Burrell Stockbroking & Wealth Management

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Burrell Stockbroking & Wealth Management https://linktr.ee/burrellstockbroking Established in 1937, Burrell is proud to have achieved more than 80 years in the business.

We are a longstanding Queensland company providing full stockbroking, wealth management, superannuation and advisory services to private clients, Not-for-Profit and other investment organisations. As a boutique firm, we offer personalised client service, superior control over trades, expert advice and true market insight. We remain one of the last privately held broking firms in the country. This longevity stems from the personal attention, expert advice and wealth of experience we continue to bring our clients. We are a proud privately-owned Queensland business, helping clients with around $1.5B worth of portfolios. And we've grown to over 40 staff with offices in Brisbane, Bundaberg, Ipswich, Southport, Emerald, the Sunshine Coast, and Hobart. From this base, we visit regional centres and work with clients around Australia. Burrell Stockbroking & Wealth Management is an independent company, a participant of the Australian Securities Exchange (ASX), a member of the National Stock Exchange (NSX), and the holder of an Australian Financial Services Licence, No. 247431. Specialties
Shares: Portfolio Investment & Trading, Superannuation & Rollover Funds, Wealth Management & Retirement Planning, Estate Planning, Portfolio Management Services, Managed Funds/Trusts, Fixed Interest Investments, Warrants and Options Dealing, Margin Lending Advice

Disclaimer can be found at www.burrell.com.au

Meet the Team: Luke Lyon, Graduate Wealth Management at BurrellLuke has spent almost 2 years at Burrell in a unique dual...
14/10/2026

Meet the Team: Luke Lyon, Graduate Wealth Management at Burrell

Luke has spent almost 2 years at Burrell in a unique dual role — supporting the advice process across investment portfolios, superannuation, retirement planning and aged care, while also putting his Finance and Computer Science degree from QUT to work on the IT side, including redeveloping an internal full-stack app advisers use to review client portfolios. He's now building on both sides of that skill set through further financial planning studies with Kaplan Professional, on his way to becoming a qualified adviser.

"What I enjoy most is the problem-solving side of financial advice," he says. "Every client has different circumstances and objectives, so I enjoy working through the numbers and strategy to find practical solutions that can make a meaningful difference to their financial position."

Looking ahead, Luke is progressing through his Professional Year on the path to becoming a financial adviser, with an eye on deepening his expertise in investment and strategic advice, and possibly pursuing further qualifications like a CFA, CFP, or specialist postgraduate study down the track.

Outside of work, you'll usually find Luke staying active and spending time with friends and family - with a strong interest in tech that spills well beyond the office.

14/10/2026

Why can the share market continue rising when parts of the economy are slowing?

In this episode, Jamie Elgar, Director - Domestic and International Equities at Burrell, joins Madison Scheel to explain why markets and the economy don't always move together, and why share markets tend to look ahead rather than react to what's already happened.

🎥 Stay tuned for more market insights and investor education.



DISCLAIMER: The information in this video is of a general nature. Any views or opinions expressed are those of the individual speaker and do not necessarily represent the views or opinions of Burrell Stockbroking Pty Ltd. The information does not take your specific needs or circumstances into consideration, so you should consider your own financial position, objectives and requirements and seek financial advice before making any financial decisions.

Burrell Stockbroking Pty Ltd (ABN 82 088 958 481; AFSL 247431), a Participant of the ASX Group and the NSX.

06/10/2026

What are the main forces influencing investment markets right now?

In this episode, Dylan Katzer, Director at Burrell, joins Madison Scheel to break down the biggest forces driving markets today. What's getting more attention than it deserves, and where are the real risks and opportunities.

🎥 Stay tuned for more market insights and investor education.



DISCLAIMER: The information in this video is of a general nature. Any views or opinions expressed are those of the individual speaker and do not necessarily represent the views or opinions of Burrell Stockbroking Pty Ltd. The information does not take your specific needs or circumstances into consideration, so you should consider your own financial position, objectives and requirements and seek financial advice before making any financial decisions.
Burrell Stockbroking Pty Ltd (ABN 82 088 958 481; AFSL 247431), a Participant of the ASX Group and the NSX.

Dividend yield is one of the most-quoted numbers in investing, and one of the easiest to misread. Swipe through for wha...
30/09/2026

Dividend yield is one of the most-quoted numbers in investing, and one of the easiest to misread. Swipe through for what it actually measures, and the trap that catches a lot of investors chasing a "high yield."

Want a read on the income your portfolio is actually generating? Get in touch with your Burrell advisor.

