• Financial Adviser

    Morningstar understands that your business and your clients are unique. Whether you want to partner with our investment team to deliver holistic portfolio solutions or use our sector specialist investments to create tailored portfolios for your clients, we’ve developed our investment solutions to make running your business more efficient whilst enhancing your client offering.

Managed Funds
Professionally managed, valuation driven asset allocation and objectives aligned to the needs of your investors.
Managed Accounts
The benefits of owning shares, without the administration.
Design & Distribution Obligations
The Design and Distribution Obligations (DDO) regime is a mandatory government legislation that will have an affect on all issuers that offer and distribute retail financial products. This new ASIC requirement will impact the process of investing with Morningstar directly or indirectly via your investment platform.

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