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Employment |
Direct Advisers Pty. Limited,
holds Australian Financial Services License number 236855 issued by the
Australian Securities and Investments Commission (ASIC). We are a firm committed to providing an extremely high level of financial planning, investment
advisory and superannuation services to clients, as well as the ongoing
management of investment portfolios.
No
Ties
It is our strongly held belief that investors should receive advice, which is totally free of influence. Therefore we have no ties to any funds management institutions such as banks, insurance companies or fund managers. Thus no funds management institution can pressure us to recommend its investment products to you. This means we work for you, not for a financial institution.
Your interests are our central concern.
Direct Advisers
can trace its origins back to 1986. We have a
dedicated team of advisors and support staff who believe in providing
not only the most professional financial advice and service, but also
provide it in a comfortable and friendly atmosphere.
Personal
advice is provided by the directors who have combined financial
planning experience in excess of thirty three years.
As Financial Planners, the aim of our service is to provide the best possible advice to you in the areas of financial planning, portfolio management, superannuation, life insurance and home lending to produce the optimal outcome which we customise to your specific needs. If you have any questions give us a call or email us.
We
can help you to achieve your goals.
We
are able to provide you with unbiased advice in the following areas:
| Financial
planning and investment advice |
| Investment
portfolio management |
| Retirement
income planning |
| Direct Placement of managed funds with no entry fees |
| Advice
on Social Security and Veteran Affairs benefits |
| Redundancy
counselling and advice |
| Superannuation
planning (trustee and personal self managed funds) |
| Advice
on government investment legislation |
| Savings
and wealth accumulation strategies |
| Negative
gearing |
| Discount
sharetrading - on market transactions (through Andrew West & Co
Limited, Member Corporation of Australian Stock Exchange) |
| Risk management - income protection, trauma and life insurances |
| Financial coaching and mentoring |
| Home loans and mortgages |
Research
To
assist us in the provision of the most comprehensive financial planning
advice, we obtain independent research from VanEyk, Assirt and Investorweb, which are widely recognised as Australia’s premier
investment research houses. Together these research houses and Andrew
West render the following services to our practice:
| Comprehensive
investment research data |
| Investment grade lists |
| Asset allocation models |
| Ongoing
professional development and training |
| Real
time on line access to the Australian Stock Exchange allowing us to
immediately execute orders to buy and sell shares for our clients. |
| Research on direct shares. |
ADVICE AND FINANCIAL PLANNING SERVICES
DISCOUNT MANAGED FUNDS - Up to 100% Rebate of Entry Fees
STRATEGIES & INVESTMENTS
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Contact us: enquiries@directadvisers.com.au
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