Are You a Professional Adviser?

$200 million+ in shares sold

20,000+ share sale customers

Secure & Confidential

We manage a large number of sales for clients referred to us by professional advisers such as lawyers, accountants, financial planners and stock brokers.

We provide advisors with the ability to manage share sales on behalf of their clients. The shareholder(s) are required to approve the share sale (which is done online), but the advisor can initiate and manage the process for the client.

The process to manage a clients share sale is described below. If you would like to talk to us, please call 1300 722 852.

Process to Manage a Client Issuer Sponsored Share Sale

Just click the Sell Shares Now button on this website and follow the prompts.  One of the questions will ask if you are the shareholder, or an advisor managing a share sale on behalf of a client.  Clearly you would simply indicate the latter.  To complete the online process, you will need the SRN for the shares being sold, as well as the email address for your client(s) – we will email the client to seek authority to sell the shares.

We are able to sell share held by individuals, joint persons, companies, family trusts, SMSF’s and deceased estates.

The process is very clearly defined, just start the process and you will be stepped through exactly what needs to be done.  If the shares being sold are part of deceased estate, the process will allow for that and an email will be sent to you outlining the documents you are required to provide (probate etc).

Process to Manage a CHESS Sponsored Share Sale

If your client’s shares are CHESS sponsored by a stock broker, we can still sell them.  The process is a bit different, and a different form on our website is used to lodge the share sale.  This form can be accessed here.

Receive up to 50% Brokerage Discounts

We provide the ability for you to value add to your client relationships by providing our registered Referring Partners to offer discounted brokerage rates to their clients.

To qualify as a Silver Referring Partner you must:

  1. Complete at least one share sale using our service on behalf of a client.
  2. After you have completed at least one share sale, use the request form below to request a unique Coupon Code that anyone in your organisation can use to reduce the brokerage charge to any shares sales managed by your team.

Silver partners are entitled to a 25% brokerage discount.

To qualify as a Gold Referring Partner, you must link to our website from your business website.  If you do this, we can provide a 50% discount to your clients, for as long as the link is on your website.  You might want to get your website designer to do this before you apply to be a referring partner.  Just forward a link to this page to your website designer and they will be able to do this for you.

Technical Details for Website Link

The link can come from any page on your business website.  The link should be directed to

Apply Now to be a Referring Partner