Stocks

EQUITIES

Domestic & International Equities

Medallion Financial Group Offers clients access to domestic and international equities listed on a range of international exchanges.

Australian
Shares

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International Shares

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Margin

Lending

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Portfolio

Administration

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SHARES

Australian

For many investors Australian shares are the cornerstone of many investment and superannuation portfolios. Medallion has been recognised by the various media organisations in Australia as a Stock Market expert.

"Australian Stock Market Experts"

Whether clients are looking for capital growth, or to maximise dividends, our equity advisors integrate Medallions own on research with that of renowned external research providers so that we can present clients with the most exciting investment opportunities.

 
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SHARES

International

Medallion through its strategic partner provides clients with access to a simple and comprehensive international trading service providing access to investment opportunities across numerous major international markets.

In order to diversify portfolios clients can access shares listed on major markets in North America, Europe, Asia, South America, and various emerging markets across the globe.

Major International Exchanges

Your Medallion Adviser has direct access to listed shares across all major international exchanges including:

America

United Kingdom

Japan

Hong Kong

Europe

Settlement of all your international trades is conducted through CMC markets.

 
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EQUITIES

Margin Lending

A Margin Loan is a facility that allows investors to borrow money which, in addition to their own money, is used to invest in various approved listed investments. Borrowing to acquire an asset is called gearing or leverage. Through our strategic partners Medallion Financial is able to facilitate margin loan facilities for clients.

Margin loans provide investors with the opportunity to building a larger portfolio and if implemented successfully, can help investors to potentially increase their wealth more quickly.

Having a Margin Loan

Margin lending is not for everyone. It must be noted that any leveraged or borrowing strategy should always be approached with caution. While gearing can amplify returns to the upside, they also have the potential to multiple losses to the downside.

Investors must hold sufficient cash or existing shares holdings that can be used as security for the loan. Only certain shares can be used as security and the amount that can be borrowed will vary depending on each shareholding in the portfolio and the available cash.

 
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PORTFOLIO

Administration

We also offer clients automated portfolio administration and reporting services through various wealth management platforms. By mitigating the burden of administration of your investment portfolio, you and your adviser can focus on the more important matters.

Our business model is structured to provide the highest level of security for clients. This includes segregation of client accounts and utilising industry leading strategic partners for certain functions such as securities dealing and settlements, cash management and custody assets.

 
Stocks

Medallion Financial Group Pty. Ltd. ABN 93 620 680 999

 

The Medallion website contains general securities advice only and
does not take into account any person's particular objectives, financial situation or needs. Before acting on any advice you should consider whether it is appropriate for you. Medallion Financial Group Pty Ltd is
a Corporate Authorised Representative (No. 1257237) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927) which is regulated by the Australian Securities and Investment Commission.

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