Services

Lumen Securities can assists clients to: 

 

1. Build & manage portfolios.

2. Monitor an ever-changing market.

3. Potentially avoid overpriced stocks.

4. Save you time, stress & money.

5. Improve timing & help you make more informed decisions. 

6. Provide a constant stream of trading ideas through access to cutting edge research and   information.

 

As a valued Lumen Securities private client, you will have access to: 

 

Dedicated Private Client Adviser

 

• Industry expert providing general advice and execution services for clients looking to trade in the ASX Top 300 securities. 

• Assistance filtering through the market and providing insight through regular ongoing discussion. 

• Constantly monitor your positions and execute trades on your behalf (with your consent.)

 

Secure Trading Platform

 

• Dedicated web trading platform to enable constant review of the progress of your portfolio.

• Linked Cash management account (Westpac Bank or Macquarie Bank) facilitating easy settlement of trades and enabling you to earn interest on any cash balance.

• Lumen Web Based Trading Platform easy to use & tailor to suit your specific requirements.

• CHESS Sponsored HIN with all share certificates held securely in your name.

 

Cutting Edge Market Research

 

• Monthly market report providing market updates, insights and opportunities in the Top 300 Australian shares.. 

• In-depth field analysis, due diligence and regular dialogue with ASX companies.

• Assistance making more informed investment decisions.

 

Self-Managed Superannuation (SMSF)

 

• With our partner we can offer clients the ability to easily setup a SMSF at a very low cost - allowing flexibility, transparency and control over your superannuation funds.