Canaccord Genuity Albany: Stockbroking and Share Investment
Our Albany office is on Level 2 of the Middleton Centre at 184 Aberdeen Street, Albany WA 6330, and the phone number here is +61 8 9842 4700. Four advisers work from this office, and each publishes a direct email address: Caf Pietropaolo, Director, Wealth Management, at [email protected]; Eddy Orzel, Senior Wealth Adviser, at [email protected]; John Antonioli, Wealth Adviser, at [email protected]; and Matt Owen, Wealth Adviser, at [email protected]. John Antonioli is listed under Busselton as well as Albany, so one of the four covers two Western Australian offices. For stockbroking in Albany, share dealing is handled through an adviser rather than a self-service account.
One office in a national network
Albany is one of twelve Canaccord Genuity wealth management offices in Australia. The firm states that those offices hold 180 advisers and $45.2 billion in funds under advice between them, and that the Australian business employs 550 staff. Those are the firm’s own figures, and the sort that move, so read them as a snapshot rather than a fixture. The others are in Adelaide, Brisbane, Busselton, the Gold Coast, Hervey Bay, Melbourne, Perth, Port Macquarie, the Sunshine Coast, Sydney and Toowoomba. The Australian operation completed its acquisition of Patersons Securities Limited on 22 October 2019. The Australian business operates through two entities, Canaccord Genuity (Australia) Limited and Canaccord Genuity Financial Limited.
What is available through our advisers
Share and investment services
- CG Managed Accounts: described by the firm as an actively managed portfolio of blue-chip Australian shares, with an experienced portfolio manager and comprehensive online reporting. The account is run through an adviser rather than held and traded by the client directly.
- New share issues: the Australian business lists exclusive access to new share issues and initial public offerings brought to market by the group, for eligible wealth management clients, complete with automatic notification and direct bidding.
- International trading: handled on the NetX360 platform, with foreign exchange access, so holdings need not stop at the ASX.
- Fixed interest products: listed alongside the equities services for clients holding income securities as part of a portfolio.
- CG Large Cap Australian Equities Portfolio: an actively managed portfolio of Australian shares. Its stated aim is long term capital growth and to outperform the ASX 200 Accumulation Index over rolling five-year periods.
- CG Australian Listed Income Portfolio: an actively managed portfolio of listed income securities, with a stated aim of high income while maintaining defensive characteristics.
Research behind the desk
One thing a regional office draws on is the research of the wider group. Clients here have access to strategists and equity research covering over 860 companies across Australia, Canada, the United States and the United Kingdom. The group states that more than 80 analysts produce it. Holdings and statements are available through the CG Client Portal and CG Praemium. Canaccord Genuity describes what it is set up to do in Australia as empowering its advisers to deliver highly personalised wealth management solutions to high-net-worth families, individuals and foundations, which gives a fair idea of the kind of account the firm is built around.
Documents to read first
Financial Services Guides for both Australian entities are published in the disclosures and resources section of the Canaccord Genuity website, along with the guides for Finclear Services and BNY Pershing. The privacy policy, complaints handling policy, best execution policy and modern slavery statement are published in the same place. Anyone considering opening an account should read the relevant Financial Services Guide before deciding whether to engage an adviser. Market news and commentary are published under news and insights, and existing clients have a client documents area.
Contacting the Albany office
We are at Level 2, Middleton Centre, 184 Aberdeen Street, Albany WA 6330. The office phone is +61 8 9842 4700 and the fax is +61 8 9841 4211. The Australian wealth management pages sit at canaccordgenuity.com, and the shorter cgf.com address redirects there. If you want to talk to an adviser about share investment, ring the office and ask which of the four advisers here is taking new clients.