Adviser Services

Welcome to Adviser Services!

This section is especially designed for you to assist you in managing your client's portfolio successfully.

To access the information mentioned below, you are required to login first. If you are not a registered adviser, please click here to register.

Once you are logged in, you will find our product disclosure statements, flyers and forms for you to download. A list of master trusts, wraps etc, that have the Navra Fund as an investment option is found in 'Platforms'.

You can view your client's holdings with us via an online tool called 'AdviserServe'. Information such as balances, transaction history, commission payments etc. is at your fingertips. (The first time you lodge an application with us for a client, login details are issued automatically)

 

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