Advisory Service

The Advisory Service is headed up by BBY Group advisor William Chien.

William is an extremely experienced advisor, he has been involved in the financial markets for twenty years and provides advice in Equities, Options, CFDs, Forex and Futures.

Investors can speak direct to the advisory team on 07 5504 2244.

The Advisory Service offer expert investment advice, market research, education and competitive brokerage rates.

As a client, a personal advisor will be dedicated to provide you with investment recommendations and access to market leading research. Clients have access to daily market reports, in-depth account reporting and personal management of investments.

The team of advisors are specialise in assisting everyone from the first time investors to experienced professionals, with a strong focus on service, flexibility and innovation.

Whatever your individual investment goals, the advisory team will be able to assist you in a friendly professional manner.

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Advisory Service Recommendations include the following services:

  • Detailed investment recommendation email, combined with phone call to discuss the recommendation
  • Phone Call to amend or close trades
  • Trade recommendations and education across a full range of investment strategies
  • Access to market leading research and analysis
  • Complete broking and investment services

Portfolio Administration Service

PAS is an online performance, valuation and taxation reporting system that wraps around your investment portfolio. Along with providing daily updates of your investment and taxation positions, it provides optimisation of Capital Gains Tax (CGT) processing to assist you in maximising your after tax return – a superior feature in the market.

PAS delivers the following benefits:

  • Consolidated reporting – on all portfolio assets such as listed securities (including short selling, options & margin lending), managed funds, and any other external assets held.
  • Proactive CGT management – enabling management of CGT affairs throughout the year, and tax planning can be actioned prior to June 30 with ease.
  • Keep on top of your investments – by accurately monitoring portfolio and stock performance – compare the performance of managed funds, listed equities and direct investments in a mathematically correct manner.
  • Reduce administration – significantly reduce the administrative burden.
  • Make informed investment decisions – With portfolios revalued every day, PAS provides an environment, up to date information is available to assist in informed decision making.
  • Registered ownership – The investor in PAS remain the registered owner of the investments and will continue to receive company reports. Unlike WRAP service providers, the ownership details of your investments are unchanged by the administration service.

As you would expect, security of data is of paramount importance. PAS employs special data encryption techniques to help protect your data. The service has been designed to ensure that you control who can see your portfolio and investment details – you are in the driver’s seat.

Being an Internet based service, portfolio details can be easily accessed.

PAS aims to provide tax and investment reporting features and management functionality that are superior to traditional WRAP and master trust platforms.