Candour Partner Adviser

Our investment solutions are designed to be relevant to financial advisers and their clients as a quality alternative to their existing defensive and/ or growth asset allocation.

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Why Candour

Partner with Candour

Exclusive Market Access

Provide your clients with unique access to certain markets and asset classes that are not available to the general public.

Bespoke Investment Solutions

Craft and source bespoke investment solutions in line with your client's investment needs or preference.

Investment Exposure

Enable your clients to gain exposure to an alternative opportunity that is outside of traditional investments.

Comprehensive Client Support

Increase client's satisfaction by providing USD, GBP, EUR or other currency-denominated investment options to your clients who hold those currencies.

Our Adviser Service

Candour enables you to actively provide fixed income to your clients. With Candour you will receive:

  • Regular feed of product ideas and research reports
  • Provide ongoing product training
  • Post-investment services include regular product performance updates, corporate actions and facilitate redemption requests
  • Source keynote speakers and sponsors for your client engagement events
  • An expert Candour Capital relationship manager who only deals with advisers, we don’t contact advised clients.
  • Portfolio construction, optimisation, and ongoing support
  • Access to in-demand new issues (primary market transactions)
  • Secondary trading/liquidity to assist with balancing your investment portfolio
  • Custody and online reporting through Candour Capital

Career Pathway

Adviser Qualification & Registration

Before joining Candour family and become our partner, you have to pass the adviser qualification screening followed by the ASIC's regulations.

Don't worry if you haven't done the qualification test. In Candour, we offer a complete package of RG146 education training and adviser application to assist your career as a Financial Adviser.

Become A Financial Adviser

Access Market Leading Research

Candour Strategy team provide Credit Opinions, Trade Ideas, New Issues and Thought Pieces throughout the week and is accessible from our Research Hub.
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