Portfolio Administration

We also offer clients automated portfolio administration and reporting services through various wealth management platforms. By mitigating the burden of administration of your investment portfolio, you and your adviser can focus on the more important matters.

Our business model is structured to provide the highest level of security for clients. This includes segregation of client accounts and utilising industry leading strategic partners for certain functions such as securities dealing and settlements, cash management and custody assets.


Medallion Financial Group Pty. Ltd. ABN 93 620 680 999


The Medallion website contains general securities advice only and
does not take into account any person's particular objectives, financial situation or needs. Before acting on any advice you should consider whether it is appropriate for you. Medallion Financial Group Pty Ltd is
a Corporate Authorised Representative (No. 1257237) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927) which is regulated by the Australian Securities and Investment Commission.

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Level 1, 16 O’Connell Street, Sydney NSW, 2000

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