Stockbroking

WHK Financial Services Cairns is supported in its stock broking activities by Lonsec Limited, an ASX registered broker providing professional research in respect to high quality direct equities and managed funds.  

Lonsec provides the full suite of broking services.

• Trade execution and settlement,
• Research and advice on individual stocks,
• Portfolio review service,
• Construction of portfolios to suit client requirements using our suite of model portfolios as a reference.

Lonsec maintains a team of researchers internally, who construct and review their model portfolios along with the services of a research house to cover individual stock recommendations. In addition they cover a select range of listed hybrids which can be used to construct high yield capital stable portfolios that can be used as an alternative to traditional ("fixed") income portfolios. All services offered are suitable for financial plans which focus on longterm wealth creation.

Lonsec produces a document called "Investment Insight" on a quarterly basis which summarises their current view on the investment markets and the likely change over the next six months. This document is the cornerstone of all advice given by Lonsec. It outlines their standard and income model equity portfolios. Finally,Lonsec has established a relationship with a number of the large Corporate brokers which allows them to access stock in new floats and placements.