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Burrell Stockbroking & Wealth Management

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Spring Hill, QLD
Burrell Stockbroking & Wealth Management

https://linktr.ee/burrellstockbroking Established in 1937, Burrell is proud to have achieved more than 80 years in the business.

We are a longstanding Queensland company providing full stockbroking, wealth management, superannuation and advisory services to private clients, Not-for-Profit and other investment organisations. As a boutique firm, we offer personalised client service, superior control over trades, expert advice and true market insight. We remain one of the last privately held broking firms in the country. This

longevity stems from the personal attention, expert advice and wealth of experience we continue to bring our clients. We are a proud privately-owned Queensland business, helping clients with around $1.5B worth of portfolios. And we've grown to over 40 staff with offices in Brisbane, Bundaberg, Ipswich, Southport, Emerald, the Sunshine Coast, and Hobart. From this base, we visit regional centres and work with clients around Australia. Burrell Stockbroking & Wealth Management is an independent company, a participant of the Australian Securities Exchange (ASX), a member of the National Stock Exchange (NSX), and the holder of an Australian Financial Services Licence, No. 247431. Specialties
Shares: Portfolio Investment & Trading, Superannuation & Rollover Funds, Wealth Management & Retirement Planning, Estate Planning, Portfolio Management Services, Managed Funds/Trusts, Fixed Interest Investments, Warrants and Options Dealing, Margin Lending Advice

Disclaimer can be found at www.burrell.com.au

16/07/2026

In this video, Bodo Rose discusses what it means to be a wholesale investor and explores some of the potential advantages and considerations associated with wholesale client status.

Wholesale client status can provide access to a broader investment universe, more sophisticated opportunities and greater flexibility in portfolio construction.

At Burrell, we help clients navigate opportunities with a long-term, considered approach to wealth management: https://www.burrell.com.au/wholesale-investors

12/07/2026

One of the biggest barriers to investing isn't a lack of opportunity - it's the fear of making the wrong decision.

Rather than trying to predict every market movement, a long-term approach often starts with understanding your goals, your timeframe and the level of risk that's appropriate for your circumstances.

A clear process can help provide direction when markets change and uncertainty arises.

Burrell is here to help you get started on your investment journey: https://www.burrell.com.au/

05/07/2026

Meet Jamie Kemp, Associate Director at Burrell.

Jamie leads our Client Services and Settlements teams, bringing more than 20 years of experience, dedication, and leadership to the role. Her journey with Burrell began straight out of high school, and over the past two decades he has become an integral part of our business and culture.

Known for her commitment to great client outcomes and support of her colleagues, Jamie plays a key role in ensuring our operations run smoothly while continuing to deliver exceptional service to our clients.

We're proud to recognise Jamie's contribution and leadership as she continues to help drive the success of our team and our clients.

29/06/2026

When looking at stocks, growth is typically seen as a positive, but over the long term, rapid growth isn’t always a good thing. 📈

Dylan Katzer, Director at Burrell, explains that as demand for a company’s product or service increases, expenses often rise to keep up with demand. The strength of a business model is another important factor to consider: could new competitors enter the market and outperform the company?

These are some of the fundamentals considered when assessing a company’s long-term sustainability and investment potential.

26/06/2026

🎙️ New Episode | The Burrell Brief

The Strait of Hormuz has dominated global headlines in recent weeks, but what does it actually mean for investors?

In Episode 7 of The Burrell Brief, Bill McDonald is joined by Chris Burrell, Managing Director, to discuss why this strategic waterway plays such an important role in global markets and what the recent ceasefire and reopening could mean for the economy.

In this episode, they cover:
• Why the Strait of Hormuz is so important to global trade
• The impact of geopolitical tensions on oil prices and inflation
• How markets have responded to recent events
• Why investors should focus on the long-term during periods of uncertainty
• Key insights for navigating market volatility

🎧 Listen now:
Spotify: https://bit.ly/BurrellBriefEp7
Apple Podcasts: https://apple.co/4g64lj2

25/06/2026

As EOFY approaches, many people focus on tax planning and compliance obligations. But EOFY can also be a valuable opportunity to step back and review the bigger picture.

Over time, changes in tax legislation, investment markets, business circumstances and personal goals can influence whether your current financial structures remain appropriate.

A review doesn't necessarily mean making changes. Sometimes the greatest value comes from confirming that your strategy continues to support your objectives and remains aligned with your circumstances.

https://www.burrell.com.au/

23/06/2026

This year, The Burrell Turtle Awards is marking 20 years of a long-standing tradition.

Managing Director, Chris Burrell, along with other long-tenure staff at Burrell, shares what the Turtle Awards mean to them and what makes the night so special.

We are looking forward to celebrating and recognising those who have been part of the Burrell journey for many years.

19/06/2026

New Podcast Episode | Division 296 Explained

The new Division 296 legislation has passed Parliament, introducing an additional tax on superannuation earnings for individuals with balances above $3 million.

In the latest episode of The Burrell Brief, Bill McDonald is joined by Burrell Director of Wealth Management, Rob Chan, to break down what the legislation means, who may be affected, and the key considerations investors should be thinking about now.

The discussion covers:

✔ How Division 296 works
✔ The new indexed thresholds
✔ SMSF considerations and planning opportunities
✔ The cost-base reset election
✔ Important dates and deadlines

While the changes may impact some investors, superannuation remains one of Australia's most effective long-term wealth creation structures. Understanding your position and planning ahead will be key.

Spotify https://bit.ly/BurrellBriefEp5
Apple https://apple.co/4vVIXBp

18/06/2026

Life rarely stands still, and neither should your financial plan.

From building a career and purchasing a home to growing a family or business, each stage of life brings new opportunities, challenges and priorities.

That's why financial planning isn't a one-time conversation. It should evolve alongside your goals, circumstances and aspirations.

At Burrell, we're here to support you through every stage of the journey.

Planning for today, tomorrow and what comes next: https://www.burrell.com.au/

16/06/2026

How do global events shape market performance? 📈🌏

Robert Chan, Wealth Management Director, explains the connection between geopolitics and stock prices, and why even well-performing companies can underperform due to international developments.

Address

24 Little Edward Street
Spring Hill, QLD
4000

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+61730067200

Website

http://www.burrell.com.au/

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