• builders & developers
• executives & senior professionals
• ex-patriots & cross nationals
• management rights operators
• self funded retirees
• small business operators

Share Broking

We provide share broking services to our clients.  We offer a proactive full advice, research and service stock broking capability for our clients.

Our comprehensive direct Australian Securities broking service includes the provision of:

• Comprehensive written security portfolio advice – specific stocks, in specific amounts to be purchased, sold, retained etc – on a regular basis (monthly, quarterly, semi-annually or as required)
• We establish share broking accounts on behalf of relevant entities you wish to use
• We can establish settlement banking accounts to enable you to affect your trades and receive income etc.
• We are able to affect trades on your behalf on your account immediately via telephone or email.
• We take over share accounts and are also able to sell shares you have on SRN number. We also buy and sell direct fixed interest securities and listed property trusts via this service.

This service is available to wealth mangement clients only. This service is available via ascendia wealth pty ltd.