Jim Pickersgill & Associates
Jim Pickersgill & Associates
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    • NDIS
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  • Our Team
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  • More
    • Home
    • Services
      • NDIS
      • Accounting Services
    • Financial Planning
      • About GWM
      • Services
      • Centrelink Services
      • Share + ETF Trading
      • Case Studies
      • Q&A
    • Our Team
    • Forms + Updates
    • Testimonials
    • Contact Us

  • Home
  • Services
    • NDIS
    • Accounting Services
  • Financial Planning
    • About GWM
    • Services
    • Centrelink Services
    • Share + ETF Trading
    • Case Studies
    • Q&A
  • Our Team
  • Forms + Updates
  • Testimonials
  • Contact Us

Share & Exchange Traded Fund Services

Trading Registration

To purchase or sell shares and ETFs, you need to be registered with a broker. We can even provide

you advice on what type of broker will best suit your investment needs and wants, and we can register

you so that you can start trading.

Trading

Enacting trades, especially when you are newer to the process, can be an overwhelming experience.


Whilst we can set you up to be able to do it yourself, many clients prefer to have us carry out the

share and ETF purchasing and selling for them. This is another service that we offer.

Transferring Shares

Shares might need to be transferred for many reasons, including:


  • Consolidating share holdings conveniently into one broker.
  • Shares been purchased in different names in the past. E.g.: ‘Robert Smith’, ‘Robert James Smith’, ‘Robert J. Smith’.
  • Due to enacting a will, the owner of the shares might have changed.


The process to do this can be lengthy and complex and we can help you to smoothly do so from start

to finish. 

Change of details

Details might need to be changed for many reasons, including:


  • Contact details changed. E.g.: address, phone number, email.
  • Shares purchased in different names in the past which need to be unified. E.g.: ‘Robert Smith’, ‘Robert James Smith’, ‘Robert J. Smith’.


Ensuring that the relevant records are correct and unified can take time and the submission of a range

of evidence documents. We can assist you with this.

Jim Pickersgill & Associates

Liability limited by a scheme approved under Professional Standards Legislation.


Copyright © 2018 Jim Pickersgill & Associates - All Rights Reserved.

Gippsland Wealth Management is a  Corporate Authorised Representative of Personal Financial Services Limited 

ABN 26 098 725 145, AFSL 234459, Level 10, 88 Phillip St, Sydney NSW 2000