Meeting our client’s varied needs demands broad knowledge and specialist experience. Supporting every ANZ Private Banker is a team of qualified specialists who provide support, research and advice.
Senior Financial Advisers – offer a full range of strategic and comprehensive financial planning, investment and superannuation advice.
Risk Managers – structure and recommend personal risk protection strategies utilising products from an extensive range of underwriters.
Capital Markets Professionals – provide advice and expertise in interest rate and foreign exchange derivatives, hybrid securities, commercial paper and structured high yield deposits.
Margin Lending Specialists – assist with gearing strategies for equity investments and managed funds.
Estate Planning Lawyers – provide comprehensive estate planning and administrative services.
Note: ANZ Risk Managers are representatives of Tandem Financial Advice Limited ABN 27 006 226 777, the holder of an Australian Financial Service Licence.