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  • About Us
    • About Us
      With over 25 years of experience in the local market and the backing of a multinational trading technology powerhouse, we’re AUSIEX – one of Australia’s leading providers for financial institutions, intermediaries, advisers and industry participants.
      • Who We Are
        With an unwavering focus on delivering quality outcomes for financial institutions and intermediaries, we aspire to be Australia’s leading wholesale broker.
      • Our Team
        With decades of industry experience, our dedicated and passionate team of over 250 people are what sets our business apart.
      • Working With Us
        Interested in joining our diverse team? Take a closer look at our values and see what makes us tick.
      • Who We Work With
        We work with a wide range of clients including thousands of advisers, brokers, and many large institutions.
  • News & Insights
    • News & Insights
      Keep your finger on the pulse with Australian market updates, insights and reports, upcoming IPO listings and important news from AUSIEX.
      • IPO News
        Review current and recent Initial Public Offerings and Capital Raisings.
      • Site News
        Product news, system updates and important information related to AUSIEX website and services.
      • AXIS
        Latest industry insights on the market, investments, and trading to inspire, inform and educate.
      • Media Centre
        News, media releases and announcements from AUSIEX.
  • Products & Solutions
    • Products & Solutions
      From flexible, seamless trade execution to more efficient onboarding, reporting and customised equities administration tools, our goal is to help our clients grow their businesses with solutions that provide an edge.
      • Trading
        Trade through our website, add the power of AUSIEX to your own platform or leverage our scale with a share trading website under your own brand.
      • Client Onboarding
        Drive efficiency with a straight-through client onboarding experience through our platform or bespoke service.
      • Data & Reporting Services
        Access your data your way with detailed reports via our platform, or data feeds directly into your own platform or planning software.
      • Back Office Services
        Make our experience your advantage with AUSIEX back office solutions, tailored to fit your needs.
  • Contact Us
    • Contact Us
      Located in Brisbane, Melbourne, Perth and Sydney and servicing the whole of Australia, our experienced team are ready to help.
      • New Enquiries
        Let’s talk about how we can partner with you to help grow your business and the wealth of your clients.
      • Need Support
        Support is just a call (or click) away.
      • Forms
        All account application and maintenance forms for advisers and clients.

Training & Engagement

Our Training and Engagement Program has been designed with both new and existing advisers in mind. Our audience is both advisers and support staff.

Providing support to you and your staff

Our team provides efficient training, resources and tools to help increase business efficiencies and improve your experience through our platform.

  • Insights and ideas

    Insights and ideas

    Get the lowdown on the market, investments, & trading.

  • Trading resources

    Trading resources

    Access our support videos and educational resources.

  • One on one training

    One-on-one training

    Dedicated trainers to support you and your staff.

Webinar recordings

Australian Earnings Growth Set to Return

Covering the following:

  • Inflation eases, rate cuts will follow
  • Domestic earnings recovery
  • Leaders keep delivering

Investing for Income - Dividends or Private Debt?

Covering the following:

  • Role of private credit
  • Investment portfolio and classes
  • Dividends income outlook

The Path to 2024 Earnings Recovery

Covering the following:

  • Global themes
  • Key themes from earnings season
  • Companies with strong results

The Market Washing Machine

Covering the following:

  • Outlook for Australian equities
  • Deep dive on top large-cap stocks
  • Analysts view

The Income Opportunity

Covering the following:

  • 2023 credit market outlook
  • The income opportunity
  • Risks and opportunities
  • Overseas income

The Asian Growth Opportunity

Covering the following:

  • China’s reopening
  • Impact on Asian equities
  • Unique market characteristics
  • Structural drivers of Asian markets

Guide to the Markets – Bad for the economy, good for markets

Covering the following:

  • Key issues for 2023
  • Recession risks
  • The return of conviction
  • Market volatility outlook

Training Webinars

To ensure you and your staff are aware of the functionality and efficiencies available to you through our online platform, we’ve compiled some of our top webinar recordings.

Introduction to Trading Capabilities

Covering the following:

  • Product Overview
  • Single Stock Trade & Holding Screen
  • Account Reporting & Statements
  • Managing Open Orders

Advanced Trading Capabilities

Covering the following:

  • Multi-Line Trading Functionality
  • Conditional Orders
  • Managing Orders
  • DayBook & Reporting

Introduction to Interactive Charting & Stock Screeners

Covering the following:

  • Interactive Charting
  • Equities & ETF Stock Screeners
  • End of Day Pricing
  • Company Trading Ideas & Comparison

About Training & Engagement

Our Training and Engagement Program offers service and support to adviser businesses through:

Platform education

Education will ensure you and your staff are aware of the functionality and efficiencies available to you through our platform.

Access to webinars

We’ll organise interactive webinars on topics that advisers value and are interested in hearing about, such as recent website enhancements, products and processes.

Presentation and support materials

The presentations and support materials used during your session will be provided to you and staff to use.

Face to face or virtual training

Choose the training format that best suits your needs, either through an online meeting or a face to face session in your office.

Tailored & On-going support

We’ll offer support specific to the needs of you, your staff and your business. If you have further training needs in the future you can continue to arrange appointments with our team.

Meet our Team

Our team will work with your Business Development Manager to understand the operational demands and needs of your business, to deliver an appropriate and tailored level of service and support.

Lema Saedi

Lema Saedi

Relationship Training Manager