Our Investment Services

Shares

Exchange Traded Options

iInvest Super
Why iInvest Securities?
Our primary service offerings include:
As leading financial advisers on the Gold Coast, we pride ourselves on our service and client satisfaction. Whether you’re a new-comer to the market, an individual requiring assistance on your investment portfolio or a sophisticated investor, we can help you.
Wealth Management
iInvest Securities is a boutique financial Services firm offering services in wealth management. Our staff have a wealth of financial services experience, with collective experience totalling some 60 years. We have formed strategic alliances within the financial markets, bringing depth to the suite of services and products we offer. We vary the service level provided to each client, according to their own, unique requirements.
iInvest Securities utilises Morrison Securities Pty Ltd (AFS License No. 241737) for the execution of trades and related clearing and settlement services. Morrison Securities are a Trading Participant of one or more Australian Exchanges and also a Clearing Participant of ASX Clear Pty Ltd (a wholly owned subsidiary of ASX Limited).
Our wealth management services
We specialise in a number of financial products and offerings, including:
Shares / Equities
Exchange traded options
Managed funds
Wealth management
Wealth creation, wealth management, and/or taking control of your retirement savings – our team is here for you!
Margin lending
Cash / Fixed interest
IPOs / Capital Raisings
Superannuation
Upcoming Events
Details
Q & A Information Session
Date / Time
At a time convenient to you
Location
iInvest Securities
11 West St, Burleigh Heads
QLD 4220