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We look forward to seeing you at the 2023 Private Wealth Australia Forum in Sydney, 27 July 2023
We know delivering outstanding financial advice can change the future for your clients. That’s why it’s important to have a partner who knows your business and can support your clients’ investment needs.
Our local team of relationship managers are always ready to talk, help you grow your business, and give you and your clients access to the huge global resources of our investment capabilities.
T. Rowe Price is your local team, with the world behind us.
We would welcome the opportunity to connect with you during the conference, Relationship Managers Heath Branigan, Karlena Burnett and Adam Cassidy will be your local T. Rowe Price representatives.
Meet the team at the Conference!
Heath Branigan, Relationship Manager
WA, SA, and NT
Contact Heath if you are interested in investing with us.
Tel: 0488 112 797
Email: heath.branigan@troweprice.com
Karlena Burnett, Relationship Manager
QLD and NSW
Contact Karlena if you are interested in investing with us.
Tel: 0473 330 174
Email: karlena.burnett@troweprice.com
Adam Cassidy, Relationship Manager
NSW
Contact Adam if you are interested in investing with us.
Tel: 0406 411 395
Email: adam.cassidy@troweprice.com
Our Investment Capabilities
Australian Equity
The Australian Equity Fund with the World behind it
Global Equity
A global growth portfolio bring the world to you.
Dynamic Global Bond
Whenever the tide turns, make sure you have an anchor
Global Impact Equity
More meaningful returns*
*Investment returns are not guaranteed.
Global High Income
Where in the world can you find high income? We'll show you.
ESG
Take a look at our thinking on ESG
Other resources
Want to know more? Get in touch.
If you have questions or would like more information about T. Rowe Price, please contact us.
Important Information
Equity Trustees Limited (“Equity Trustees”) (ABN: 46 004 031 298, AFSL: 240975) is a subsidiary of EQT Holdings Limited (ABN: 22 607 797 615), a publicly listed company on the Australian Stock Exchange (ASX:EQT). Equity Trustees and T. Rowe Price Australia Limited ("TRPAU") (ABN: 13 620 668 895, AFSL: 503741) are, respectively, the responsible entity and investment manager of the T. Rowe Price Australian Unit Trusts. Available in Australia for Wholesale Clients only.
A Target Market Determination for each T. Rowe Price Australian Unit Trust (or class of units in a Trust) is available here (www.eqt.com.au/insto). It describes who the financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where Equity Trustees Limited, the responsible entity of the T. Rowe Price Australian Unit Trusts may need to review the Target Market Determination for the financial product.
Past performance is not a reliable indicator of future performance. The price of any fund may go up or down. Investment involves risk including a possible loss to the principal amount invested. For general information purposes only, does not take into account the investment objectives, financial situation or needs of any particular investor. For further details, please refer to each fund's product disclosure statement and reference guide which are available from Equity Trustees (www.eqt.com.au/insto) or TRPAU (www.troweprice.com.au).
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