units of banks operate.
The company was established in 1996 by Tony Robertson. Our primary market focus is Sydney but we are able to efficiently service clients in other states and regional New South Wales.
More information about PBD's approach is set out in the Financial Services Guide.
Call 1300 799 633 for a free initial phone consultation.