Brand profile · Accounting

PortfolioGuardian

PortfolioGuardian runs an Accounting operation from Adelaide, South Australia. Ownership is privately held; it publishes at portfolioguardian.com.au. It holds one address on record, all in Australia. The record counts 4 people. One Australian registration (ABN) is a candidate match. The record links six similar brands, most of them in Accounting.

Profile live Privately Held Founded 2002 1 registry match ABN 1 office country
Registry match · ABR

Key facts

Counted staff
4
self-reported 2–10 band
Founded
2002
24 years
Registry matches
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entity

1 brand → 1 possible registrationThese are name matches on ABR. 1 registration share this brand's name; which one you contract with is a question for the register.
  • PORTFOLIOGUARDIAN PTY LTD

    ABN99149680553

    SAMedium confidenceMatched on exact nameABR

Legal entities

PortfolioGuardian: 1 registry entityPortfolioGuardian is linked to 1 registry entity: PORTFOLIOGUARDIAN PTY LTD (ABN 99149680553, candidate).PortfolioGuardianPORTFOLIOGUARDIAN PTYLTDABN 99149680553Candidate · Medium confidence
Show as table · PortfolioGuardian: 1 registry entity
PortfolioGuardian: 1 registry entity
PORTFOLIOGUARDIAN PTY LTDABN 99149680553
Confirmed matches0 of 1

A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.

Description

PortfolioGuardian is a Chartered Accounting firm and investment administration & reporting specialist with over 20 years of experience managing investment portfolios. We also have deep expertise in supporting both Public and Private Ancillary Funds (PAF & PuAF), having helped more than 350 foundations achieve their philanthropic goals over the past decade.

We operate nationally and are recognised for delivering exceptional service and value. Unlike many platform providers, our fees are not based on the size of your portfolio - ensuring transparency and fairness.

Our team can administer any asset, on any platform and provide you with fully consolidated tax reporting. At year-end, we simplify your tax process by delivering a comprehensive summary of capital gains and losses - ready to hand over to your personal accountant, saving you both time and money.

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

  • AU65 Gilbert St; Adelaide, South Australia 5000Primary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

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

Which legal entity operates under PortfolioGuardian?

One South Australia entity on the ABR. PORTFOLIOGUARDIAN PTY LTD (ABN 99 149 680 553), medium confidence.

How many people work at PortfolioGuardian?

The record holds 4 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does PortfolioGuardian have offices?

One address on record, Australia only. Primary: 65 Gilbert St, Adelaide, South Australia 5000.

Has PortfolioGuardian raised funding?

None linked to this brand.

Which companies are listed alongside PortfolioGuardian?

6 profiles list PortfolioGuardian as a peer — 82nd percentile in Accounting. It lists ten peers of its own. Thnk Advisory and Xpress Super list it back.

What is PortfolioGuardian's website?