FIIG Adviser Services

FIIG is committed to supporting advisers to meet their clients’ needs through direct and easy access to the bond market.

The resources below are available to help educate and inform advisers and your clients about the Fixed Income asset class and assist with your investment decisions.

Fixed Income through FIIG

We are Australia’s leading Fixed Income specialist servicing over 2,000 advisers across Australia
FIIG’s DirectBonds Service provides your clients with direct and easy access to the bond market with full custody (client has direct ownership of the bond)
A dedicated Relationship Manager deals only with advisers - we do not contact advised clients directly
Through constant reviews of available investment options and client portfolio holdings, our Relationship Managers help guide advisers throughout your clients’ investments, enabling them to make informed investment decisions
Online access to view client portfolios and all account records
Data feeds – FIIG provides daily client holding data feeds for cash and bonds via major providers
Extensive educational resources and market updates to guide advisers and their clients through investing during COVID-19 and beyond

Adviser services brochure

Download

Adviser webinars FPA Accredited - 1 CPD point

Our educational webinars are complimentary and cover the fundamentals of investing in Corporate Bonds and how you can build a diversified Corporate Bond portfolio.

Introduction to Corporate Bonds | Portfolio Construction | 2021 Credit Outlook

Investing tools

Access our tools and services designed to help investors make decisions about which bonds to buy or sell, along with our regular market commentary and company updates.

Sample portfolios | Mid-market bond prices | FIIG High Yield Index

eBooks

Download our educational eBooks to learn more about bonds and the Fixed Income asset class.

The Benefits of Corporate Bonds | How to build a balanced bond portfolio

The WIRE investment news

FIIG’s blog and fortnightly newsletter delivering financial news and Fixed Income insights across research, education, commentary and market data. Subscribe to our fortnightly newsletter.

Visit the website | Subscribe

Diversification

Diversification through a wide range of investment grade Australian fixed interest securities

Defined and regular

income payments

High quality bond issuers

such as Commonwealth Bank and Woolworths through to high growth companies such as Zip and Omni Bridgeway

Access to our research,

investment strategy and portfolio construction expertise

Meet the team

Jon Sheridan
Director, Fixed Income & Investment Strategy

M: 0415 967 302
Ben Taylor
Director - Fixed Income

M: 0427 893 966
Tom Guest
Director - Fixed Income

T: 07 3231 6621
M: 0400 023 379
Joseph Kingsley
Director - Fixed Income

T: 07 3231 6629
M: 0428 772 968
Michael Keely
Director - Fixed Income

T: 03 8668 8886
M: 0427 562 409
Daniel Johnson
Director - Fixed Income

T: 03 8668 8835
M: 0417 394 777
Natalie Wilding
Director - Fixed Income

M: 0421 094 172
Judd Bogust
Director - Fixed Income

T: 08 9421 8503
M: 0498 690 939
Hugh Harvey
Associate - Fixed Income

T: 07 3231 6636
M: 0407 032 754
Chris Tully
Associate - Fixed Income

T: 07 3231 6611
M: 0418 506 376
Mathew Heron
Associate - Fixed Income

T: 07 3231 6665
M: 0474 705 020
Adam Turnbull
Director - Fixed Income

T: 02 9697 8772
M: 0409 918 667
Sam Mitchell
Associate - Fixed Income

T: 03 8668 8824
M: 0455 489 974
Rhys Leitch
Associate Director - Fixed Income

T: 02 9697 8713
M: 0447 892 283
Jonathan Spano
Associate Director - Fixed Income

T: 03 8668 8837
M: 0476 293 407
Sierra Conklin
Associate - Fixed Income

T: 08 9421 8506
M: 0438 732 435
Morgan Cooper
Junior Associate - Fixed Income

T: 07 3231 6614
Harry de Fries
Associate - Fixed Income

T: 08 9421 8502
Conor Kava
Associate Director - Fixed Income

T: 02 9697 8718
Lex Nguyen
Associate - Fixed Income

T: 02 9697 8724
Nick Jiang
Associate - Fixed Income

T: 02 9697 8742
Ben Collings
Associate - Fixed Income

T: 02 9697 8729
Benjamin Davison
Associate - Fixed Income

T: 02 9697 8738
Marcus Aherne
Associate - Fixed Income

T: 03 8668 8839
M: 0473 033 136
William Kaladis
Junior Associate - Fixed Income

T: 03 8668 8878