Open a Portfolio Manager account?
Before setting up a Portfolio Manager account it is critical that we speak with you to assess your investment needs and goals and to establish which service level is most appropriate for your circumstances. Please contact us to set up a meeting with one of our Client Relationship Managers or to find out more information about our services.
Once we have met with you and have assessed your requirements we will discuss with you what service level will best suit your needs. All requirements for the establishment of your Portfolio Management account will be provided by your Client Relationship Manager who will also assist you in their completion.
Contact us
For more information or to make an appointment to speak in confidence about how Equity Trustees can help you to achieve your financial goals, please contact:
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Mark Godfrey
Head of Wealth Management
Telephone: 03 8623 5221
Mobile: 0438 502 540
Email: mgodfrey@eqt.com.au |
Ian Westley
Business Development Manager
Telephone: 03 8623 5237
Mobile: 0439 388 634
Email: iwestley@eqt.com.au |
For all general enquiries, please telephone 1300 555 511 (within Australia), 03 8623 5000 or click here for further contact details.