Clients can access their portfolio online by clicking on the Portfolio Login link located on the top right of the page.
This instructional video by Leeza Yilmaz, Operations Manager provides step-by-step instructions on how to login and navigate your portfolio information.
If you have any questions, please contact Leeza Yilmaz or your adviser on (02) 9239 9333 or (03) 8793 8383.
Level 9, 20 Martin Place,
Sydney NSW 2000 Australia
T: +61 2 9239 9333
Level 23, 101 Collins Street,
Melbourne VIC 3000 Australia
T: +61 3 8793 8383
Level 4, 2 Ebenezer Place,
Adelaide SA 5000 Australia
T: +61 8 83187900
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