iInvest Trading & Advisory: Only through a financial adviser
Full-service advisory stockbroker (general and personal advice, trading desk); brokerage is set with the client's iInvest adviser, minimum $110 + GST. No self-directed online trading platform is described.
“The amount of brokerage you pay will be determined in consultation with your iInvest Adviser.”
Source: iinvestadvisory.com/wp-content/uploads/2026/08/iInvest-Financial-Services-Guide.pdf · Confirmed on the broker's page on 13 November 2026.
- Website
- iinvestadvisory.com/
- Legal entity
- iInvest Trading & Advisory Pty Ltd
- Documents
- Financial Services Guide (21 January 2026) · FAQs
- Record re-read by hand
- 15 October 2026
What the broker says
Brokerage
“iInvest will charge you a minimum of $110 per transaction or 1% of the transaction value (all amounts excluding GST).”
Source: iinvestadvisory.com/wp-content/uploads/2026/08/iInvest-Financial-Services-Guide.pdf · Confirmed on the broker's page on 13 November 2026.
Holding
“Client’s shares can be held on CHESS with their chosen broker, and they are held on the client’s individual HIN and holding statements are sent out to the client’s registered address.”
Source: iinvestadvisory.com/faqs/ · Confirmed on the broker's page on 13 November 2026.
Execution
“We engage Morrison Securities Pty Ltd (AFSL No. 241737 ABN 50 001 430 342) and Australian Investment Exchange Pty Ltd (“AUSIEX”) (AFSL No. 241200 ABN 71 076 515 930), collectively referred to as Wholesale Brokers, for the purpose of trading, clearing and settlement of client orders in domestically listed financial products”
Source: iinvestadvisory.com/wp-content/uploads/2026/08/iInvest-Financial-Services-Guide.pdf · Confirmed on the broker's page on 13 November 2026.
International shares
“iInvest may arrange for the execution, clearing and settlement of securities on international markets for you.”
Source: iinvestadvisory.com/wp-content/uploads/2026/08/iInvest-Financial-Services-Guide.pdf · Confirmed on the broker's page on 13 November 2026.
Licence
- AFS licence
- 398350 · ZODIAC SECURITIES PTY LTD
- ABN
- 76142982554
- Licensed since
- 20 April 2011
- Principal business
- Burleigh Heads QLD 4220
- Authorised to
- Buy and sell securities for clients (retail clients)
- Advise on securities (retail clients)
From ASIC's AFS Licensee dataset, release of 11 November 2026, Creative Commons Attribution 3.0 Australia.
Sources
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