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CommSec Adviser Services

Specialised Investment Products and Solutions

Welcome to CommSec Adviser Services

We are one of Australia's leading providers of investment products to financial advisers, brokers, accountants and financial institutions.

Servicing over 800 dealer groups and 10,000 advisers, and with roots stretching back to 1994, we understand the challenges you face when it comes to managing clients and running a business. Our experience enables us to provide you with investment products, and the relevant support you need to help you grow your business.

What we offer

From 1 May 2021, we will continue to provide support on the following three products:

Important Information

CommSec Adviser Services relies on ASX Trading & Clearing Participant ‘Australian Investment Exchange Pty Ltd’ (AUSIEX) to provide secure website experiences for our advisers so they can manage their clients’ accounts. While we are in the process of building our own adviser experience, please click on the ‘AUSIEX Login’ button at the top of this page to navigate to the AUSIEX website to manage your client accounts online.

We thank you for your support of CommSec Adviser Services and are here to help.

 

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Apply Now

Select the relevant application form for your client
 

CAS Investment Loan         CAS Investment Loan- for Wholesale Clients*

 

*Wholesale applicants are required to provide a copy of a certificate issued by a qualified accountant (as defined in the Corporations Act) that states that net assets of at least AUD2.5million; or a gross income for each of the last two financial years of at least AUD250,000 a year.