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Our portfolio administration solutions reduce the administrative burden of managing your investment portfolio, provide detailed reporting, and efficiently deal with corporate actions on your behalf.
Our portfolio administration solutions (also known as a wrap service) bring all your investments together around a central cash account. This enables easy administration of your portfolio as all buying, selling, reporting, and maintenance of investments occur in one place. The cash account will be used to credit all cash investments and transfers, buy investments, receive income from investments, receive proceeds from the sale of investments, and pay any fees, taxes, and charges related to your portfolio.
Available investment options (in addition to the wrap cash account) include Australian listed securities, international listed securities, managed investments, SMAs (Separately Managed Accounts) and term deposits. Using a wrap service, we can efficiently process corporate actions according to your instructions, including initial public offerings (floats), placements, takeovers or schemes of arrangement, share buy-backs, share/securities purchase plans, rights issues and share splits/consolidations.
You can go online at any time to view an up-to-date picture of your investments and generate useful portfolio reports such as asset allocation, investment transactions, cash transactions, income and expenses, unrealised gains/losses and realised gains/losses. Your investment income and capital gains/losses will be tracked for you in any given financial year, and a consolidated tax report for your investment portfolio will be provided.
Financial planners generally focus their investment recommendations around managed funds, whereas full-service brokers specialise in listed securities. By combining specialist knowledge in both of these areas of advice, we offer a more comprehensive range of expertise to help and support our clients.
Accompli Wealth is deeply committed to helping clients manage, preserve, and grow their wealth, with over 25 years of experience in financial services. As a CERTIFIED FINANCIAL PLANNER® professional, we undergo extensive ongoing training, meet the Financial Advice Association of Australia’s experience requirements, and commit to the highest ethical standards when advising our clients.
Andrew Davies – Founder of Accompli Wealth
We specialise in evaluating a company’s current and potential performance for investment purposes and presenting this information to clients in a way that aligns with their knowledge.
Over 25 years of trading experience ensures new clients receive extensive support when constructing an investment portfolio that includes listed securities, ETFs, and managed investments.
Gain access to our knowledge and benefit from Accompli’s deep understanding of how the share markets function, exclusive industry research, and share market valuation methods.
At Accompli Wealth, we help clients navigate the future. Combining expert Wealth Management and Investment Advice to build and preserve your wealth.
adavies@accompliwealth.com.au
0438 650 557
Andrew Davies is an Authorised Representative (No. 1005128) of PGW Financial Services Pty Ltd (AFSL No. 384713). Accompli Wealth Pty Ltd is a Corporate Authorised Representative (No. 1236970) of PGW Financial Services Pty Ltd (AFSL No. 384713). This website contains strictly factual information and/or general advice and does not constitute personal financial product advice. The content of this website does not take into account your personal financial situation, needs or objectives, and you must determine whether it is appropriate for your situation.
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