Welcome to CommSec Advisory.
We’re CommSec’s full-service share trading and investment advisory team, where our experts work with you to help achieve your investment goals.
You'll have your own personal adviser liaising with a team of financial advisers around Australia, as well as specialist researchers and market strategists. They’re committed to assisting you to build your wealth, through a range of investment strategies.
Explore our suite of services and get in touch to see how we can help you achieve your investment objectives.
We offer a complete suite of portfolio and tailored investment opportunities across key asset classes.
We offer investment opportunities in Australian equities, warrants, options and margin lending as well as hybrid securities and structured products. The Group's team of research analysts cover 95% of the ASX200, while local and global markets are covered by its team of market researchers, including specialists in international economics, currency strategy and Asian markets.
CommSec Advisory clients can be offered priority access to IPOs. The Group has a robust and prudent IPO selection process with strict criteria to manage the degree of speculation. The Group's highly experienced Equities Capital Market team has raised over $10bn over the last 3 years across IPOs, Hybrids and Placements.
ETFs are the fastest growing investment product in the world, offering an efficient and cost-effective way to diversify. An ETF is a basket of securities designed to replicate particular indices, sectors or commodities, and are listed on the Australian Stock Exchange. ETFs also offer access to international equities, emerging markets and additional yield strategies.
Investing in international markets can offer you exposure to industries and companies that are not available in the Australian share market, which makes up less than 2% of global markets by capitalisation. We draw upon the Group's award winning global research and CommSec Advisory experienced international advisers who construct international equity portfolios from 1,600 global stocks.
Fixed income investments add diversification and can protect the value of a portfolio during times when equities experience a downturn. Most investors can benefit from some element of fixed income. We can assist in buying Commonwealth and State Government bonds as well as bonds issued by large corporates such as Telstra, Woolworths and BHP Billiton.
Drawing on our complete suite of services across key asset classes, we can construct your portfolio from the ground up or renovate and rebalance an existing portfolio.
Review our collective strategies and products that facilitate wealth creation.
With the larger framework of the Commonwealth Bank we have considerable resources and intelligence to help clients take a big picture view and make better decisions in this area. Borrowing to invest is an excellent strategy provided it is actively and responsibly managed.
Market volatility creates opportunities in the short term, but requires specific discipline around stock selection. Your investment adviser will actively manage short-term trading opportunities on your behalf.
Your ACA operates seamlessly with your CommSec Advisory investment portfolio. It provides high at call rates with no account keeping fees. It can be connected to a term deposit facility which offers even higher rates for funds you are prepared to park longer term.
With interest rates and term deposits at reduced rates, a significant number of clients are naturally looking to optimise yield beyond the assured return of cash and term deposits. Your investment adviser can give you individual advice.
Your investment adviser can help you develop and implement an effective investment strategy for your self-managed super fund, then take care of the day-to-day investment decisions using a methodical and disciplined approach.
CommSec Advisory can create a WRAP platform so that all your investments can be conveniently managed through one central account.
Our high levels of individual client contact and expert advice are best suited to time-poor investors who are seeking to create wealth and looking for assistance.
As a guide, most Advisory clients:
- Own a share portfolio with a current market value of $400,000 or more
- Have a margin loan with a credit limit of $300,000 or more
- Have cash reserves of $300,000 or more available for investment
In addition, would you need:
- advice on achieving your financial goals?
- more information to make trading decisions?
- personalised advice?
- a sounding board on trading and investment decisions?
- access to quality research?
Or would you like:
- clear risk management information?
- access to comprehensive stock and sector research?
- access to deal flow through IPOs and placements?
In an ongoing video series, our advisers help put the economic and corporate events happening within Australia and abroad the coming week into context.
These videos help to summarise the market events that could have an impact on your investments or lead to potential new investment opportunities.
We can help you build or review a share portfolio.
You don't have to become a client of CommSec Advisory to benefit from our expertise and investment advice. Our One Off Advice service can help you:
- Design a portfolio of shares to suit your long-term objectives.
- Check that your current share portfolio is on track to help you meet your goals.
- Customise your approach to suit a growth, income or defensive equities strategy.
Contact us to arrange an obligation-free discussion around your goals, assets, cash flows and risk tolerance.
If you choose to proceed, your adviser builds you a personal profile and emails it for your approval. This will form the basis of their recommendations.
Your adviser then constructs a tailored share portfolio and contacts you within five business days to take you through it - in as much or as little detail as you need. Their recommendations are documented in a Statement of Advice.
- You currently hold over $50,000 in cash or shares, either personally or in your SMSF.
- You want to manage your own portfolio but could benefit from some expert guidance.
- You prefer to invest for the medium to long-term.
- New portfolio construction: $550 (including GST).
- Existing portfolio review and construction: $880* (including GST).
- If you’re a CommSec One** client, receive a 20% discount.
Customisation
A professional portfolio recommended to suit your objectives.
Reassurance
Confidence that your current share portfolio is optimised to help meet your goals.
Value
A fixed one-off price with no ongoing fees or charges.
Time-savings
An adviser will assess or tailor a portfolio to your needs, saving you time and effort.
Rob Watts (Perth)
We met with a client referred from a CommSec Client Service Officer, a former investor whose activity had fallen off due to a lack of confidence and recent knowledge - they hadn't made a single trade since 2014. The current instability of the market has unsettled him further, creating another barrier to meeting financial goals.
The client had two accounts, an SMSF and an Individual with assets greater than $1M.
The client needed to regain confidence to resume trading. For that he needed to gain trust, information and solid advice. The client wanted an investment strategy and portfolio without being sure of how to go about it. The client was extraordinarily busy and didn't have the time to devise and implement a strategy. He had a portfolio that had not been reviewed or updated, let alone maximised for the current environment.
The client was strongly reassured by the experience and proactive service of the CommSec Adviser. He was provided with a clear path forward despite the volatility and uncertainty in the current market. Being time poor, the client was relieved to have an Adviser manage his positions so he didn't have to worry about it himself. With expert help, the client set an investment strategy, which would be of benefit for years to come.
With this approach the client was able to implement an investment strategy to meet his objectives on a portfolio which would have otherwise remained unchanged and unsuitable to the current market environment.
