Investors can view their accounts online via a secure web portal. After registering, you can access your account balances, periodical statements, tax statements, transaction histories and distribution statements / details.
Advisers will also have access to view their clients’ accounts online via the secure web portal.
Over the past 34 years, Pete has held financial markets roles spanning portfolio management, advisory and treasury markets. He joined the company in 1994 and is responsible for managing our range of listed property securities funds. Specialising in the Property, Retail, Insurance and Infrastructure sectors, he has previously held roles with Midland Montagu Australia, Daiwa Securities and has served as the non-executive director of the Industry Superannuation Property Trust. Pete holds a Bachelor of Economics and a Bachelor of Law from the University of Sydney.
Alex is responsible for credit research coverage of Infrastructure, Utilities, and Financials.
Before joining the team, Alex spent seven years as a Primary Analyst at S&P Global Ratings, focusing on infrastructure, utilities, and general corporate issuers in Australia and New Zealand.
Prior to his role at S&P, Alex worked for three years as a Senior Analyst in the Audit Division at Deloitte Australia.
He holds a Master of Philosophy in Economic History from the University of Oxford and a Bachelor of Commerce from Monash University.