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Euroz Hartleys

Euroz Hartleys

Western Australia’s trusted financial services business

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  • Euroz Hartleys Group
        • Euroz Hartleys Group Limited (ASX:EZL) is a diversified financial services company which has a consistent track record of strong shareholder returns.

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          • Corporate Finance, Research and Institutional SalesThese Divisions are now part of the Bank of Montreal as of 1 November 2026. Please visit https://capitalmarkets.bmo.com/en/ to find out more or contact our team with any queries.
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  • Private Wealth
        • Combining wealth management, strategic advice and stockbroking. We pride ourselves on being Western Australia’s trusted wealth manager, partnering with you on your tailored journey, designed to provide wealth creation and preservation.

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        • Stay up to date with Euroz Hartleys news, media and listen to our Finding the Front podcast.

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Built on relationships and connected by our people

About Euroz Hartleys Group

Western Australia’s trusted financial services business

Our Story

Investor Centre

Keep up to date with our latest Shareholder information and ASX releases

Announcements

In the Community

Hear about Euroz Hartleys community initiatives and charity events

Community

A Leading Western Australian financial services business

Euroz Hartleys Group Limited (ASX:EZL) is a proudly Western Australian, leading financial services business, specialising in the provision of wealth management and stockbroking services.

Our Story

Investment Advice & Execution

We provide access to a broad range of investment options, including unique opportunities not always available to the wider market.

Wealth Creation & Protection

We help clients build and safeguard their wealth through tailored Self-Managed Super Fund strategies and appropriate insurance solutions.

Tax Planning

We provide structural advice and guidance on share purchase plans and performance rights to help clients manage their tax position effectively.

Portfolio Management

We design investment strategies and asset allocations around each client’s goals, with active management to keep portfolios on track.

Intergenerational Wealth Strategies

We help families plan for the future through succession and estate planning, and advise on structuring charitable giving that reflects their values.

Administration & Reporting

We take care of portfolio administration and provide clear online and tax reporting, so clients always know where they stand.

Homepage • liontown resources
Episode 52
Tony Ottaviano, Managing Director & CEO of Liontown Resources
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Episode 43
Dale Henderson, Managing Director & CEO of Pilbara Minerals
Episode 56
Institutional Investor Conference – Special Fund Manager Edition
Homepage • BWN
Episode 47
Loui Kannikoski, Founder, Managing Director & CEO of Bhagwan Marine
Homepage • genesis pilbara e1700798065517
Episode 32
Anthony Kiernan AM, Non-Exec. Chair of Genesis Minerals & Non-Exec. Chair of Pilbara Minerals
Homepage • Euroz Hartleys Logo Full Colour Transparent
Episode 53
Kyle De Souza, Resources Analyst for Euroz Hartleys
Homepage • S2
Episode 35
Mark Bennett, Executive Chair of S2 Resources
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Episode 24
Paul Anderson, Co-Founder, Chief Executive Officer & Managing Director of Orthocell
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Episode 14
Peter Cooper, Founder & Chief Investment Officer of Cooper Investors
Homepage • lycopodium
Episode 34
Michael (Mick) Caratti, Non-Executive Director of Lycopodium
Homepage • evolution mining 1
Episode 50
Jake Klein, Executive Chair of Evolution Mining
Homepage • Austral Grid
Episode 16
Patrick (Paddy) Gregg, Chief Executive Officer of Austal

Finding the Front

‘Finding the Front’ is presented to you by Euroz Hartleys to showcase our deep connection with the companies and leading business executives across Australia. This is a podcast series where we take the time out to get to know the story behind the people who “front” some of Western Australia’s leading companies.

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Our latest news

More News

Monthly Insights

Lucy Johnston
17 Sep 2026

In this “Monthly Insights” for August, we look at the key market movements throughout the month and feature an episode…

Read More: Monthly Insights

Monthly Insights

Euroz Hartleys Limited
14 Aug 2026

In this “Monthly Insights” for July, we look at the key market movements throughout the month and feature an episode…

Read More: Monthly Insights

Monthly Insights

Lucy Johnston
8 Aug 2026

In this “Monthly Insights” for June, we look at market movements for the month and give an overview of the…

Read More: Monthly Insights

Commission for a Cause 2026

Lucy Johnston
1 Jul 2026

We are pleased to announce the results of our 8th annual Commission for a Cause Day, and what a day…

Read More: Commission for a Cause 2026

Pre-Rottnest Western Australian Goldfields Site Visits & 26th Annual Rottnest Island Institutional Conference

