Adviser Broking Services

 

Austock has recognised that from time to time clients prefer to use their own financial planners for independent strategic advice for their holistic planning needs.  So we can further assist our clients reach their financial goals, we aim to partner with their financial planners to ensure the clients investments are actively managed and administered.

 

In our efforts to better service both Austock clients and the clients of the financial planner network we support, we have developed a service to facilitate investing in a range of Austock products and services.

 

Services provided are;

 

  • full equities trading and advice
  • research
  • online access to view clients accounts
  • market data
  • electronic confirmation of trades
  • personalise portfolio construction
  • portfolio valuation reporting for CHESS clients
  • access to all Austock products and services

More information

For further information on the benefits of the Austock Portfolio Management services speak with your financial adviser or call Austock on 1800 806 362.

Become a Client

 

Financial Service Guide

 

Austock Australian Equity Fund