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why selfwealth

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Insights

advisers

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why selfwealth

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advisers

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adviser platform

Experience transparent brokerage and exceptional support.

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Over 130,000

Over 130,000

Australian investors

AU$60 Million+

AU$60 Million

Traded daily on the platform 

AU$16 billion+

Funds Under Administration  

Empowering everyday Australian
Empowering everyday Australian

Advanced tools and services. Happier clients.

Cost-effective and intuitive, the Selfwealth Adviser platform streamlines your back-office administration. Via the user-friendly client portal, advised clients can easily and securely view their portfolio and even make trades themselves. It’s a smoother experience for both you and your clients, reducing time spent on administration and more time on your clients. 

Selfwealth holds AU$16B+ funds under administration and provides share trading services for over 130,000 Australian retail investors.

Cost-effective and intuitive, the Selfwealth Adviser platform streamlines your back-office administration. Via the user-friendly client portal, advised clients can easily and securely view their portfolio and even make trades themselves. It’s a smoother experience for both you and your clients, reducing time spent on administration and more time on your clients. 

Selfwealth holds AU$16b+ funds under administration and provides share trading services for over 130,000 Australian retail investors.

Learn more about Selfwealth

Learn more about Selfwealth

Everything you need to manage client investments

With advanced portfolio management tools, you can enhance your client offering and make well-informed, timely trading decisions while streamlining your operations.

Transparent brokerage

The Selfwealth Adviser platform offers $9.50 AUD brokerage for every $70,000 parcel of AU shares traded. Higher tiered parcels are also competitively priced. Enjoy the certainty and cost savings of no hidden or account keeping fees.

Dedicated support team 

Selfwealth Adviser access comes with your own dedicated Business Development Manager (BDM) – locally based and at your assistance when you need support.

Online client portal

Empower your clients with access to an online portal, managed and overseen by you. With one quick and secure log in, clients can view their portfolio and performance from anywhere, at any time.  

Data feed integration

Seamlessly integrate data feeds into BGL Simple Fund 360 and Class Super to make administration of your investment and self-managed super fund (SMSF) clients simpler than ever. Less manual work reduces the chances of errors and saves time and money for both you and for your clients. 

Non-custodial, HIN-based

Shares held on the Selfwealth platform are CHESS-sponsored and registered in your client’s name as the beneficial and legal owner. Holdings are protected in the event of any issues with the CHESS sponsor. 

Smart portfolio tools

Create model portfolios, set custom fee groups, and get bulk and individual portfolio insights at a glance. All of this and much more is possible on the Selfwealth Adviser platform, helping you and your team achieve more in less time. 

Dedicated support you can rely on

Meet our experienced team of business development managers, dedicated solely to supporting you on the Selfwealth Adviser platform and improving your SMSF portfolio management experience.

Dedicated support you can rely on

Brendan Mutton

Brendan Mutton

Head of Sales

Head of Sales

Odette Rakach

Senior Business Development
Manager

Senior Business Development
Manager

Nicholas Oslear

Senior Business Development
Manager

Senior Business Development
Manager

Join the Adviser platform

Join the Adviser platform

The support from Selfwealth is exceptional.

The support from Selfwealth is exceptional.

Selfwealth is an intuitive and highly effective brokerage platform that has been invaluable in helping our clients manage their investments. It offers a user-friendly interface and a wide range of useful features, making it our top choice for our clients’ trading.

The platform’s transparent pricing, detailed portfolio tracking, and advanced research tools enable us to provide tailored advice and optimise investment strategies.

In addition, the support from Selfwealth is exceptional; our dedicated business development manager and support staff have been fantastic to deal with, always going above and beyond to assist with any queries. 

Goran - Director and Financial Adviser

Testimonials

  • Would highly recommend to other advisers

    We have been using Selfwealth for a number of years and have found the platform easy to use and cost-effective for our clients. The Selfwealth team are friendly, easy to deal with, and happy to spend time with our team to answer questions and train us when required. Would highly recommend.

    Tanya - Director/Financial Planner

  • Selfwealth has proven to be an exceptional starting point for our clients

    We're a boutique financial planning practice with a focus on empowering mature women on their journey to financial independence. Selfwealth has proven to be an exceptional starting point for our clients with a robust platform, low brokerage, and a comprehensive view of portfolio performance. Selfwealth is easy to use, and their team is responsive and supportive. For anyone looking to start, or enhance, their investment journey, especially those empowering women towards financial independence, we highly recommend Selfwealth.