🎙️ New Episode | The Burrell BriefReporting season is done, but the headlines only tell part of the story.In the latest ...
29/09/2026

🎙️ New Episode | The Burrell Brief

Reporting season is done, but the headlines only tell part of the story.

In the latest episode of The Burrell Brief, host Bill McDonald speaks with Bruce McLeary, Associate Director of Research at Burrell, about what ASX-listed companies revealed this reporting season and what it may mean for investors heading into FY27.

From why earnings growth was narrower than it looked to the importance of cash flow, guidance and management credibility, this episode breaks down the key lessons from the season and where our research team sees opportunity and risk from here.

Listen to "Reporting Season Unpacked: Better Earnings, Narrower Growth".

🎧 Listen now:
Apple - https://apple.co/4jpWeiG
Spotify - https://bit.ly/BurrellBrief-Ep9

General information only. This does not take into account your personal objectives, financial situation or needs. Please seek advice appropriate to your circumstances.

One of the most repeated pieces of investing wisdom is also one of the most misunderstood - it's not about picking the p...
25/09/2026

One of the most repeated pieces of investing wisdom is also one of the most misunderstood - it's not about picking the perfect moment to invest, it's about staying invested. Swipe through for why time in the market tends to beat timing it. Want to talk through a long-term investment strategy? Get in touch with your Burrell advisor.

Franking credits are one of the more distinctly Australian parts of investing and one of the most misunderstood. Swipe t...
17/09/2026

Franking credits are one of the more distinctly Australian parts of investing and one of the most misunderstood.

Swipe through for a plain-language explanation of what they are and why they're attached to some dividends and not others.

Questions about how franking credits apply to your portfolio? Speak with your Burrell advisor.

Meet the Team: Tim, Research Analyst at BurrellSome people watch the market. Tim tries to understand the story behind it...
16/09/2026

Meet the Team: Tim, Research Analyst at Burrell

Some people watch the market. Tim tries to understand the story behind it.

Tim has spent the last 3 years in finance, following markets and equities for closer to 7 — a curiosity that started well before his career did. He studied Finance and Law at QUT, right here in Brisbane, drawn to its practical approach to learning, including hands-on experience through the student-managed investment fund.

As a Research Analyst, Tim digs deep into companies — understanding what drives them, how they're positioned against competitors, and what that means for their valuation. "Markets and companies are evolving stories," he says. "There's always something new to learn and understand — you can dig deep into a single company, or zoom out to the economy, politics, emerging trends and technology."

Looking ahead, Tim sees his career moving from analysis toward portfolio management — taking that research and turning it into investment decisions and recommendations.

Outside of work, you'll usually find Tim outdoors — hiking, surfing, or on the tennis court when time allows.

What Burrell is watching: Quality BusinessesWhat separates a good business from a great investment?At Burrell, we're alw...
14/09/2026

What Burrell is watching: Quality Businesses

What separates a good business from a great investment?

At Burrell, we're always looking beyond the headlines.

This week, we're focused on three characteristics that often define quality businesses:

✔️ Consistent earnings growth

✔️ Strong cash flow

✔️ Pricing power

While no business is immune to changing market conditions, companies with these characteristics are often better positioned to navigate different economic environments.

If you could only choose one quality when assessing a business, what would it be?

Week 3 – Valuation

Would you rather buy an incredible business at the wrong price... or a good business at the right price?

It's a question investors face every day.

This week we're watching:

💰 Companies where valuations may have become stretched.

📉 Businesses that could be overlooked by the market.

⚖️ The difference between price and value.

One of the biggest lessons in investing is that a great business doesn't automatically make a great investment.

Price matters.

What's more important to you—buying quality, or buying value?

Week 4 – Economic Signals

Markets often move long before the economy does.

That's why investors spend so much time watching the signals that shape the bigger picture.

This week, we're keeping an eye on:

📊 Consumer confidence

💼 Employment trends

📈 Business investment

Individually, these data points only tell part of the story.

Together, they help build a picture of where the economy—and markets—could be heading.

Which economic indicator do you pay the most attention to?

Reporting season has just wrapped — and once again, the headline profit number didn't tell the whole story.This year we ...
07/09/2026

Reporting season has just wrapped — and once again, the headline profit number didn't tell the whole story.

This year we saw companies post solid profits and still get punished by the market, and others surprise on the upside despite a soft top line. The difference almost always came down to three things: revenue quality, cash flow, and the guidance management gave for the year ahead.

Swipe through for our take on the season that was, and what it's telling us about the months ahead.

Want a read on how your portfolio's holdings performed this season? Get in touch with your Burrell advisor.

Address

24 Little Edward Street
Spring Hill, QLD
4000

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+61730067200

Website

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