Advice Desk

/Advice Desk
Advice Desk 2017-10-26T10:23:42+00:00

Full Service and Advice

FinEx offers a full service stockbroking facility to support financial advisers and wealth managers in their day-today equities investment needs. Our RG 146 compliant advisers are salaried staff, not commission based, meaning they look after the performance of your end investors portfolio and not how many contract notes it generates.

When advising you on your end investors investments we consider the objectives you have set for the customer and put them into play. Whether it be advice on an ASX listed equity, access to a range of model portfolios, corporate action elections or portfolio construction.

The End Investor Lifecycle

Our full service offering supports the your clients investment needs from advice and portfolio review through to execution and account management.

Fit for purpose research

Financial Planners and Wealth Managers who use FinEx’s stockbroking services can access both Top 200 Equities and Hybrid research via the Lonsec iRate Platform. This next generation research departs from the traditional ‘Buy-Hold-Sell approach and focuses on classifying equities based on a relative risk-reward basis. Contained within two-pages, it provides a simple-to-digest quantitative and qualitative analysis, updated daily, and providing;

  • Retail focused research on ASX-200 companies
  • Analysis of ASX-listed income securities (hybrids)
  • Using Lonsec’s proprietary index funds research methodology, in-depth research of Exchange Traded Funds (ETFs)
  • Model Portfolio’s
  • Corporate actions and IPO research

Desktops and data feeds – Your clients’ information at your finger tips

FinEx supports the Financial Planner, Wealth Manager, and their support staff by offering a range of dedicated front office management tools and feeds. Our TradeCentre Wealth solution provides you and your team access to your clients accounts and contract notes. In addition to our front ends, FinEx also supports the following platforms via our dedicated data-feeds;

  • IRESS Xplan
  • CLASS Super
  • BGL 360
  • Praemium

Contact us for more information about our Full Service and Advice offering.