Jon Holroyd's Contact Details

Jon Holroyd's Company Details

Broadbent Financial

Melbourne, VIC, AU • 5 - 9 Employees
Financial Services

We are an non-aligned investment advisory business who specialise in asset management for high net worth individuals, families, SMSF's and Trust's. Our investment managers are Jarrod Broadbent (MD) and Jon Holroyd. Between us, we have more than 40 years' experience in financial markets working at organisations such as UBS, Merrill Lynch, JP Morgan and Standard Chartered. Some of what our clients receive:• State of the art trading platforms, comprehensive tax reporting, and website accessibility.• Security of investments – All investments are held in our clients own names.• Research Offering – Diversified across investment banks, brokers, and analysts.• A superior, low-cost reporting system. We do not use wrap accounts due to how expensive they are for clients. • Over 95% of clients funds are in direct investments which result in large fee savings. • Priority access to floats and placements from a panel of more than ten investment banks.• Access to private equity deals and other unlisted investments. • Being located in Bayside, we are able to keep our overheads relatively low and these savings transfer directly back into the pocket of our clients via lower fees. We take the time to tailor our investment advice. We look at each client's situation and firstly determine if they have the appropriate structures in place for optimal asset allocation, tax awareness and cash flow management. Investments are then structured to meet the client's individual income requirements and in line with the clients level of risk. https://www.broadbentfinancial.com.au/