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 INCOMELONG-SHORT CREDITLONG-SHORT OPPORTUNITIESACTIVE COMPOSITE BOND
APIR CodeCRE0014AUSLT0052AUSLT2562AUETL6881AUETL2716AU / FIXD
ASX/CboeNoNoNoNoNo / Yes
Australian Money MarketYesYesYesNoYes / No
BeaconYesNoNoNoNo / No
BT AsgardYesNoYesNoNo / Pending
BT PanoramaYesYesYesNoNo / Pending
Credit SuisseYesYesYesNoNo / Yes
CrestoneYesYesNoNoNo / Yes
DiversaYesYesNoNoNo / No
FirstWrapYesYesYesNoNo / Pending
Hub24YesYesYesNoNo / Yes
IOOF PursuitYesNoNoNoNo / Pending
Key InvestYesNoNoNoNo / No
Macquarie WrapYesYesYesNoNo / Pending
mFundsYesYesNoNoN/A / N/A
Mason StevensYesYesYesNoYes / Yes
MLC NavigatorYesYesYesNoNo / Pending
MLC WrapYesYesYesNoNo / Pending
Morgan StanleyYesYesYesNoNo / No
NetwealthYesYesYesNoYes / Pending
OneVueYesYesYesNoNo / Yes
Perpetual WealthFocusYesNoNoNoNo / No
PowerwrapYesYesYesNoNo / Yes
PraemiumYesYesYesNoNo / Yes
UBSYesNoNoNoNo / No
uXchangeYesYesYesNoNo / Yes
Wilsons AdvisoryYesYesYesNoNo / No
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