Bridget Watkins
24 Mar 2026

Pre-Rottnest Western Australian Goldfields Site Visits 2026 Euroz Hartleys was delighted to host our Pre-Rottnest Western Australian Goldfields Site Visits…

Read More: Pre-Rottnest Western Australian Goldfields Site Visits & 26th Annual Rottnest Island Institutional Conference

Euroz Hartleys Private Wealth Gold Lunch

Euroz Hartleys Limited
17 Oct 2025

A big thanks to all our clients who attended the Euroz Hartleys Gold lunch last week at the beautiful Royal…

Read More: Euroz Hartleys Private Wealth Gold Lunch

Wealth Insights

More Wealth Insights

Maximise Super Balances

16 Jun 2026
Wealth Point

Superannuation is a government-supported retirement savings structure that allows Australians to accumulate wealth in a highly tax-effective environment throughout their…

Read More: Maximise Super Balances

Federal Budget 2026–27 | Key Changes at a Glance

7 May 2026
Wealth Point

This document provides a summary of the key measures announced in the 2026–27 Federal Budget; however, the impact of these…

Read More: Federal Budget 2026–27 | Key Changes at a Glance

Episode 53 “Navigating the $3.5 trillion wealth transfer”

6 May 2026
3 Minute Tech

Read More: Episode 53 “Navigating the $3.5 trillion wealth transfer”

Episode 52 “What is in the ATO’s crosshairs”

6 May 2026
3 Minute Tech

Read More: Episode 52 “What is in the ATO’s crosshairs”

Episode 51 “Division 296 – Super’s new tax for balances above $3m”

15 Apr 2026
3 Minute Tech

Read More: Episode 51 “Division 296 – Super’s new tax for balances above $3m”

Super Contribution Caps & Limits Increasing 1 July 2026

14 Apr 2026
Wealth Point

2025 proved again to be a year of resilient global economic growth and strong returns for riskassets. However, it certainly…

Read More: Super Contribution Caps & Limits Increasing 1 July 2026

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Euroz Hartleys acknowledges the traditional owners of the land, the Whadjuk people of the Noongar nation. We pay our respects to Elders past, present and emerging.

Euroz Hartleys Limited

Participant of the ASX, Cboe and NSX

ABN 33 104 195 057

AFSL 230052

Get in Touch

Level 37 QV1
250 St Georges Terrace
Perth WA 6000

+61 8 9268 2888
moc.s1793679831yeltr1793679831ahzor1793679831ue@of1793679831ni1793679831

Financial Services Guide

Disclosure of Interests

Privacy Policy

Terms of Use

This website has been prepared by Euroz Hartleys Limited, ABN 33 104 195 057, AFSL 230052.

The information on this website contains general information only. We have not taken into consideration any of your personal objectives, financial situation or needs. Before taking any action, you should consider whether the general advice contained in this communication is appropriate to you having regard to your circumstances and needs, and seek appropriate professional advice if you think you need it.

We recommend that you consult an adviser if you require financial advice that takes into account your personal circumstances. You can check whether a person is a licensed or authorised financial adviser by visiting the Australian Securities and Investments Commission at www.moneysmart.gov.au.

Euroz Hartleys acknowledges the traditional owners of the land, the Whadjuk people of the Noongar nation. We pay our respects to Elders past, present and emerging.

Euroz Hartleys Group Limited

ABN 53 000 364 465

Get in Touch

Level 37 QV1
250 St Georges Terrace
Perth WA 6000

+61 8 9268 2888
moc.s1793679831yeltr1793679831ahzor1793679831ue@of1793679831ni1793679831

For reference checking please email moc.s1793679831yeltr1793679831ahzor1793679831ue@RH1793679831.

Financial Services Guide

Terms of Use

Privacy Policy

Whistleblower Policy

This website has been prepared by Euroz Hartleys Limited, ABN 33 104 195 057, AFSL 230052.

The information on this website contains general information only. We have not taken into consideration any of your personal objectives, financial situation or needs. Before taking any action, you should consider whether the general advice contained in this communication is appropriate to you having regard to your circumstances and needs, and seek appropriate professional advice if you think you need it.

We recommend that you consult an adviser if you require financial advice that takes into account your personal circumstances. You can check whether a person is a licensed or authorised financial adviser by visiting the Australian Securities and Investments Commission at www.moneysmart.gov.au.

Copyright © 2026 Euroz Hartleys Limited