Pekada Portfolio clients can login to monitor their portfolio with a consolidated view and simple reporting functions.
For any assistance and support please call our team on 1300 PEKADA (1300 735 232).
We are excited to announce the launch of our new mobile investor portal, available free for all Pekada Portfolio clients. The investor portal is cloud based and optimised to any device, meaning you can access your portfolio from your smart phone, tablet, laptop or desktop, 24/7. This is just the beginning. In the coming months, further updates will be released to enhance your experience. Get in, have a look around, and be sure to tell us what you think or let us know if you have any questions!Investor Portal
View the quick guide for navigating and using the functions of the Pekada Investor Portal below.Quick Guide
The Trustee for Pekada Unit Trust (ABN 32 736 044 776), corporate authorised representative (CAR), number 443518 trading as Pekada and The Trustee for Pekada Group Trust (ABN 53 194 543 746) corporate authorised representative (CAR), number 235514 trading as Pekada are authorised to provide financial services on behalf of Charter Financial Planning Limited (Charter Financial Planning). AFSL Number 234665
The information provided on this website is general in nature and does not constitute advice. You need to consider with your financial situation and your particular needs prior to making any strategy or products decision. Pekada will endeavour to update the website as needed. However, information can change without notice and Pekada does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time Unless otherwise specified, copyright or information provided on this website is owned by Charter Financial Planning. You may not alter or modify this information in any way, including the removal of this copyright notice.