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Our Services For Financial Planners & Accountants

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Corporate Authorised Representative Services for Financial Advisors

Investors Direct is recruiting corporate authorised representatives who are either seeking to take the leap of faith and start their own business or are looking to further grow their existing practice.

We offer many benefits to financial advisors including our specialised expertise in advice services for property investors which includes a range of products and services such as education, market leading products, cutting edge technology and well established administration systems and processes through our head office.

If you are interested in joining an expanding, dynamic and non-institutionally owned group, our services provide access to:

  • Access to lead generation & marketing services
  • Paraplanning services
  • SMSF set up & Documentation services
  • Residex property data & research
  • Morningstar research
  • Access to an inhouse investment analyst to build customised investment portfolios
  • An experienced and qualified head office administration team
  • Quality control and file checks
  • In-house compliance
  • Qualified and experienced business coaching to help our advisers become even more successful
  • An inhouse induction and ongoing training program to improve capability

This will assist corporate authorised representatives deliver a market leading value proposition, which provides them with:

  • An open Architecture advice model
  • A Holistic advice philosophy
  • A non-bias asset allocation investment approach
  • A broad approved product list
  • An extensive range of client solutions across Property advisory, Mortgage and Investment Portfolio construction
  • Access to our Centre of Excellence focused on delivering practice efficiencies
  • A leaner business model to enable stronger profit
  • Strong capability with SMSF advice, which will assist your business growth.

Investors Direct also have a badged Superannuation product powered by Praemium and further supported by Morningstar research, ID Super, the Super Fund for property investors.

Together with our own in-house investment analyst who provides customised investment strategy services using Morningstar research and our 20 years worth of property data, you can be confident in delivering a superior service and recommendations for your clients.

Our value proposition is focused on servicing the needs of property investors and affluent Australians and our products and services are all designed with these customers in mind. This provides a highly effective toolkit for our corporate authorised representatives.

To learn more about how Investors Direct can help you build a successful financial planning business, call us on 1300 663 836 or send us an email to invest@investorsdirect.com.au

 

Limited Authorisation Services for Accountants

Investors Direct is looking for Accountants who have a desire to increase the profitability of their business by providing SMSF Advice services to their clients, and then team up with a fully established financial planning organisation who specializes in helping property investors to take on the more holistic advice needs of their clients

Our limited authority, means that accountants with the appropriate qualifications can offer advice on SMSF set ups, whilst accessing all our specialist para-planning and advice implementation services. This frees accountants from having to have their own internal resources or infrastructure to implement thus minimising business risk. It also ensures a more professional result for their clients.

Investors Direct also have a badged Superannuation product powered by Praemium and further supported by Morningstar research. Together with our own in-house investment analyst who provides customised investment strategy services using Morningstar research and our 20 years’ worth of property data, you can be confident in delivering a superior service and recommendations for your clients.

Our Praemium SMA Investment solution, ID Super, the Super Fund for property investors TM, has the following benefits to clients and accountants alike:

  • Control and Transparency
  • Individual Tax Packaging
  • Real Time reporting, including non-custodial assets
  • Asset Class Breadth
  • Lower Trading Costs
  • Less Paperwork to lessen the burden of accounting for the fund.

Further to this, the technology behind Praemium will enable direct communication with accounting solutions such as BGL and CLASS thus enabling considerable practice efficiencies and greater delivery of your clients’ experience.

On referral of your client needs needing more detailed advice, you have the relationship with our team of authorised representatives that will deliver insurance and investment strategy services to your clients thus offering if you desire, a referral income stream for your business (for details on our Corporate Authorised Representative offer, click here)

Get licensed to increase the profitability of your business and provide a highly valued service to your SMSF and property investment clients.

Get Authorised with Investors Direct by calling 1300 663 836 or by email to invest@investorsdirect.com.au for more details.

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Investors Direct Financial Group

Investors Direct Financial Group (IDFG) was established in 2001.
Our mission is to help our clients achieve and maintain their financial freedom.

General Advice Warning: The information and advice contained on this webpage and website has been prepared for general information purposes only and does not take into account your personal objectives, financial situation or needs. It is not intended to provide commercial, financial, investment, accounting, tax or legal advice. You should, before you make any decision regarding any information, strategies, or products mentioned on this website, consult a professional financial advisor to consider whether it is suitable and appropriate for you and your personal needs and circumstances.

Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products mentioned on this website. You should also obtain and read this document prior to proceeding with any decision to purchase a financial product.

Although every effort has been made to verify the accuracy of the information contained in this document, Investors Direct, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this document or any loss or damage suffered by any person directly or indirectly through relying on this information.

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