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PPA Administration Services Pty Ltd (PPA) is a specialist company providing investment portfolio administration and reporting for investors. Our service provision is particularly suited to investors wishing to invest directly in listed equities and other direct investment markets.

PPA was established in December 2001 to provide an economic, reliable and accurate investment portfolio administration service for clients. In brief, PPA assumes the processing of a client’s investment correspondence and issuesweekly and quarterly tax ready portfolio reports to the client.

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Our philosophy at PPA is to deliver our services to investors in a knowledgeable, timely, relevant and cost effective manner.

The fundamental principle underlying PPA's philosophy is that you, as an investor, regard your investing activity as a business and that you employ the management disciplines and tools to allow you to succeed in the business of investing. In essence, you are the Chief Executive Officer of a business of investing and have responsibility for the investment decisions and resulting returns.

Our role at PPA is to support your investment business by providing you with timely, understandable and accurate portfolio reports by which you can monitor the achievement of your financial goals and the success of your investment business.

We believe that professional investing isn't a stop and start affair, rather it's a process that begins with your first investment dollar and continues through your whole working life and into retirement. But this process shouldn't be time consuming or stressful or tiresome or a chore; it can and should be an exciting, interesting and fulfilling process.

You may have a professional investment advisor such as a stockbroker or financial planner to assist you with your investment decisions. We are not a licensed securities dealer and do not provide advice in regard to securities and other prescribed interests. Rather we are the specialist administrators and with the majority of our clients, form part of a tri-partite co-operative team involving the investor, the advisor and us.




PPA Administration Services Pty Ltd, ABN 14 122 949 302
Investment Portfolio Administration