Stocks

SERVICES

Areas of Expertise

Equities

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

Research

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

Fixed Income

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

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. 

Capital Markets

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

SMSF

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

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SERVICES EXPLAINED

How Medallion Financial Helps Clients

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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