ABOUT US
The history of Managed Portfolios
In 2006, our founder recognised the limitations within existing investment platforms, particularly the layers of fees and restrictive control imposed on advisors by centralised models. Driven by a desire to create a better solution, a journey was embarked on to develop a non-pooled (Individual HIN and non-pooled cash account) managed account solution. The outcome was one of Australia's most empowering solutions for Financial Advisers.
Our Expert Team
A strength of Managed Portfolios lies in the diverse backgrounds and expertise of our team members. We bring together professionals from financial advice, funds management, accounting, and computer programming sectors to deliver the best possible service to Financial Advisers and Portfolio Managers. With over 20 years of experience in operating direct asset, Individually Managed Portfolios, our team has successfully navigated the challenges associated with managing such portfolios and devised user-friendly solutions.
As we continue to grow and evolve, our dedication to enhancing our offerings and delivering the highest level of service remains unwavering. Trust Managed Portfolios to guide you and your clients toward a brighter financial future with our innovative and client-focused approach.
Australian Financial Freedom Pty Ltd trading as Managed Portfolios (AFSL Number: 484998)
Key Team Members
Dedication. Expertise. Passion.
