Wholesale Investors

Wholesale Investors

Join our Wholesale Investor Experience

As a Wholesale Investor, you would be eligible to gain access to an exclusive range of investment solutions to suit your investment needs. You will also enjoy our full range of investment of investment management and wealth solutions.

Qualify as a Wholesale Investor

To qualify and be recognised as a Wholesale Investor, you need to meet one of the following criteria under the Corporations Act 2001 (Corporations Act).

Accountant-certified Wholesale Investor certificate confirming you:

  • Earned a gross income of $250,000 p.a. or more over the last two financial years; or
  • You have net assets of at least $2,500,000.

Where you qualify under any of the criteria above, contact us for an obligation-free conversation.

Important considerations

Being classified as a wholesale investor may be appropriate for you if you are an experienced investor and able to make informed investment decisions. Wholesale investors generally need to be able to assess the risks involved in financial transactions because the advice process and compliance obligations differ significantly.

It is important that you understand the differences between operating as a wholesale versus a retail client. As a wholesale investor, we are not required to provide you with retail disclosures such as our Financial Services Guides (FSGs), a Statement of Advice (SOA) or Product Disclosure Statement (PDS). Also compared to retail clients, wholesale investors are generally not provided with the same level of consumer protection, as set out in the Future of Financial Advice (FOFA) reforms.

Get started

Contact us for an obligation-free conversation.
Call 1300 4 BURRELL for more information.