Brand profile · Financial Services

Joseph Palmer & Sons

Joseph Palmer & Sons is a Financial Services brand in Sydney, New South Wales. Ownership is privately held; it publishes at jpalmer.com.au. It holds two addresses on record, all in Australia. The record counts 21 people. Tagged financial advice and financial modeling. It is listed alongside eight similar brands, mostly in Financial Services.

Profile live Privately Held Founded 1872 1 office country

Key facts

Counted staff
21
self-reported 11–50 band
Founded
1872
154 years
Legal entities
None matched
Office countries
1
2 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

INVESTMENT MANAGERS · STOCKBROKERS · FINANCIAL ADVISERS

One of our main differences is that we have been investing for clients for over 150 years. The family that started the business in 1872 is still very ‘hands on’. Our core range of services include Investment Management, Investment Administration, Aged Care Advice and Stockbroking.

Our unique approach to Investment Management, performed for both private investors and superannuation investors, whether with small funds or large.

We offer a comprehensive Investment Administration service that provides up-to-date valuations, tax and income reports, performance reports and reconciliations.

Our Aged Care service which provides financial advice and guidance for transitioning family members to aged care.

We also still run one of the most efficient Stockbroking services in the country.

Specialties

All 5 specialties
  • Aged Care Advisers
  • Investment Managment
  • Financial modeling
  • Financial Advice
  • Discretionary Accounts Management

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AU309 Kent St; Level 12; Sydney, New South Wales 2000Primary
  • AU330 Collins St; Level 7; Melbourne, Victoria 3000

Grid intelligence Members

Spending power

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Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

4 employee profiles on record · names withheld.

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FAQ

How many people work at Joseph Palmer & Sons?

The record holds 21 counted staff profiles at January 2026, inside the self-reported 11–50 band.

Where does Joseph Palmer & Sons have offices?

Two addresses on record, Australia only. Primary: 309 Kent St, Level 12, Sydney, New South Wales 2000.

Has Joseph Palmer & Sons raised funding?

None linked to this brand.

What does Joseph Palmer & Sons list as its specialties?

Five tags on the brand's own list, among them financial advice and financial modeling.

Which companies are listed alongside Joseph Palmer & Sons?

5 profiles list Joseph Palmer & Sons as a peer — 72nd percentile in Financial Services. It lists ten peers of its own. The Principals Funds Management Pty Ltd and Business Bootroom list it back.

What is Joseph Palmer & Sons's website?