Randal’s
CommSec journey
Randal’s been invited to speak at an entrepreneurs event to discuss how he made his first million. He begins with a recollection of the conversation he had at the restaurant in Brisbane 5 years earlier.
How well does your banker know your investment appetite?
"It started with an innocent question over a good meal. My banker asked the right questions and discovered my appetite for investment. She started a chain of events that got me on to the CommSec Sophisticated Investor Program."

Exclusive access to a range of investment opportunities
"By qualifying to become a member of the SIPI I gained access to exclusive and wholesale opportunities not available to the regular investor. In fact, it was an SIPI email that alerted me to a great opportunity to invest in Tassal. I love their salmon and believe there is growing demand for protein, so I invested $50k."

Other benefits
"Great question! Suddenly, not only was I being invited to wholesale IPOs, but the process for setting up my margin loan was streamlined and I have access to all the tools and research that CommSec provides."

The discovery process
"But before all the opportunities, data and advice, the core efforts made by the CommSec team were what was essential to my success. They took me through a process of discovery and connected me with where I really wanted to go and how I could get there. Establishing my goals and being given the key to access exclusive opportunities pointed me in the right direction."

Opportunity management
"The insights from my banker, and her understanding of exactly what I needed, connected me to the right experts at CommBank."
