This information is available for licensed advisers only.

Complete our adviser enquiry form to access a range of comprehensive tools and resources to support the delivery of advice to your clients.

These include:

SOA template Lonsec Research Report a series of Fact Sheets a selection of Tools and Calculators performance and comparative analysis, and our regular adviser newsletter, Yield matters.

If you’d prefer to speak to one of our Regional Managers, call us on:

 1800 995 993

CPD Activities

We have a range of materials and presentations which qualify for CPD hours – up to 7.5 hours of CPD are available.

Contact us on 1800 995 933 or advisers@xtbs.com.au to arrange CPD hours

Adviser Enquiry Form

Complete the form below to receive:

• Adviser pack, including an SOA template and Lonsec research
• Adviser Tools and Calculators: Advanced Cash Flow Tool and Interest Rate Sensitivity Calculator
• Yield Matters newsletter (weekly).