About Hartleys
Hartleys has been a leading financial services company in Western Australia since 1955. In October 2003, the staff completed a management buy-out of the Western Australian broking and corporate finance operations of Hartleys from the listed company, JDV Limited. This restructure has returned Hartleys to management and employee ownership and continues the tradition of the firm as being the pre-eminent Western Australian broking firm. Its long serving and committed employees have retained the strong ‘Hartleys’ culture in Western Australia. As owners of Hartleys, our Investment Advisers have a vested interest in your satisfaction.
Hartleys is a full service advisory business focusing on providing quality financial advice and investment strategies to retail, wholesale and corporate clients. Our areas of expertise include stockbroking, wealth management and corporate finance services.
Hartleys is licensed to provide advice and deal in relation to the following products:
- Deposit Products;
- Derivatives;
- Securities (such as shares);
- Managed investments;
- Managed investment warrants;
- Retirement savings accounts;
- Superannuation;
- Life products;
- Debentures and fixed interest; and
- Managed discretionary accounts
Hartleys has a national and international client base and large distribution network.
While our specialist focus is on Australian emerging resource and industrial companies with a market capitalisation of between $5m and $500m, our core business has always been advising and servicing Western Australian retail clients and Western Australian resources and industrial companies.
Hartleys has strong links with the Western Australian investment and corporate community and we have played a key role in the syndicates for all major West Australian privatisations including West Australian Newspapers, SGIO, BankWest and AlintaGas. As a result Hartleys has developed a loyal and long-standing client base.
Hartleys Investment Advisers focus on providing quality investment advice to retail and institutional clients. All our Investment Advisers are Perth based and the average length of service of Hartleys brokers is over 8 years.
Hartleys has in excess of 11,300 retail and wholesale clients with approximately $950 million under management and a further 1.7 billion under sponsorship.
The Wealth Management division is supported by both the Research and Corporate Finance divisions, which provide in depth technical analysis, equities research and origination and execution of equity issues.
Hartleys has a dedicated institutional team, which specialises in small and mid size resources and industrial companies.
Our goal is wealth creation through sound financial advice and appropriate investment strategies to our retail, wholesale and corporate clients.
