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.