Head of Distribution
Welcome to our Adviser Resource Centre. A place for information, insights and resources regarding commercial property investment for your clients. Explore funds open for investment, download brochures and earn CPD hours.
We’re here to let the power of property power you and your clients.
Issuers and distributors of financial products must comply with the design and distribution requirements relating to financial products for retail clients. Find out more about our commitment to DDO and how it assists consumers.
Hear how Matthew worked with Charter Hall to provide his clients with diversified and robust investment solutions to enhance their portfolios.
Yang's rigour and customer-centric approach has served him well. Hear how commercial property helped to give his clients the portfolio diversification they needed.
Hear how Ian worked with Charter Hall for one of his key clients, a retired couple in their 70s looking for a consistent income stream and low capital volatility.
AdviserServe, hosted by the registry Boardroom, provides financial advisers and dealer groups with the ability to search and access essential information regarding their clients investments, payments or forms.
As a dealer group or financial adviser, AdviserServe's 24/7 access via a desktop, laptop, tablet or mobile phone gives you the control to access your client's information in your own time.