Qualified Advisers
Our Advisers provide advice and execution services for clients
looking to trade in securities and derivatives. Advisers
have access to in-depth research and a full range of services
and products including: margin lending, cash accounts, portfolio
administration and personal superannuation.
Client Access
As a client, you can gain access to public equity offerings
and other securities issues available through our corporate finance
activities. If you are a wholesale client or sophisticated
investor, you can also access placement issues handled by the
firm.
Stockbroking and Advice Services
| Service |
Description |
|
Advice |
|
|
Derivatives |
- Advice on equity options, warrants and futures from accredited
derivative specialists.
|
|
Investing Overseas |
|
| New
Issues |
- Regular offerings of new issues (to retail and wholesale
clients) and placements (generally only available to wholesale
clients).
|
|
Research |
- Access to research on most of the ASX 300 listed companies as
well as coverage of an array of mid-cap, small and emerging
companies; sector research and regular economic and market
commentary; regular strategy updates and in-depth coverage of our
preferred stocks.
- Specialist coverage on exchange traded funds (ETFs), Listed
Investment Companies (LICs) and hybrid issues.
|
| Margin
Lending |
- Bell Potter is the only non-bank margin lender in the market.
The service offers competitive interest rates and a comprehensive
list of Approved Securities to borrow against.
|
| Cash and
Fixed Interest |
- In-house cash services with competitive interest rates for
at-call and term deposit funds.
- Cash account1 that can be linked to your share
trading account for ease of settlement.
- Access to bank bills, company debentures and other fixed
interest products.
|
|
Portfolio Administration Service (PAS) |
- Comprehensive reporting on investment portfolios and management
of all paperwork across a range of different asset types including:
shares, cash, unlisted managed funds and interest rate
products.
- Online access to portfolios along with quarterly and annual
reporting of all transactions, portfolio valuations and annual tax
reporting.
|
|
Superannuation |
- Advice on superannuation from accredited Advisers supported by
in-house superannuation specialists.
- Advice on self-managed superannuation funds.
|
| Seminar
Series |
- A bi-annual seminar series from Peter Quinton, Director of
Research, giving you his views of the market along with
preferred stock selections
|
Find out more
Click
here to find an experienced Adviser in your area.
Apply
To apply now for an account or to open an additional account you
can access the forms you need here.
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