Specialisation

Specialisation

Superannuation

  • Industry superannuation
  • Corporate superannuation
  • Master trusts
  • Personal superannuation
  • Self managed funds

Funds management and stockbroking

  • Research
  • Operations
  • Strategic management
  • Analysis
  • Trading
  • Asset allocation
  • Corporate finance
  • Risk management
  • Private client advisory
  • Portfolio administration

Financial planning

  • Financial planning and advisory
  • Paraplanning
  • Business practice development
  • Compliance

Insurance

  • Life insurance
  • Group insurance
  • General insurance

Compliance and risk management

  • Compliance management
  • Risk management
  • Corporate governance
  • Audit
  • Company secretarial functions

Sales and marketing

  • Business development
  • Client relationship management
  • Marketing management
  • Marketing support