Advising

Adviser enquiry form

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.
Lonsec Research Approved emblem

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

xtb-phone-icon 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).

Adviser Enquiry Form

Enquiry form

By clicking the submit button, you agree to XTB contacting you with XTB newsletters and other relevant email communications.
Help us to avoid spam and complete the equation:
4 - 1 =

Events

  • 23Nov 2017

    YTMCTX: CALTEX 7.25% 23 NOV 2018

    This is the coupon date

  • 25Nov 2017

    YTMSG1: STOCKLAND 8.25% 25 NOV 2020

    This is the coupon date

View Calendar