Altare Advisory is a personal stockbroking firm for wholesale investors. Your own broker on the phone, your shares in your own name, and brokerage as our only fee.
Markets went faceless. We kept the part that matters: a small team who know your name, your holdings and your appetite — and who answer when you call.
Phone, text or email — to place a trade, talk strategy, or just check in. Execution here is a conversation, never a checkout flow.
Sensibility-check an idea before you commit. Get a view on portfolio composition, rebalancing or cash. Or just tell us what to do — we're comfortable either way.
Every client's portfolio runs on Sharesight — set up and maintained by us, with read-only access for you. Performance, income and CGT positions, always current, never your problem to administer.
Our clients don't fit one mould, so the relationship is shaped around how each of them prefers to invest.
You'd rather allocate capital to people you trust and get on with life. Our adviser model strategy runs a target portfolio — ETFs through to selective small-caps and cash — reviewed regularly, with your allocation matched to it. You get plain-English updates and a manager who's accountable to you.
You know the market and you back your own judgement. We're your execution desk and your sounding board — on the line when you want to move, honest when you ask what we think, and good for the chat in between.
No apps, no logins, no fuss. You call, we buy or sell, it's done. Stockbroking the way it has always worked best.
A deliberately narrow remit is what lets us do the rest properly. So, plainly:
However you engage us — the managed strategy, active trading, or the occasional phone order — we're paid one way: brokerage on executed trades. No fixed fees on your portfolio value, no platform charges, no product commissions.
Rates are tailored to your activity, position size, the advice involved and the risk of the position — large trades in low-risk holdings price low; small speculative positions price higher, reflecting the work and the risk involved.
We'll agree your rates with you before we ever trade.
We work exclusively with wholesale clients on Australian listed equities, from Perth. Deep local market knowledge, undiluted attention, and a deliberately narrow remit, executed well.
Jason has over 20 years' experience in financial markets across advisory, research and management roles. Harnessing a lifelong interest in markets and quantitative trading, he designs and manages systematic trading strategies and provides corporate advisory services. Jason holds a Masters of Applied Finance from Macquarie University.
Ryan has over 10 years' experience in portfolio management, stockbroking and equity research. With a background in audit and accounting, Ryan oversees portfolio management, research and the firm's daily operations. He holds a Bachelor of Commerce (Accounting/Finance) from Curtin University.
A short conversation tells us more than any form. Pick a time that suits you and a broker will call you back.
Speak With a Broker or email info@altareadvisory.com.au