Advisory Services
As a CommSec Advisory client, you’ll receive personalised investment advice on Australian
equities. You’ll have a dedicated Investment Adviser, backed by the expertise of
CommSec’s Equities Analysts and Quantitative Research team. And you’ll enjoy access
to advice on both portfolio construction and individual stocks.
Some of the reasons why you would use CommSec Advisory:
- Personalised advice on a range of investment products including shares, gearing
strategies and tax effective investing.
- Priority Access to Initial Public Offerings and floats that may not be available to other retail clients.
- Access to a comprehensive and market leading research.
- Consolidated reporting, letting your administration worries disappear.
Our dedicated Investment advisers may provide advice on:
- Australian Shares
- Fixed interest securities, and
- Derivatives.
Who should apply?
CommSec Advisory is a full stockbroking service. Generally, this service suits clients
who:
- Are time poor and want an adviser to make the portfolio and stock selections, and
- Either:
- own a share portfolio with a current market value of $500,000 or more;
- have a margin loan with a credit limit of $500,000 or more; or
- have cash reserves of $200,000 or more available for investment.
Please note that if you have $250k in income (last 2 years) and/or have $2.5m of
investable assets you may also qualify as a wholesale client.
The information on this site has been prepared without taking account of the objectives,
financial situation or needs of any particular individual. For this reason, any
individual should, before acting on the information on this site, consider the appropriateness
of the information, having regards to the individual’s objectives, financial situation
and needs, and, if necessary, seek appropriate professional advice.