Why Adviser Edge

After nearly a decade in the investment research industry, Adviser Edge has built a strong reputation for the exacting nature of the ratings that we release. With offices in both Melbourne and Sydney, Adviser Edge provides research and advice in our specialist investment areas to many of Australia’s leading financial services companies.

Adviser Edge’s good reputation is underpinned by a belief that research houses need to clearly differentiate the relative merits of investment products. We achieve this through our research ratings reports and direct advice support. Our clients know that when needed, they can pick up the phone or contact us by email and have their questions answered promptly by one of our research heads or lead analysts, with a depth and attention to detail that demonstrates our respect for clients.

Adviser Edge is not interested in cutting corners; instead, we commit whatever resources are required to ensure that a dealer group gets the appropriate response to make a commercial decision with immediate impact. Having access to quality advice and support (i.e. well-resourced and timely) allows you to respond rapidly to meet your clients’ needs. We understand the implications that poor decisions can have on investors, as well as the flow-through affect on dealer groups.

Our new Dealer Group Plus service has been developed to play directly to Adviser Edge’s strengths as a ratings house; these are characteristics that we feel make us ideally placed to offer ongoing and customised support.

  • Our analysts bring diverse skills and industry-specific experience to their roles. We are not ‘just’ general researchers – we are experienced specialists in our fields.
  • We strive to maintain a strong investor focus for our research.
  • Our analyst team is directly accessible to our research clients.
  • We are focused on providing differentiated product research.
  • We don’t stand still. Improving research processes and methodologies is required to remain relevant.
  • We focus on providing customised advice for the benefit of dealer groups and investors.