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ADVOCATE ADVISORY PTY. LTD.
AFSL 405576 · ABN 14150153503 · MELBOURNE, VIC · Licensed since 2011
Corporate Group2 States
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19
Advisers
18.2 yrs
Avg. adviser experience
2
States
11%
New advisers in past 2yrs
Authorised to advise on
Key authorisations
✓ Derivatives✓ Margin Lending
Standard authorisations
✓ Securities✓ Superannuation✓ Life Insurance (Risk)✓ Life Insurance (Invest)✓ Managed Investments✓ IDPS✓ Government Bonds✓ Deposit Products✓ RSA
Adviser community
FAAA 53%SMSF Assoc. 5%
% of current advisers holding each professional membership
States: NSW, VIC
Corporate group: INVESTMENT ALTERNATIVES PTY LTD
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