Sharebroking

Wakefield Partners advisers act as representatives of ABN AMRO Morgans Financial Planning Pty Ltd, a member of the ABN AMRO Morgans group.

This provides us with access to the full sharebroking facilities of one of the largest broking groups in Australia, with international connections.

We provide "full service broking" for our clients which includes;

  • up to date research on major and small companies,
  • access to floats and initial public offerings,
  • advice on portfolio construction and maintenance,
  • share sale and purchase.

Sharemarket Opportunities

The Australian Stock Exchange provides a range of investment opportunities for investors. As well as listed companies other attractive investments include;

Listed Property Trusts
A convenient way for small investors to benefit from investment in commercial, industrial, and retail properties.

Interest Bearing & Hybrid Securities
High yielding interest paying securities that can provide flexibility and liquidity.

Listed Investment Companies
A convenient way for the small investor to gain access to a broad portfolio of blue chip companies

To find out more about the sharemarket visit www.asx.com.au

You can visit the ABN AMRO Morgans website at www.abnamromorgans.com.au

At Wakefield Partners we can;

  • design a share portfolio for you depending on your need for income and capital growth,
  • review your current shares and make recommendations,
  • develop a strategy which can provide tax effective income in a cost effective package.

Contact us at wakefield@leegreen.com.au or talk to us on 08 8333 2488.