DEALER GROUP

Politis Investment Strategies is a specialist financial services dealer group providing existing and aspiring financial planners with the opportunity to provide a premium financial solution to their clients without the requirement to outlay the time, capital and human resources that would normally be required for a service of this calibre.

As an authorised representative of Politis Investment Strategies your clients benefit from a personalised financial planning and portfolio management service while you: 

  • Maintain the key point of contact to manage the financial affairs of your clients
  • Protect and strengthen your existing client relationships by gaining further insight into your client's financial goals and objectives
  • Obtain peace of mind from our stability, business principles, high service standards and fundamental investment philosophy
  • Grow your business capabilities and revenue at little additional cost

Successfully build your business by confidently partnering with us.

For further information contact our Business Development Team at our Head Office on (02) 4962 5525.

 ubs    Execution, Clearing & Settlement services provided by UBS Securities Australia Limited