Stockbroking
Since its inception, Up Funds Management has been actively engaged in investment and trading on the Australian Stock Exchange, beginning in 2013. Our private wealth clients enjoy the benefits of our deep-rooted expertise in stockbroking, offering insights into key companies that set us apart from our competitors. Experience the benefits that our comprehensive stockbroking services bring to investors.
Australian Shares
With a history in Australian stockbroking dating back to 2013, Up Funds Management carries forward a legacy of excellence. Our national team of Private Client Advisers continues this tradition, identifying prime share portfolio opportunities for our private wealth clients in the Australian market. As a prominent full-service stockbroker, we commit the necessary resources to assist clients in crafting an investment portfolio that aligns with their financial goals.
International Shares
The Australian stock market represents just 3% of global equities by market capitalization and tends to be disproportionately weighted in certain sectors like commodities and financial services, while less represented in others like technology and healthcare. Investing in international shares through Up Funds Management opens doors to global opportunities not available domestically, allowing for broader portfolio diversification.
"Up Funds Management is renowned for its prudent investment advice and in-depth market analysis, playing a pivotal role in wealth building for numerous investors over generations."
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Connect with an adviser from Up Funds Management today and start shaping your financial future.
'Shaping Generational Financial Fortunes'
10 years +
Proud History & Heritage
270
Advisers
$18bn+ AUM
Assets Under Management
About
investments
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UP Funds Management PTY Limited
525 Collins Street, Melbourne, Victoria 3000
Tel: +61 3 7044 7500
Email: info@upfundsau.com
ABN: 51 164 061 876
AFS License Number: 482848
ACN: 164 061 876
Financial Disclaimer:
Up Funds Management PTY Limited ("Up Funds Management") does not offer Cryptocurrency products and is unable to provide any information on Cryptocurrency products. We strongly recommend consulting with a qualified financial professional or advisor when considering investments in any type of asset or security, including Cryptocurrency products.
Furthermore, if you are contacted by any entity or company claiming to be Up Fund Management, particular Upfunds Pty Ltd, please be aware that this is not associated with or representative of Up Funds Management. We advise caution and encourage you to verify the authenticity of any such communications or offers independently. Up Funds Management is committed to ensuring the security and trust of our clients, and we do not endorse or have any affiliation with entities operating under similar names.
Investment decisions should be made after thorough research and consultation with a financial expert to assess your individual financial goals, risk tolerance, and investment strategy. Up Funds Management is not responsible for any financial decisions made without professional advice and is not liable for any actions taken in response to fraudulent or unauthorized communications from other parties.
Up Funds Management PTY Limited All rights reserved.