Your Adviser and Accolade Services Team will help you achieve your financial goals.

Your individually-designed portfolio can include any personal investment preferences you may have considered and be aligned to a profile that will help you to achieve your objectives. Your dedicated Private Client Adviser and their team will provide you with a premium service including well researched advice, premium event invitations and portfolio administration.

If you do not have the time, expertise or inclination to actively manage your own share portfolio, then our Accolade Plus service may be for you. 

Accessing Your Portfolio Details

The Accolade account makes monitoring your investments easy. It provides you with 24/7 online access to your account where you can view daily updated reports on your portfolio valuation, income and expenses, and realised and unrealised capital gains. There are also invaluable tools like charting, company news and reports, watch lists and market news and indicators to help your monitor your investments.

Find out more about the Accolade Service

If you have any queries regarding  the Service or wish to take advantage of it immediately, please contact your Adviser or Contact our Accolade Services Team online. Altenatively, you can call them on (08) 9263 1615.

IMPORTANT NOTE: This is general advice only and does not take into account your objectives, financial situation and needs. Before acting on this advice you should consider its appropriateness having regard to all your personal circumstances.