Colonial FirstWrap: Looking for support
We’ve had a lot of demand from advisers wanting to access The Montgomery Fund on the Colonial FirstWrap platform – so if you’re an adviser and would like to see it added, then let us know. Alternatively, if you aren’t a financial adviser but you know that your adviser uses FirstWrap, feel free to pass them my details.
I can be contacted on sphillips@montinvest.com, or by calling 02 8046 5005.
The Montgomery Fund is currently available on BT Wrap, netwealth, PowerWrap, OneVue, Asgard, UBS, North and Macquarie Wrap. We’re delighted with the growing accessibility of The Montgomery Fund, thus making it easier than ever before to access for advisers and their clients.
I’m currently in the process of collating interest now, so please reach out to me so we can build the case for its addition.
Scott Phillips joined Montgomery Investment Management in 2013. Scott joined the firm from BlackRock Investment Management, where he was Managing Director, Head of Retail Australia for 12 years.
This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.
