Core Equity Services
Core Equity Services is a leading wholesale broking provider, offering equities products and services across trading, settlement, gearing, portfolio management and advisory services. We offer a range of complementary products and services that are designed to help advisers broaden their service offering and open up new revenue opportunities.
Core Trading Platform
At the heart of Core Equity Services is our market leading equities trading platform, Core Trading – www.coretrading.com.au. A fast, robust and reliable system, our interface features powerful straight-through processing so you can deliver the service your clients want, when they want it.
With live news feeds and market data, as well as in-depth research, company profiles and stock recommendations, you can trade Australian equities, warrants and options, all from the same simple-to-use platform.
To find out more, please contact:
Steve James
Core Equity Services
P: (02) 82928721
E:
Justin Forbes
Core Equity Services
P: (02) 82928722
E:
Adviser Service Desk
1300 360 896
Core Portfolio Service
Core Portfolio Service takes the time-consuming portfolio management work out of your hands, so you can dedicate your time to creating wealth for your clients.
Featuring real-time portfolio monitoring, customised and branded reports, smart analytics and updating on corporate actions, Core Portfolio Service reduces your administrative load and speeds up your processes. You can even offer clients access to a site where they can monitor their own investment performance.
To find out more, please contact:
Sam Simmonds
Head of Wholesale Solutions
P: (08) 92683699
E:
Commsec Wholesale Advisory
CommSec Wholesale Advisory* offers a comprehensive range of broking, advisory and research services to help support your business. As well as a dedicated team to help service your equity enquiries, our Advisory team can build comprehensive portfolio recommendations and reviews with concise reporting allowing you to explore new potential revenue lines.
Our Portfolio Review Service offers you an easy and efficient way to manage your clients’ equity investments. Time-consuming sharemarket research and report writing can be left to our Wholesale Advisory team of experienced Investment Advisers, allowing you more time to focus on your clients and their needs.
To find out more, please contact:
Peter Truong
Senior Investment Adviser
CommSec Wholesale Advisory
P: (03) 9675 6854
F: (03) 9675 6290
Mark Heffernan
Investment Adviser
CommSec Wholesale Advisory
P: (03) 9675 8239
F: (03) 9675 6290
* CommSec Wholesale Advisers are representatives of Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 ("CommSec") a wholly owned, but non-guaranteed, subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945.