		HRM Financial Services 287 Maroondah Highway, Ringwood Vic 3134 T: 9870 7999 F: 9870 5857 E colin.missen@hrm.com.au A.C.N. 098 970 364 A.B.N. 62 098 970 364

Portfolio Management

We place strong emphasis on assisting investors in the ongoing management of their financial affairs to help ensure that they will achieve their goals and enjoy a worry free retirement.

Our services do not stop when you leave our office, we will continue to oversee and review your portfolio on a regular basis to ensure it continues to meet your needs.

Our Portfolio Review Service is specifically designed to keep you up to date by providing regular reports on the current status of your investments, income position and any portfolio changes required. Investors with direct shares do not have to worry about maintaining tax records, as we manage this for you.

HRM Financial Services Pty Ltd is a Corporate Authorised Representative of
SECURITOR Financial Group Ltd
ABN 48 009 189 495
Australian Financial Services Licensee 240687
Level 7, 530 Collins Street Melbourne Vic, 3000