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7th June 2018 - Asset Management
Your clients look to you for advice. So it’s important that you have all the latest information. That’s why we’ve just updated the resource centre on our website.
We have tailored the experience for our IMA & SMA partners to ensure all portfolio information is easily accessible. In addition to the IMA & SMA factsheets, portfolio holding snapshots, and performance data, we have also added SMA specific forecast yield and ICR data.
View the new Resource Centre now.
We are continually improving and evolving our service to provide the individual attention and positive outcomes that our clients and investors deserve.
If you would like to access these resources then please contact Elston Adviser Services to arrange a run through of our managed account investment offerings:
Mark Smith
Head of Adviser Services
0405 680 715
mark.smith@elston.com.au
linkedin.com/in/mark-smith
Ben Coombs
Senior Distribution Manager
0411 126 442
ben.coombs@elston.com.au
linkedin.com/in/ben-coombs-160b943a
Georgdie Asprey
Investment Specialist
0419 678 895
georgdie.asprey@elston.com.au
linkedin.com/in/georgdie-asprey-90201545
This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product. You will find further details of the service we provide and any cost to you within the Financial Services Guide. Any references to past investment performance are not an indication of future investment returns. Prepared by EP Financial Service Pty Ltd ABN 52 130 772 495 AFSL 325 252 (“Elston”). Although every effort has been made to verify the accuracy of the information contained in this material, Elston, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this material or any loss or damage suffered by any person directly or indirectly through relying on this information.
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