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Welcome to

CommSec

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Diversification

Unsure if you should discuss diversification with your clients?
Not sure how the CommSec team can support your client? In this section we will look at the CommSec journey and the referral process.

Time required: 5 minutes

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Self-Managed Super Funds

Tim is unsure of investment options for his SMSF. What can you do about it? How does this relate to CommSec?
Find out in this topic.

Time required: 5 minutes

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The sophisticated investor

Randal has sold a business and is ready to consider a more sophisticated approach to investing. Does he meet the SIPI criteria? What’s your next move? You don’t have to know everything about investing, just when and where to refer your client to the CommSec team.

Time required: 5 minutes

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Challenge

Combine your knowledge of CommSec with the right questioning skills to recognise when your clients' personal and business goals could be met through a referral to CommSec.

Time required: 5 minutes

Note: The assessment will unlock when you have completed all the topics.

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