Market Leading Brokerage

Giving advice for financial planners using direct shares has become harder because of compliance concerns, reporting requirements, platform considerations, software variables and research needs. At a licensee or AFSL level, it is even more so because supervision of advisers using direct equities for portfolio construction requires extra effort and by extension, higher costs. As such, finding a direct share broker to work with is not easy given there are less now than ever before working with advisers and the cost squeeze making margins tighter means the level of service and support has dropped across the industry. This is not the case with Selfwealth. Not only have they continued to be a leader in price (cost per trade) and service as well as providing free independent research on the ASX Top 500 but they have many excellent staff who go above and beyond the call of duty when it comes support. I can provide many examples or details but in short, if I need something, anything, a call to David means it is done every time and without fail. Regardless - if it is for myself or for my advisers, the level of service is impressive and, in the end, in an environment in which technology is making it easier for investors to go direct and advisers having more choice of how to get things done, Selfwealth truly know how to make an impact, add value and get it done efficiently.