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  • RETHINKING THE WORLD OF PRIVATE WEALTH
  • A UNIQUE AND RIGOROUS INVESTMENT APPROACH
  • STRIVING FOR CONSISTENT LONG-TERM PERFORMANCE
  • STRONGLY RESOURCED AND EXPERIENCED TEAM
EXPLORE HOW

At Medallion Financial we look to provide a range of private wealth advisory services, with a particular focus on the equity markets.

Our clients range from individuals, companies, families, trusts, SMSF’s as well as charitable organisations and foundations.

OUR TEAM

We have a strongly resourced and experienced team with a genuine investment management capability. The focus will be on the global macroeconomic environment and the impact that may have on investments in the domestic equity market.

The team of advisers consists of individuals with extensive experience managing client relationships and investment portfolios. The team has worked together in unison for several years to establish a strong reputation within the industry, and become a trusted partner to all in its client base.

Our Partners

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We are here to assist. Contact us by phone, email or via our social media channels.

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