Investment Services Transition
By Andrea Theouli
We have created a post on the adviser portal where we will keep information and collateral related to the Mercer and Desktop Broker training sessions. The post will be updated as resources are collected. You can access these here.
Bell Potter research via Desktop Broker
Advisers who are authorised to provide advice on securities would have received an email from Andrea about how to gain access to the Bell Potter qualitative research and Buy/Sell Signals quantitative research via Desktop Broker. If you have not yet provided the requested information, you can do securely so here.
In This Edition:
| · A note from Annick
· Investment Services Transition |
· Setting up a referral arrangement
· Kaplan professional Study Period 6 · Government Stimulus for self funded retirees |
Investment Services Transition
By Andrea Theouli
We have created a post on the adviser portal where we will keep information and collateral related to the Mercer and Desktop Broker training sessions. The post will be updated as resources are collected. You can access these here.
Bell Potter research via Desktop Broker
Advisers who are authorised to provide advice on securities would have received an email from Andrea about how to gain access to the Bell Potter qualitative research and Buy/Sell Signals quantitative research via Desktop Broker. If you have not yet provided the requested information, you can do securely so here.
In This Edition:
| · A note from Annick
· Investment Services Transition |
· Setting up a referral arrangement
· Kaplan professional Study Period 6 · Government Stimulus for self funded retirees |