Full Service Stockbroking

Features and benefits

Full Service Stockbroking provides investment advice, market-leading research and comprehensive broking services across a broad range of trading products.We are the number one Full Service Stockbroking arm in Australia by market share^*

Our advisers can help you achieve investment success through personalised share investment advice. We offer a range of stockbroking strategies and solutions to help meet your needs including:

• portfolio construction, investment selection and trade execution
• access to Initial Public Offerings (IPOs)
• derivatives trading
• investment planning advice.

 

Important information

The Terms and Conditions of the Full Service Stockbroking application booklet have been updated. The changes will take effect from 1 July 2010. Please click here for more information.

More information

Wealth of options

Whether you prefer complete control over your investment decision making, an interactive relationship with a full service stock broker, or the support of a team of professional portfolio managers, we have a service that caters for your relationship needs.

Access to exclusive investment opportunities

Your Macquarie Private Wealth adviser can give you access to investment opportunities not available elsewhere. Your adviser can access resources within Macquarie to distribute innovative products and services offered by Macquarie, as well as sourced from other leading external providers.

Award-winning research

Macquarie’s highly ranked institutional research analysts provide daily briefings to Macquarie Private Wealth advisers. This means that you adviser is at the forefront of events which may impact the markets and your portfolio.

Macquarie's Australian equity research was rated No.1 in the BRW/East Coles survey of Australian institutions in 2008 and No.1 by Australia's leading fund managers in Peter Lee Associates' 2006, 2007, 2008 and 2009 reviews with 50 of the largest institutional investors.

Direct access to deal flow

Macquarie Private Wealth has extensive hands on experience across a variety of capital raisings. Macquarie Private Wealth can provide access to deal flow including Initial Public Offerings and placements.

A wealth of knowledge

Macquarie Private Wealth is the largest broking house in Australia in terms of market share . With dedicated teams in major cities, this allows you to access to advisers with local knowledge, backed by the strength of Macquarie’s global offerings.

Services

Our Full Service Stockbroking service includes:

• Personal advice across a full range of investment options
• Access to domestic and international share and derivatives trading (executed by your adviser)
• Access to listed and non-listed investments including managed investments, property investments and alternative investments such as private equity and hedge funds
• Margin lending
• Cash management including money market services
• Access to market leading equity research from researchers and analysts
• Complete broking and investment transaction services
• Review of your portfolio on request

Things to consider

There are a range of things that you need to consider before you get started, or should discuss with your adviser if you have not already.

 Your financial goals

• What are your short, medium and long term financial goals?
• Are you looking to generate income, achieve long term capital growth or diversify your investment portfolio?
• Do you have specific savings goals that you are working towards such as building a deposit for a home or investment property or are you looking to maximise your wealth for retirement?

Your financial circumstances

• What are your current income and taxation levels?
• What investments or assets do you have and how are they structured?
• What regular expenses or loan repayments do you need to meet?

Your risk profile

• What levels of risk suit you?
• Are you comfortable with debt or fluctuating investment values or do you prefer the security of long term or low risk investments?