If you're looking for personalised investment advice across shares, gearing strategies and tax effective investing, as well as priority access to IPOs and market leading research, CommSec's Advisory service may be the answer.
CommSec Advisory is our full-service stockbroking arm, whose dedicated investment advisers can help you to design, implement and monitor your investment portfolio to meet your specific goals. And when it comes to tax time, consolidated reporting simplifies the process.*
Is CommSec Advisory for you?
Most CommSec Advisory clients have:
- A share portfolio with a current market value of $400,000 or more;
- A margin loan with a credit limit of $500,000 or more; or
- Cash reserves of $200,000 or more available for investment.
Learn more about CommSec Advisory, including case studies.
Find out more
If you think CommSec Advisory could be right for you, or you want to find out more about the services offered, call 1800 332 767 (8am-8pm, Monday to Friday, Sydney time) or email firstname.lastname@example.org
* CommSec/CommSec Advisory staff are not tax advisers and therefore appropriate tax advice should be sought externally
Commonwealth Securities Limited ABN 60 067 254 399 (CommSec) is a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124 and a Participant of the ASX Group.
This information has been prepared without taking account of the objectives, financial situation or needs of any particular individual. For this reason, you should, before acting on this information, consider the appropriateness of the information, having regards to your objectives, financial situation and needs, and, if necessary, seek appropriate professional advice.