WELCOME TO ASR WEALTH ADVISERS

ASR Wealth Advisers is an Australian provider of investment advice and dealing services to corporate, sophisticated, professional and private clients. ASR Wealth Advisers provides timely guidance for investments across the corporate, wholesale and retail financial markets. Our approach allows our clients the freedom to participate in a wide range of financial products.
Integrity

ASR Wealth Advisers adopts integrity into its every day actions. The company’s ethical moral character is based on a sense of honesty and truthfulness in regard to the motivations for one’s actions

Profitability

We strive to constantly be a cut above the rest through our service; we strive to offer growth and profitability for all our clients. Our success depends on our client’s success thus profitability is essential to our reputation as a successful firm.

Client Commitment

Our clients are highly valued at ASR Wealth Advisers, as a boutique firm we have the personal services that individualises each and every client’s financial goals and risk appetite.

Simplicity

By offering a full advisor and execution service ASR Wealth Advisers takes the complexity out of investing. A simple phone call or email will gain you access to our full resource base.

Responsiveness

Our team of analysts are constantly monitoring the market responding to movements for timely profitable entry and exit points.

Technology

Our professional support team is always next to you to answer all questions via chat, email or phone.

Funds Management

Equity Trustees Limited (ABN 46 004 031 298) is the responsible entity of the Atlantic Pacific Australian Equity Fund (ARSN 158 861 155) (“the Fund”) and the holder of AFS licence number 240975. The Fund offers an opportunity for investors to participate in a managed investment scheme which holds a core portfolio of equity investments managed by an experienced investment team, APSEC Funds Management Pty Ltd. The Atlantic Pacific Australian Equity Fund received a 3-star Morningstar rating.

In The Media

See below recent news articles where we are quoted in the most reputable print media in Australia and Internationally.
4 Nov. 2019

An Interview with Peter Dick – Head of Institutional at Ascot Securities

Peter is the Head of Institutional at Ascot Securities and has over 38 years of experience in Australian equity markets. He has held senior roles with other ASX participants including Hambros, El & C Baillieu, Ord Minnett and Instinet. Peter is also a Mas[...]

4 Nov. 2019

Thinking about a new career? Give day dreaming a go instead.

Previous generations would be aghast at the number of roles the average modern professional is likely to hold over a lifetime. It used to be the case that people would spend most of their lives doing the same type of work, often in the same company.

Th[...]