Portfolio construction

Building success.

Our Wholesale Advisory team of experts provides equities advice to third party AFSL holders. Working with our investment advisers, they'll partner with your business to create wholesale equity investment solutions.

Our Portfolio Review Service is an easy and efficient way to manage your clients' equity investments. Our Investment Advisers take over the time-consuming duties of share market research and report writing, allowing you to concentrate on your clients.

To find out more contact Peter Truong or Nick Bugryn on 03 9675 6854.

Wholesale Advisory is a business unit of Commonwealth Securities Limited ABN: 60 067 254 399 AFS Licence No: 238814