Direct Share Portfolios

We recognise that direct share portfolio ownership an important part of many Australian's financial portfolios. Direct shares can offer a low cost way to achieve solid long term returns, but require careful planning and research to mitigate the risks.

Whether you are new to share ownership or have a long history of share market experience, we offer a wide range of services, tailored to your individual needs.

Our services range from processing simple buy or sell orders to complex fully customised share portfolios, developed in conjunction with some of the highest regarded stockbrokers and research houses in Australia. You also have the added protection of Count's own research overlay, which has a proven track record of protecting investors through even the most difficult markets.

The benefits of our stockbroking service are:

  • Share advice and portfolio construction that incorporates your entire financial situation
  • Access to sophisticated portfolio construction tools aimed at reducing risk
  • Advice based on the latest research from a range of research providers
  • Competitive brokerage rates from a choice of some of Australia's leading brokers; and
  • Access to consolidated share and managed fund portfolio reports via my net wealth

If you would like more information on how our services can benefit you, please contact one of our highly qualified financial advisors located in Norwest and North Sydney.

*Alpha Consulting Group (FP) Pty Ltd offers financial advice as an Authorised Representative of Count Financial Limited ABN 19 001 974 625, Australian Financial Services Licence Number 227232 ("Count") using Count's Approved Product List. Count is a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

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