Our Services
FSS Advisory provides premium equities broking services to our clients on securities encompassing Australian equities and ASX listed warrants and options. FSS Advisory executes and clears all trades through Patersons Securities in addition to utilising their research as one of our sources of investment research.
FSS Advisory advocates an investment approach of clients directly owning securities within their portfolio. Unlike managed fund investors, the portfolios of FSS Advisory clients are not pooled with the money of other clients – they always remain separate and are managed in line with each client’s unique requirements and goals. This direct investment approach allows for greater investment transparency, portfolio flexibility, tax advantages and fee minimisation, which all assist investment performance.
Our equities broking service covers a number of areas including:
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Direct trading in securites including shares quoted on international exchanges
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Direct trading in derivatives including options and warrants on the ASX
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Access to leading edge research and publications
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Advice on floats and new issues by companies listed on the ASX
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Comprehensive portfolio administration services
FSS Advisory also offers a complete range of personalised financial planning services, backed by prompt personal customer service. Financial planning is a dynamic process in which your goals and objectives will constantly change throughout your life.The complexities of financial markets along with the ever-changing superannuation rules, social security and estate planning issues make quality financial planning of prime importance.
At FSS Advisory our financial planning services work in collaboration with our equities broking advice and include:
We look to build long term relationships with our clients and our personalised service allows clients to gain the advantage of dealing with a team who understands your investment objectives, and has the knowledge, insights and experience to provide sound advice and recommendations.
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