For Financial Planners & Advisors

Partner with the investment firm that offers your clients a choice of low to medium-risk funds, streamlined reporting for you and your client, and a level of service that most institutions cannot provide. The Australian Securities investment team works to strict standards and is an expert in providing investments that meet strict due diligence requirements.

Why us

With the origins of its business dating back to 1925, Australian Securities is recognised as one of the country’s most established and reliable, private financial service providers.
Australian Securities is overseen by a Board and Management Team who brings sound company management and compliance with prudential and fiduciary standards, ensuring stringent oversight, transparency and ethical conduct.
Australian Securities Limited hold an Australian Financial Services Licence to be the Responsible Entity and Custodian for Australian Securities Income Fund, the Australian Securities Property Fund and the Australian Securities Term Fund which are all registered managed investment schemes. Australian Securities Limited holds an Australian Credit Licence to be a Credit Provider. For more information on Australian Financial Services licensing, visit Australian Securities & Investments Commission
At Australian Securities, we believe that being open and transparent about our fees, cost structures, loans and investments is imperative to building long term rewarding relationships, while helping existing and potential clients make informed choices.

The Benefits of Partnership

Compatible reporting

Access electronic statements and regular fund performance updates to keep you updated on current Fund performance. Reporting is compatible with XPlan.

Reduced fees

Your Advisory clients will receive lower entry and management fees when investing in any Australian Securities Investment Fund.

Monthly fees sorted

Financial Advisors have access to the Australian Securities’ Finance Fee Payment system, which ensures timely fee payments upon payment of monthly investment interest.

Stay Informed

Keep abreast of client investments, access statements, and check interest or fee payments using our online platform.

Your client remains yours

Clients introduced to us remain yours. Whilst we facilitate their investments, their core relationship remains with you as their advisor.

Free Finance Fee Payment Facility™

The Australian Securities Finance Fee Payment Facility provides a better payment alternative to commissions while securing your future business. It is a free, transparent service for you and your client to easily facilitate fees and ongoing trail payments.

Offer your clients a range of investment products designed to deliver results with lower risk whilst maintaining control of your client relationship. Partner with us today.