Private Client Login
Online Portfolio Access:
Existing Private Clients can access on-line portfolio reports by clicking the link for the platform supporting your investment portfolio. You will then be directed to a secure login screen where you can enter your username and security password.
Should you experience any difficulties please contact one of our Private Client Services team members immediately on (07) 3230 6555.
Centric Wealth - SMSF Manager [PCSM]
The Centric Wealth website is only available to Trustees of Self Managed Superannuation Funds who have engaged Centric Wealth for their Funds administration and who have pre-registered for on-line portfolio access.
Centric Wealth - Portfolio Manager [PCPM]
The Centric Wealth website is only available to Private Clients who have engaged Centric Wealth for the administration of their private investment portfolio/s and who have pre-registered for on-line portfolio access.