Euroz Hartleys Securities Limited

Euroz Hartleys Securities Limited is a proudly Western Australian diversified financial services company focused on providing dynamic financial services solutions to Institutional, Corporate & Private Clients.

At Euroz we combine the client focus of a boutique firm with the financial backing and resources of a larger group. Euroz is a 100% owned subsidiary of the ASX listed Euroz Limited (ASX:EZL). We are not owned by any of the large banks or insurers which we believe makes our business able to more appropriately respond to our clients’ needs.

We have made a significant investment to build our business capabilities through technology, systems, research and most importantly, our people. In doing so, we have built a team of proven specialists across the above range of disciplines.

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Our Services Include

Research

The focus of Euroz’s research analysts is to provide timely and accurate investment ideas focusing on companies operating in our target market.  These include mining, oil & gas and industrial companies. Euroz research ostensibly concentrates on Western Australian based companies with market capitalisation of between $50m and $1b.

Our analysts come from senior positions in industry with firsthand experience in geology, engineering, mining, finance and commerce.

Our Western Australia base provides Euroz’ analysts with on the ground insight into the companies and sectors they cover as well as greater understanding of the local political and economic environments.

Institutional Sales

Our Institutional Sales team includes some of the groups most experienced individuals who seek to deliver true value by providing unique company insight and specialised execution.

Focusing on small to mid-cap WA businesses has allowed Euroz to be recognised as one of the leading corporate arms nationally providing institutional clients access to specialised opportunities. We believe that our success is as much about our willingness to be discerning regarding the deals we don’t pursue as the one’s that we do.

Supported by one of the largest in-house research teams, we are able to provide a deep level of understanding of opportunities in the WA market.

Private Clients

Euroz can provide specialised investment advice across a broad range of asset classes and sectors. Whether it be in WA small to mid-caps companies through to multi asset class portfolios, we have the in house capability.

We complement this investment universe by leveraging off the group’s specialist technical and strategic financial planning capabilities. This includes delivering advice over superannuation (including SMSF), wealth protection and estate planning.

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Corporate Finance

The division is committed to developing strong, long term working relationships to assist companies throughout their business lifecycle. This commitment is complimented by the technical skills and experience of the Corporate Finance team across a diverse range of industries and disciplines including mining, geology, oil and gas, law, accounting, finance and management.

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