Portfolio Administration and Investment Advisory Service

Tasmanian Perpetual Trustees has developed a service for our private clients which will help to manage the day-to-day requirements of your investment portfolio, with its two individual service levels designed to suit your requirements.

The two tiers of service have their foundation in the provision of administration for investment portfolios or Self Managed Superannuation Funds. Our administration team will handle all the day-to-day paper work required for the effective running of your portfolio. The differentiation between the two tiers of service, is the level of advice provided of your portfolio.

Download Private Client Services Brochure

We’re here to help

With over 130 years experience and local, friendly staff we can help you find the right products to suit you. Talk to us today.

  • Devonport: 53 Best Street
    Hobart: 137 Harrington Street
    Launceston: Cimitiere House, Level 1, 113 Cimitiere Street

    Tasmanian Perpetual Trustees customers can also access investment accounts from more locations in the following MyState Bank branches.

    Burnie: 87 Wilson Street
    Glenorchy: 366 Main Road
    Kingston: Shop 52, Channel Court Shopping Centre
    Kings Meadows: Shop 27, Meadow Mews Plaza
    Rosny: 11 Bayfield Street
    Hobart: 144 Collins Street

  • 1300 487 155

  • info@tptl.com.au

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