    Natallia - Director

  • My share trading platform of choice

    As a fixed-fee-for-service adviser, the flat brokerage from Selfwealth fits nicely within my model. Selfwealth has become my share trading platform of choice and is now an integral part of my advice business. It has created efficiencies and cost savings for both my business and my clients. Any issues are addressed with speed and a genuine desire to help; they even listen to my specific requests and work towards including them in the offering. I highly recomment to anyone looking at their options for listed investment trading.

    Stephen - Director

  • Selfwealth truly know how to make an impact

    Direct share trading as an adviser has become increasingly difficult over the years with increasing costs, compliance concerns, and reporting requirements. Therefore, finding a direct broker that worked for us and with us was of the utmost importance. Selfwealth has not only provided a great flat cost per trade, it also has free independent research on the ASX Top 500, plus a team who go above and beyond when it comes to support. If I need anything at all, I only need to make one call and it is done every time and without fail. Selfwealth know how to make an impact, add value, and get it done efficiently.

    Michael - National Practice Manager

  • A great low cost solution for all of our clients

    We have found the Selfwealth trading platform very easy to use and at a great low cost for all of our clients regarless of size or account type. The Selfwealth team have also provided us with great support and assistance, making it easy for us to get business done while ensuring a great customer experience for our clients.

    Stephen - Principal Financial Adviser

  • Would highly recommend to other advisers

    We have been using Selfwealth for a number of years and have found the platform easy to use and cost-effective for our clients. The Selfwealth team are friendly, easy to deal with, and happy to spend time with our team to answer questions and train us when required. Would highly recommend.

    Tanya - Director/Financial Planner

  • Selfwealth has proven to be an exceptional starting point for our clients

    We're a boutique financial planning practice with a focus on empowering mature women on their journey to financial independence. Selfwealth has proven to be an exceptional starting point for our clients with a robust platform, low brokerage, and a comprehensive view of portfolio performance. Selfwealth is easy to use, and their team is responsive and supportive. For anyone looking to start, or enhance, their investment journey, especially those empowering women towards financial independence, we highly recommend Selfwealth.

    Natallia - Director

  • My share trading platform of choice

    As a fixed-fee-for-service adviser, the flat brokerage from Selfwealth fits nicely within my model. Selfwealth has become my share trading platform of choice and is now an integral part of my advice business. It has created efficiencies and cost savings for both my business and my clients. Any issues are addressed with speed and a genuine desire to help; they even listen to my specific requests and work towards including them in the offering. I highly recomment to anyone looking at their options for listed investment trading.

    Stephen - Director

  • Selfwealth truly know how to make an impact

    Direct share trading as an adviser has become increasingly difficult over the years with increasing costs, compliance concerns, and reporting requirements. Therefore, finding a direct broker that worked for us and with us was of the utmost importance. Selfwealth has not only provided a great flat cost per trade, it also has free independent research on the ASX Top 500, plus a team who go above and beyond when it comes to support. If I need anything at all, I only need to make one call and it is done every time and without fail. Selfwealth know how to make an impact, add value, and get it done efficiently.

    Michael - National Practice Manager

  • A great low cost solution for all of our clients

    We have found the Selfwealth trading platform very easy to use and at a great low cost for all of our clients regarless of size or account type. The Selfwealth team have also provided us with great support and assistance, making it easy for us to get business done while ensuring a great customer experience for our clients.

    Stephen - Principal Financial Adviser

FAQs

What are the brokerage fees for Selfwealth Adviser accounts? Are there any costs other than brokerage?

How do I add my adviser fees using the Selfwealth platform?

How do I add and manage model portfolios?

What is the ownership structure for assets held on the Selfwealth Adviser platform?

Can an advised client trade on their own account?

Does Selfwealth offer tax reporting for Selfwealth Adviser platform clients?

How do I access the Selfwealth Adviser platform?

How do I set up a new application for an advised client?

How do I place a trade for an advised client?

Does Selfwealth offer data feeds into financial planning and accounting software?