Ord Minnett is a leading national private wealth management group that provides advice and tailored investment solutions. Ords has more than $59 Billion in Funds Under Advice, managed by a team of experienced investment professionals focused on providing our clients with insights and guidance to build their assets.

Ord Minnett serves our clients with a network of 350 finance professionals in 12 offices throughout Australia and an office in Hong Kong. Ords clients benefit from a comprehensive suite of investor services including full-service stockbroking, financial planning, superannuation, estate and retirement planning, funds management, fixed interest, portfolio services and corporate finance.

Services:

• Shares
• ETFs
• LICs
• Bonds
• Hybrids
• Warrants
• Options

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Morgans is Australia's largest national full-service stockbroking and wealth management network with more than 240,000 client accounts, 500 authorised representatives and 950 employees operating from 61 offices in all states and territories.

We have been helping Australian investors achieve their investment goals for over 35 years. We pride ourselves on providing client-focused advice based on thorough research, comprehensive company knowledge and many years' experience in the Australian sharemarket.

Services:

• Shares
• ETFs
• LICs
• Bonds
• Hybrids

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Shaw and Partners is one of Australia’s preeminent investment and wealth management firms, with a national presence and over $19 billion of assets under advice.

At Shaw and Partners we offer tailored advice and investment solutions, having helped our clients manage and grow their financial assets for over 30 years. Our emphasis on integrity has enabled us to achieve very high levels of client satisfaction, while unlocking opportunities of significant value. Backed by fresh thinking, robust research and some of the nation’s best investment and wealth experts, our business has been designed to meet the growing needs of our clients.

By working closely with clients and targeting their needs, we have forged strong long-term relationships. So, whether you are an ordinary investor, high net worth individual, charity, institution or corporate, our goal is simple: to listen to you, then act according to your needs alone.

Services:

• Shares
• ETFs
• LICs
• Bonds
• Hybrids
• Warrants
• Options

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Bell Potter Securities is a leading full-service Australian stockbroking, investment and financial advisory firm. Founded in 1970, Bell Potter has grown to a total staff of 600, operates across thirteen offices in Australia and has offices in London, New York and Hong Kong. Bell Potter is a part of the Bell Financial Group of companies (ASX:BFG).

We cultivate long-standing relationships with our clients through the provision of high quality, professional advice to private investors. Our strength lies in being able to provide focused investment solutions which meet our client’s investment goals: to build and preserve their wealth.

Services:

• Shares
• Warrants
• Options
• Bonds
• Hybrids

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Canaccord Genuity is one of Australia’s premier financial services firms, offering full-service stockbroking, wealth management and financial planning services. Our hard-earned reputation for integrity and advisory expertise has led to our clients entrusting us with over $15b in funds under management and administration. Our local expertise and global reach enable unique market opportunities for our clients.

Our sophisticated approach to Wealth Management is focused on building successful client relationships and is born from our considerable experience helping Australians manage their wealth. Accordingly, the first step in any new client relationship is developing a deep understanding of your personal circumstances and goals, so that all our financial advice is tailored to your unique requirements.

Services:

• Shares
• ETFs
• LICs
• Warrants
• Options
• Bonds
• Hybrids

Learn more

Morgans is Australia's largest national full-service stockbroking and wealth management network with more than 240,000 client accounts, 500 authorised representatives and 950 employees operating from 61 offices in all states and territories.

We have been helping Australian investors achieve their investment goals for over 35 years. We pride ourselves on providing client-focused advice based on thorough research, comprehensive company knowledge and many years' experience in the Australian sharemarket.

Services:

• Shares
• ETFs
• LICs
• Bonds
• Hybrids

Learn more

Canaccord Genuity is one of Australia’s premier financial services firms, offering full-service stockbroking, wealth management and financial planning services. Our hard-earned reputation for integrity and advisory expertise has led to our clients entrusting us with over $15b in funds under management and administration. Our local expertise and global reach enable unique market opportunities for our clients.

Our sophisticated approach to Wealth Management is focused on building successful client relationships and is born from our considerable experience helping Australians manage their wealth. Accordingly, the first step in any new client relationship is developing a deep understanding of your personal circumstances and goals, so that all our financial advice is tailored to your unique requirements.

Services:

• Shares
• ETFs
• LICs
• Warrants
• Options
• Bonds
• Hybrids

Learn more