Using listed securities in financial planning

Learn how the use of listed products has helped their businesses grow. Find out how these financial planners use listed products to increase client wealth:

Malcolm Phillips - Financial Services Partners - Malcolm has been using ASX-listed products as a core component of his successful business for the last 7 years. Read why Malcolm uses listed securities to improve the level of service in his financial planning business ..... and more.

Richard Heffernan - BMR Financial Group P/L  - Richard uses a range of listed securities including shares, hybrids and instalments to add value to his client portfolios. Read an interview with Richard and learn how he manages listed securities in his financial planning business ..... and more.

Phil Clinton - Newell Palmer Securities Pty Ltd - Phil has been advising clients on ASX listed products for over 20 years. The ability to control capital gains tax implications and tailor portfolios to meet specific client objectives are, in Phil's opinion, major benefits of going direct. Read how Phil recommends financial planners use ASX-listed products to grow client wealth ..... and more.

Scott Mildren - Peppin Planners - Scott's firm has attracted larger clients because they have been able to offer their clients listed investments as a part of the financial planning process. Scott says that the higher net worth clients "didn't see us (Peppin Planners) as being  just a flogger of managed funds". Read how Scott uses ASX-Listed products in his business as a hobby rather than a chore ..... and more.