How NAB tripled FUM and increased client satisfaction
A Fixed Income Intelligence case study! By Emily Boden, Head of Institutional Sales and Relationship Management, Perpetual For Perpetual Corporate Trust (PCT), the Nab Wealth/Fixed Income Intelligence (FII) client relationship
SIAA Monthly – May 2025
For optimal viewing, select to enter full screen mode. DOWNLOAD SIAA Monthly – May edition PDF FEATURE ARTICLES Celebrating 25 years of the S&P/ASX Indices: A milestone in
CP 383 – Reportable situations and internal dispute resolution data publication
SIAA fundamentally opposes ASIC’s approach to the publication of firm level IDR and reportable situations data that includes firms’ names and licence numbers. Using licensees’ data to publicly name and
The Stockbrokers and Investment Advisers Association (SIAA) is the professional body for the stockbroking and investment advice industry in Australia, representing 7, 730 professionals. Principal Members are Market Participants and Advisory firms that provide securities and investment advice, execution services and equity capital-raising for Australian investors, both retail and wholesale, and for businesses. Practitioner Members are suitably qualified professionals who are employed in the securities and derivatives industry.
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Accredited education
Finance professionals can accelerate their careers with leading accredited courses.
Help shape the profession
We provide members with an opportunity to come together with their peers to shape the future of the industry.
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The flagship event to equip stockbrokers and investment advisers to embrace technological, social and regulatory change.
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Meet your ongoing CPD requirements with member access to free CPD webinars.
CPD store
We maintain a CPD store with details of all the education and training courses taken by members, going back to 2001.
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