Stockbroking Services
A Kerr Allan Financial advisor will work with you to understand your investment requirements. We can tailor a portfolio to your needs and offer a quality advisory service built to your specific requirements. With our guidance you manage the portfolio and our role is simply to advise and execute. We keep you informed at every stage of the transaction. This is not limited to advice on what to buy and sell, but extends to advice and timing on the execution itself, an area often overlooked by execution only services. Whether or not you choose to act on our advice is entirely up to you, but we believe you will appreciate our guidance.
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Our Service Providers
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DIRECT BROKING SERVICES
We use primarily the CMC Markets broking platform as our execution and clearing agent for the Kerr Allan Stockbroking service. Both the adviser and the client have online access to see the portfolio, and CMC Markets provide basic reporting with cash and trading statements. In some circumstances we may also use the third party offering from Bell Potter Securities. PORTFOLIO SERVICES Kerr Allan Financial makes recommendations to the Investor Directed Portfolio Service (IDPS or wrap). HUB24 administer and run the Kerr Allan non-unitised model portfolio’s on the client behalf. If you prefer a more hands off approach you can invest in one of the Kerr Allan Financial model portfolios.The most popular is the Kerr Allan ASX200 Enhanced portfolio. This invests in 12-20 ASX top 200 Australian stocks, and from time to time options are written against the stock to enhance income. The Product Disclosure Statement has details. The HUB24 Investment Service provides a platform to access the Kerr Allan model portfolio’s. HUB24 has comprehensive client investment solutions in a single account, where they gain the benefits of collective investments and beneficial ownership of the underlying securities. The Service allows the client to consolidate their portfolio of investments for which they remain the beneficial owner, and still be given guidance by investment professionals. As at Nov 2015 Hub24 has in excess of $2 bill under administration. |