FAQ

Please contact us by email (info@investordesk.com.au) with any account-related question, problem or suggestion. The preferred communication is through emails, because a good proportion of queries would involve inputs from our team of experts. We will call you back instead of emailing you back, if there is a specific need.

Please inform us of the new details. Then, we will update the current details in records, and also internally communicate with the brokerage firm to update the records of your brokerage account.

No, to gain access to trading functionality, you need to have the other plans. The gold Plan gives access to Trading for Australian, Global and Indian Market.

We have linked up with Paypal to provide you hassle free payment mode. You can transfer the funds using Paypal.

Our Team is located in Sydney, Australia.

We are a licensed financial service provider and regulated by ASIC. