ABOUT US
The history of Managed Portfolios
At Managed Portfolios, we believe investors should always know what they own, where it sits, and how it’s managed. Over 20 years ago, our founder recognised that existing platforms often lacked transparency, imposed high fees, and limited adviser control. We set out to create a solution that protects investors while empowering advisers.
Our non-pooled managed account structure (Individual HIN and non-pooled cash account) gives investors full visibility and control of their assets, while advisers benefit from a practical, easy-to-use system.
Our team brings together experts in financial advice, funds management, accounting, and software development, with over 20 years’ experience operating direct assets and Individually Managed Portfolios.
We are committed to safeguarding client assets, enhancing transparency, and delivering innovative, client-focused solutions that allow advisers and investors to achieve their financial goals with confidence.
Australian Financial Freedom Pty Ltd trading as Managed Portfolios (AFSL Number: 484998)
Key Team Members
Dedication. Expertise. Passion.
