Smart Management


Choose from an extensive range of products and strategies to help diversify your investment portfolio through domestic and international markets.

Risk Management

Utilising Risk and Money management across your investment portfolio is key to improving your long term success.


Benefit from working with a team of qualified professionals


Access easy to navigate trading platforms and clear reporting to increase your understanding of your investment portfolio

Stockbroking Services

Our brokerage firm is experienced in managing client portfolio’s across a range of investment options.

Australian Equities

Trade Australian Equities with the confidence, security and peace of mind via your Summit Wealth Management trading account knowing they are held under the Australian

International Equities

Your Summit Wealth Management trading account offers you a competitive edge with access to a broad range of International Markets. International markets offer an investor

Exchange Traded Funds (ETF’s)

Exchange Traded Funds (ETF’s) offer investors the ability to access an ever increasing product mix to add to their portfolios. ETF’s now offer access to

Exchange Traded Options (ETO’s)

Exchange Traded Options (Options) are a derivative based asset class that offers investors another way to manage their portfolio. ETO’s offer a number of benefits

Managed Investment Account Service

Managed Investment Account Service (MIAS)   Under a MIAS structure, each client opens an account and subscribes to the investment scheme or model portfolio as

Free Brokerage Consultation

All of our advisers are available all business week long for providing you with their best initial analysis on any investment issue. Once you’ve decided to hire us we’ll be there for you!

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