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RETHINKING

THE WORLD OF PRIVATE WEALTH

ABOUT

MEDALLION FINANCIAL

At Medallion Financial we look to provide a range of private wealth advisory services, with a particular focus on the equity and fixed income markets, both locally and internationally.

Our clients range from individuals, companies, families, trusts, SMSF’s as well as charitable organisations and foundations. Our unique investment approach has been strengthened by strategic partnerships with industry leaders. This enables us to provide clients with investment solutions across a range of investment opportunities.

 
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SERVICES

Areas of Expertise

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Equities

Offers clients access to
domestic and international equities listed on a range of international exchanges. 

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Research

Medallion has access to a

vast range of research material helping our investment committee to collate ideas and form robust investment thesis. 

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Fixed Income

Medallions Bonds Service gives clients access to direct investments in high yield and investment grade bonds and fixed income securities.

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Model Portfolio

The Model portfolio using actual trading data from a real money account to demonstrate the effectiveness of the strategies employed by Medallion Financial. 

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Capital Markets

On occasions we will provide our clients with exclusive access to a range of corporate IPO’s and capital raising opportunities.

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SMSF

Through our independent strategic partner, we can help clients with the set-up, administration, compliance and reporting of their
individual or corporate SMSF.

 

INVESTMENT STRATEGY

The Medallion Financial investment approach

Medallion will look to employ a Top-Down and Bottom-Up investment approach which implores investors to take note of the global economy before delving into the fundamentals of specific businesses.

 

When investing in the stock market we are of the belief that it is imperative to employ a strategy, and a plan of attack to improves one's chances of achieving success.

Analyse Global Macroeconomic Trends

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At Medallion we will analyse the global macroeconomic environment to monitor potential sources of risk, and determine the geographical regions that we believe offer the greatest opportunity for growth. 

Monitor Key

Financial Metrics

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The aim is to identify businesses with sound and consistent financial metrics that highlight a businesses profitability, operating efficiency, and liquidity over
a meaningful period of time.

Identify the
Target Sectors

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By Identifying economic themes and fundamental changes in the business landscape we are able to focus our attention towards the market sectors that offer the brightest outlook.

Portfolio
Management

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Investors need to be highly selective when managing the makeup of
their portfolios to ensure they are appropriately compensated in
proportion to the risk they take on.

 

LATEST INSIGHTS

Stay up to date with the latest in financial news

Michael Wayne from Medallion Financial and David Koch from the AusBiz channel discuss a number of stocks including CSL, FPH, COH, SHL, QBE, LLC, BSL.

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Livewire:
The
9-Point Checklist

The 9-point checklist to screen
for opportunities.

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Switzer:
A Fast Growing Tech Stock

A fast growing ASX tech stock flying under the radar.

 

NEWS & ANALYSIS

Stay up to date with the latest in financial news

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TV & Radio

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Articles

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Reports

 

OUR PARTNERS

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