Corporates & Institutions » Intermediary Services

The Ord Minnett Intermediary Services Desk provides specialist full-service stockbroking capabilities to Financial Planners and other Intermediaries whose clients utilise ASX listed investments. We offer access to Ord Minnett’s comprehensive research service, portfolio proposals and reviews, as well as professional management and execution of orders at competitive rates.

Collectively, the Intermediary Services Desk has over 35 years experience in the Australian equities markets, and since our beginnings in 1999, we have expanded to provide full-service stockbroking services to a number of Australasia's leading financial services groups.

Why do Financial Planning groups use our Intermediary Services Desk?

• A specialist equities approach with a value-added offer relative to execution and order management
• Able to deliver a range of value added services; corporate transaction deal flow, Fixed Interest products
• Portfolio advice and modelling in a limited Statement of Advice format
• Strong equities research offer that tailors JPMorgan coverage specifically for the needs of Financial Planners
• Model Portfolios with track records designed specifically for the Planner market; Growth, Income, Property Trust and Hybrid Securities
• Capable risk management including an ISD Investment Committee
• Convenient - we are easy to do business with
• Hands-on relationship management approach – conference calls, visitations, equities roadshows etc. – for Financial Planners and their clients.