Stockbroking

Through our association with Bell Potter’s Desktop Broker, we offer a share buying and selling service for our clients. The brokerage payable is $20 or 0.11% per trade, whichever is the highest. This means an individual trade would need to exceed $18,181 before more than $20 is payable. As independent financial planners, we do not receive any of the brokerage charged. 100% of the brokerage is retained by Desktop Broker for its service.

Bell Potter’s origins date back to 1928 and is one of Australia’s leading stockbroking firms. We chose Desktop Broker as the preferred discount broker for our clients due to its competitive pricing, ease of use, clear, easy to understand website, and excellent reporting and service. All Bell Potter research is available free of charge. We can buy and sell shares acting on clients’ written instructions or clients can execute transactions themselves.

Existing portfolios can be transferred to Desktop Broker by completing some simple paperwork free of charge.