Financial Advisers
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Investment Specialists for Financial Advisers

Platinum's Investment Specialists service the adviser community by sharing insights on the performance, portfolios and investment approach.

Platinum’s Investment Specialists are highly experienced professionals that sit within the broader investment team in Sydney. This access allows the investment specialists to provide advisers and their clients with great insight into our investment approach and outlook.

Our Investment Specialists

ADVICE FOR PROFESSIONALS

Our Investment Specialists

Platinum's team of Investment Specialists are available to discuss your key areas of interest regarding our Funds and our investment outlook. Click on the  ‘Book an Appointment’ button to view the team's availability and book a meeting.

EDUCATION

CPD for Advisers

Platinum hosts regular webinars for advisers, to provide up-to-date insights on our funds and the broader market. You can view previous webinar recordings and access CPD On Demand here.

View all CPD Content
View all CPD Content
Investment Updates

KNOWLEDGE AND PERFORMANCE

Investment Updates

View the latest Monthly Updates and Quarterly Investment Manager’s Reports for Platinum products here. The Monthly Updates include the latest information on the performance and portfolio composition of our products, while the Quarterly Investment Manager’s Reports, written by the portfolio managers, contain in-depth market commentary, stock insights and highlights on portfolio changes.

FORMS

Looking for a form for a client?


STAY IN THE KNOW

Important Dates

Platinum hosts a number of in-person and virtual events targeted towards advisers. You can view our schedule of events for 2024 here.

September 2024

03 Sep 2024

Brisbane Adviser Roadshow Presentation

10 Sep 2024

Perth Adviser Roadshow Presentation

12 Sep 2024

Adelaide Adviser Roadshow Presentation

17 Sep 2024

Melbourne Adviser Roadshow Presentation

19 Sep 2024

Sydney Adviser Roadshow Presentation

Explore Other Funds

ADVISER CONTACT

Get In Touch

If you are an adviser and have a general enquiry, please contact Dean McLelland, Retail Investment Specialist, via email.

Alternatively, you can contact Platinum:

Email
[email protected]

Telephone
1300 726 700 (toll-free Australia)
0800 700 726 (toll-free New Zealand)
+61 2 9255 7500 (if calling from overseas)

Facsimile
+61 2 9254 5590

Business hours
Monday - Friday, 8:30am - 6:00pm (AEST)

*Fund returns are annualised, are calculated using the fund's net asset value per unit (which does not include the buy/sell spread), and represent the fund's combined income and capital returns over the period from its inception date (as specified) to 31 January 2024. Returns are net of accrued fees and costs, are pre-tax, and assume the reinvestment of distributions. The investment returns shown are historical and no warranty can be given for future performance. Historical performance is not a reliable indicator of future performance. Source: Platinum Investment Management Limited.

From 'The Journal'

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