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ALTA Portfolio Service
You can manage your full portfolio of funds, stocks, options, and even track your investment changes real time. All of your changes when you trade or transfer will reflect in your portfolio for easy tracking.
My Account Details
Alta Investment clients can view their account details at any time. Your account section allows you to view your account balances, track your account activity, and see your complete trading history all in one convenient panel.
Who We Are
Our focus is on preserving wealth and maximising investment returns. Our independence is your advantage.
Our clients are our business and our approach is based on meeting your individual needs rather than the commoditised approach employed in larger financial services organisations
You will benefit from our access to research, floats, and information and opinion from across the entire market. As we are not restricted to sourcing from one particular provider we avoid the conflict of interest suffered by many larger firms.
Meet Our Team
Aaron has more than 35 years experience working in financial markets, both in Australia and overseas. Prior to establishing Alta, he was a senior Private Client Adviser with Goldman Sachs JBWere. He has advised clients in all areas of Private Wealth Management, and has specialised in managing risk and enhancing returns in share portfolios through the use of exchange-traded options.
Aaron has also worked in Australia and internationally for Tullet and Tokyo Liberty as an institutional broker in the foreign exchange trading department. Aaron completed Level 1 and 2 derivatives accreditation with the ASX in 2003. He holds a Graduate Diploma of Applied Finance and Investment, a Diploma of Technical Analysis and a Master of Applied Finance.
Paul Nicholson has advised clients in all areas of private wealth management for over 23 years. Prior to establishing Alta in 2006, Paul was a senior adviser and manager in the Private Client area at Goldman Sachs JBWere.
He has specialised in formulating investment strategies for self-managed superannuation funds and in managing risk and enhancing returns in share portfolios through the use of appropriate asset allocation modelling. He has completed his ASX Level 1 and Level 2 Derivatives Accreditation and holds a Bachelor of Social Science and a Graduate Diploma of Applied Finance and Investment.
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