For Advisers
We support advisers with products and services to help them provide trading, cash, and lending solutions to Australian Investors.
Our in-depth knowledge of the intermediary market and the challenges advisers face puts us in the perfect position to be able to support their needs.
For Institutions
We understand that every client and their business is unique and requires a bespoke service. That’s why we aim to work with our clients to understand their needs and develop solutions.
We can provide a range of solutions from a simple branded online trading website to a fully-integrated, end-to-end share trading and portfolio administration service embedded in your existing platform or business.
Contact a BDM
Talk to us about how we can help make it easy.
Email Us
We’d love to help. Send us an email.
1800 252 351
8.30am - 6.00pm, Monday to Friday.
Our platform, your proposition
Our packages are designed for advisers needing an ‘out of the box’ direct trading solution. Enjoy the experience and innovation of the leading CommSec online trading platform plus additional features for advisers trading on behalf of clients.
Trading
When it comes to gearing, we wrote the book
An Investment Loan can be an effective way to offer your clients greater value through investment strategy diversification. Established as Colonial Geared Investments in 1996 and backed by the Commonwealth Bank of Australia, the CommSec Adviser Services Investment Loan has built a strong reputation on features and value for money.
Investment Loan
A safe, simple and powerful cash management service for investors
Incorporating the Commonwealth Bank’s Accelerator Cash Account (ACA) and Term Deposit products, the Cash Management Service acts as a convenient, fully-featured cash hub for advisers and their clients.
Accelerator Cash Account
Term Deposit
Self Managed Super Funds
Looking after your clients’ SMSFs can be a time-consuming process. So it’s good to know that there’s a way to make managing and reporting on your clients’ SMSFs easier.
Through CommSec Adviser Services, your clients have access to the essential products needed to manage their SMSFs through a single hub: a cash account and a share trading account. With data-feeds that seamlessly integrate with your software, managing your clients’ SMSFs is more streamlined and efficient than ever.
SMSFs
Our license, your brand
Designed for Financial Institutions looking to offer their clients an ‘out of the box’ direct trading solution backed by extensive back office administration and call centre support. Control the client experience by adding your branding to the website while avoiding the technology and compliance obligations usually associated with maintaining an online trading website or Marketing Participant status.
Taking the burden out of portfolio administration
A combined portfolio solution including administration, reporting, online corporate actions management and more. Perfect for super platforms, financial planner dealer groups and stockbroking firms searching for an end-to-end administration solution.
Let us support you to support your clients
If you need a high level of customisation and flexibility, find out more about Equities Administration. We can enhance your existing website or platform with tailored administration including tax reporting and/or online corporate actions management.
Our trading solution, your platform
If you represent a financial institution, Wrap Platform, or if you’re a Fund Manager, our Trade Execution Services are for you. Find out how our suite of services enable you to offer trading of ASX listed equities, warrants and options plus more … while retaining control of the front end client experience.
Sitemap| Important information | Privacy policy | Ausiex Financial Services Guide
This website contains general information for advisers only and does not take into account any individual objectives, financial situation or needs. Investors should read the relevant disclosure document and seek professional advice before making any decision based on this information. This website has been produced by Australian Investment Exchange Limited (AUSIEX) ABN 71 076 515 930 AFSL 241400 under the brand CommSec Adviser Services (CAS). CAS is a brand of Commonwealth Bank of Australia (the Bank) ABN 48 123 123 124 AFSL and ACL 234945. AUSIEX and CAS are wholly owned but non-guaranteed subsidiaries of the Bank. AUSIEX is wholly owned but non-guaranteed subsidiary of the Bank. Share trading is a service provided by Australian Investment Exchange Limited (AUSIEX or Participant) ABN 71 076 515 930 AFSL 241400, a participant of the ASX Group and Chi-X Australia. The Commonwealth Bank Accelerator Cash Account and Term Deposit are deposit products issued by the Bank and administered by AUSIEX under the CAS brand. Lending products under the CAS brand are provided by CBA. Investment loans are administered by its wholly owned but non-guaranteed subsidiary Commonwealth Securities Limited (CommSec) ABN 60 067 254 399 AFSL 238814, a participant of the ASX Group and Chi-X Australia. Unless expressly disclosed in the disclosure documents, the Bank and its subsidiaries do not guarantee performance of products or the repayment of capital.
The validation and interactive prompts throughout the online application help ensure all information is complete and correct before application submission. The result is faster processing due to less rework because of missing or incorrect information as compared to our pdf applications.
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Continue with the PDF client application form
Online validation for requests means you get a response on the likely success of the transfer instantly compared to a paper form. The result is faster processing due to less rework due to registration details not matching.
Continue with the PDF transfer form.