Advisers

Advisers

CCI works very closely with a large number of advisers. A list of the platforms available for different products can be found below. Most of CCI’s products are rated by FE Fundinfo, Mercer, Lonsec, Atchison, and Foresight Analytics. For any questions on the offering, please contact the sales and product team.

Download Centre

This contains documents frequently used by investors and advisers. Follow the link to find disclosure documents, transaction forms, research reports, and so on.

Platform Availability

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PLATFORMSMARTER MONEYHIGHER INCOMEFLOATING-RATE HIGH YIELDLONG-SHORT CREDITLONG-SHORT OPPORTUNITIESACTIVE COMPOSITE BOND
APIR CodeCRE0014AUSLT0052AUETL5010AUSLT2562AUETL6881AUETL2716AU / FIXD
ASX/CboeNoNoNoNoNoNo / Yes
AMP NorthYesNoNoNoNoNo / Yes
Australian Money MarketYesYesYesYesNoYes / No
BeaconYesNoNoNoNoNo / No
BT AsgardYesNoNoYesNoNo / Pending
BT PanoramaYesYesPendingYesNoNo / Pending
Credit SuisseYesYesNoYesNoNo / Yes
CrestoneYesYesNoNoNoNo / Yes
DiversaYesYesNoNoNoNo / No
FirstWrapYesYesNoYesNoNo / Pending
Hub24YesYesYesYesNoNo / Yes
IOOF PursuitYesNoNoNoNoNo / Pending
Key InvestYesNoNoNoNoNo / No
Macquarie WrapYesYesYesYesNoNo / Pending
mFundsYesYesNoNoNoN/A / N/A
Mason StevensYesYesPendingYesNoYes / Yes
MLC NavigatorYesYesNoYesNoNo / Pending
MLC WrapYesYesNoYesNoNo / Pending
Morgan StanleyYesYesNoYesNoNo / No
NetwealthYesYesYesYesNoYes / Pending
OneVueYesYesNoYesNoNo / Yes
Perpetual WealthFocusYesNoNoNoNoNo / No
PowerwrapYesYesNoYesNoNo / Yes
PraemiumYesYesYesYesNoNo / Yes
UBSYesNoNoNoNoNo / No
uXchangeYesYesNoYesNoNo / Yes
Wilsons AdvisoryYesYesNoYesNoNo / No
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