Dolphin Partners, established in 2010 and holding an Australian Financial Securities Licence (AFSL) number 364512, is a reputable financial services firm offering personalised advice to help clients achieve their financial goals. With experienced Advisers specialising in high net worth clients, the company provides a comprehensive portfolio administration service and access to a wide range of corporate services including IPOs and placements.
The team at Dolphin Partners boasts extensive stock market experience and is authorized to provide financial product advice and deal in financial products. Clients benefit from access to global and Australian independent research, investment opportunities, and the ability to trade securities on major stock exchanges such as the Australian Stock Exchange (ASX) and NASDAQ. The company’s philosophy revolves around identifying unique investment opportunities and delivering tailored strategies to meet clients’ needs.
With a focus on market expertise, wealth creation strategies, and portfolio management, Dolphin Partners is committed to providing top-notch financial advice and services. The team includes professionals with backgrounds in stockbroking, institutional dealing, and corporate advisory work, ensuring a diverse range of skills to cater to various client needs. Whether it’s identifying market opportunities, managing risk, or exploring IPO opportunities, Dolphin Partners aims to guide clients towards financial success.