Share portfolio management

History shows that, while volatile in the short to medium term, over the long term shares can be a great way to preserve and create wealth. But you need to know what you are doing so that you can manage the volatility. What’s more the share market can also be complex, and simply managing your share portfolio can be a time-consuming and expensive process.

Our services include comprehensive share portfolio management services. We help you with all aspects of your share portfolio – from assistance in finding the right investments in the first place, to keeping the balance of your portfolio in line with your appetite for risk, to managing things like franking credits and your participation in share buy-backs and the like. We use economies of scale to add value to your portfolio and our service means you are never ‘on your own’ when it comes to share investing. We keep a constant eye on the share market so that you do not have to.

Professional share portfolio management can make all the difference to the success of your investment. So, talk to us today about how we can help you get the most out of your share investments.

Andrew Potts

Director and Financial Planner

Andrew studied at Victoria University obtaining a Bachelor of Business (Banking & Finance/International Trade). He also studied at Investment Banking Institute obtaining a Diploma of Financial Planning (1-5).

Andrew has been a financial adviser since 2014 when he began as an Authorised Representative of National Sterling Group. He has been the director of Potts Financial Services Pty Ltd since December 2014.

Andrew is an Authorised Representative of Dover Financial Advisers Pty Ltd. He specialises in Superannuation, Risk Insurance and Debt Management. He is authorised to provide all the products listed under the services tab. He is based in Melbourne and available for appointments over the phone or in person.

Andrew Potts is an authorised representative (468035) of Dover Financial Advisers Pty Ltd (AFSL 307248).

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