Finance & Investments

ANDERSON’S INVESTMENT SERVICES PTY LTD

We are licenced to operate Managed Investment Schemes for wholesale clients. We can also provide depository and custodial services as an incidental service to operating the wholesale managed investment scheme. If you are in need of a licensed entity to operate a scheme for you please do not hesitate to contact us.

Anderson’s currently acts as trustee of The ClearPoint Capital Global Markets Fund.

We can also provide financial advice and services in the following areas:

• Financial Planning
• Superannuation Advice and Review of Your Funds
• Investment Advice and Review of Existing Portfolios
• Life Insurance, Income Protection, Risk Insurance (we are a licensed life insurance broker which means we work for you not for the insurance company)
• Futures and Derivatives trading advice and services, including hedging of commodities or currencies
• Buying and selling of shares, both with advice and on an execution only basis
• We can broker commercial Mortgages and Equipment Finance for you.

Ross Anderson and David Marchese are both authorised representatives of Anderson’s Investment Services Pty Ltd and can help you navigate with confidence through the financial world.

Anderson’s Investment Services Pty Ltd is the holder of an Australian financial services licence. This means we are an independent provider of financial advice on matters pertaining to investment, insurance, superannuation and financial planning. We have no alignment with any one bank, insurance company or investment provider. As a result you can rely on the fact that you will be provided with fully independent advice when you come to see us.

Anderson’s Investment Services Pty Ltd is also a registered life insurance broker. This means we can help you choose the best insurance for your needs. We are acting on your behalf and not as agent of the insurance company.

Over the years we’ve been able to make some very successful timing calls on share markets: for example we warned all our clients that the GFC (Global financial crisis) was approaching and advised them to sell all their shares in 2007; we also advised our clients to avoid US stocks from 1999 onwards in the lead up to the NASDAQ crash in 2001.

If you are a wholesale client you may be interested in the Global Markets Fund run by us through our funds management arm Clearpoint Capital Ltd. Details can be found at www.clearpointcapital.com.au.