Originally founded and listed in 2000 as a stockbroking business, through organic growth and successful acquisitions we have grown to become one of the largest Western Australian financial advisory firms. The Group has over 100 employees in our head office in Perth and has a national and international client base and large distribution network. Our goal is wealth creation through sound financial advice and appropriate investment strategies to our retail, wholesale and corporate clients.
Across our companies Euroz Hartleys Securities Limited, Entrust Wealth Management and Westoz Funds Management we service over 10,000 clients with funds under management exceeding $1.3 billion. Our specialist focus is on ASX listed resource, energy and industrial companies with a market capitalisation of between $5 million and $5 billion.
Euroz has demonstrated consistent revenue growth, retained a solid balance sheet with no debt and has a track record of strong shareholder returns. Over 20 years we have paid more than $224 million in fully franked dividends to our shareholders.
Our business is led by an experienced, stable Board and management team which has a substantial stake in the Group.
Funds under management
As at 30 June 2020