News & Information

• Westpac Share offer

  Published: 31 October 2015
  in Our Financial Advice Offering

  For those interested, please view the Westpac Retail Entitlement Offer Booklet.

• Understanding Hybrid Securities

  Published: 30 October 2015
  in What is Financial Planning?

  We have attached a copy of the ASX’s 2014 publication entitled Understanding Hybrid Securities. This document provides a detailed summary of the various types of Hybrid Securities including Preference Shares. It is written in plain English (within reason) and I would recommend that you take the time to read through it.