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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

27/08/2026

🎙️ New Episode | The Burrell Brief

Aged care is a conversation many families avoid until a sudden health event makes it urgent.

In the latest episode of The Burrell Brief, host Bill McDonald speaks with Alicia Kendall, Director of Wealth Management at Burrell, about the financial side of aged care and what the new rules may mean for individuals and their families.

From support at home and residential care costs to accommodation payment options and the family home, this episode breaks down the key considerations families should understand before care becomes an urgent priority.

Listen to “Aged Care, Decoded: What the New Rules Mean for Your Family”.

🎧 Listen now:
Apple - https://bit.ly/4wGcnUd
Spotify - https://bit.ly/BurrellBriefEp8

General information only. Aged care rules, fees and thresholds are subject to change. Please seek advice appropriate to your circumstances.

26/08/2026

Over the years, Burrell has achieved a lot. With our rich history and decades of experience, we've built a reputation that speaks for itself but although we've been around a long time, our service and technology have moved with the times. Now supporting the next generation of investors, we see ourselves as a safe set of hands, one who can build your wealth with you.

It all started back in 1937, when our founder Harold Nettheim bought a seat on the Brisbane Stock Exchange for £300 - a honeymoon gift from his wife Marguerite. In 1957 we welcomed Tom Burrell as our accountant; he went on to become a partner and lead our firm for almost 50 years before passing the reins to his son Christopher, our current managing director.

Nearly 90 years on, we've grown into five offices across Queensland, 40+ staff, and $1.5B in client portfolios under our care. Same family, same values — we're backed by the experience of our past and ready for your future.

19/08/2026

What Burrell is watching: Quality Businesses

What separates a good business from a great investment?

At Burrell, we're always looking beyond the headlines.

This week, we're focused on three characteristics that often define quality businesses:

✔️ Consistent earnings growth

✔️ Strong cash flow

✔️ Pricing power

While no business is immune to changing market conditions, companies with these characteristics are often better positioned to navigate different economic environments.

If you could only choose one quality when assessing a business, what would it be?

18/08/2026

At Burrell, our clients come first.

We believe better investment decisions come from the strength of a team.

When you become a Burrell client, your portfolio is supported by more than one person. Your Wealth Manager works alongside our Client Services team, investment professionals and senior leadership to review opportunities, monitor market developments and provide ongoing support.

This collaborative approach means your financial strategy benefits from multiple perspectives, shared expertise and a commitment to delivering the highest level of service.

Because at Burrell, you're backed by a team that puts your interests first.

13/08/2026

What Burrell is watching: Valuation

Would you rather buy an incredible business at the wrong price... or a good business at the right price?

It's a question investors face every day.

This week we're watching:

💰 Companies where valuations may have become stretched.

📉 Businesses that could be overlooked by the market.

⚖️ The difference between price and value.

One of the biggest lessons in investing is that a great business doesn't automatically make a great investment.

Price matters.

What's more important to you—buying quality, or buying value?

11/08/2026

Are you making the most of your concessional super contributions?

Tax planning isn't just something to think about at the end of the financial year. Taking a proactive approach throughout the year can help you stay on track and avoid a last-minute rush.

Concessional contributions, such as employer Super Guarantee payments and salary sacrifice contributions, may be a tax-effective way to grow your super while potentially reducing your taxable income. The key is understanding your contribution limits and planning ahead.

By reviewing your super contributions regularly, you can make informed decisions and ensure your strategy remains aligned with your broader financial goals.

If you're unsure whether you're making the most of your concessional contribution opportunities, speaking with a financial adviser can help you understand the options available to you.

This information is general in nature and does not constitute personal financial advice. You should consider your own objectives, financial situation and needs before making any financial decisions.

DISCLAIMER: The information in this video is of a general nature. It does not take your specific needs or circumstances into consideration, so you should look at your own financial position, objectives and requirements and seek financial advice before making any financial decisions. Burrell Stockbroking Pty Ltd (ABN 82 088 958 481; AFSL 247431), a Participant of the ASX Group and the NSX.

04/08/2026

What Burrell is watching: Earnings vs Expectations

A company can report record profits... and still see its share price fall.

It sounds counterintuitive, but markets don't simply react to results - they react to expectations.

This week, our investment team is watching:

📈 Earnings quality – Are profits sustainable, or were they boosted by one-off events?

📊 Management guidance – What are company leaders saying about the road ahead?

💭 Market expectations – Were investors expecting even better results?

It's a reminder that investing isn't just about what happened - it's about what the market expected to happen.

Have you ever been surprised by a company's share price reaction after reporting?

03/08/2026

Thinking about setting up a Self-Managed Super Fund?

In this interview, Adam Dight discusses:
• Who an SMSF may be suitable for
• Common misconceptions
• The responsibilities that come with managing your own super
• When professional guidance becomes valuable

Understanding your options is the first step towards making informed financial decisions.

DISCLAIMER: The information in this video is of a general nature. It does not take your specific needs or circumstances into consideration, so you should look at your own financial position, objectives and requirements and seek financial advice before making any financial decisions. Burrell Stockbroking Pty Ltd (ABN 82 088 958 481; AFSL 247431), a Participant of the ASX Group and the NSX.

27/07/2026

The start of a new financial year is a good opportunity to review your financial position.

Questions worth asking:
Is your portfolio still aligned with your goals?
Are you appropriately diversified?
Have your circumstances changed?
Is your investment strategy still appropriate?

Small reviews today can make a meaningful difference over time.

26/07/2026

A great business is built by great people.

The Burrell team came together for our annual Turtles Awards Night, an opportunity to celebrate the people who make a difference to our business.

The evening recognised the dedication, teamwork and commitment that help us deliver the highest level of service to our clients. It was also a chance to reflect on the achievements of the past year and celebrate the individuals who have gone above and beyond.

Congratulations to all of this year's award recipients:

🏆 Rookie of the year – Izzy Dillon

🏆 Best and Fairest – Rose Wakefield

🏆 Leadership in Action – Saskia Jo

🏆 Best Dressed – Eva Schonemann

🏆 Best Dressed – Lexy Hamilton-Smith

Thank you to everyone who attended and helped make it a fantastic evening. Events like these remind us that while markets and industries evolve, it's the strength of our people and culture that continues to drive Burrell forward.

Congratulations once again to all of our winners, we're proud to have such a talented team.

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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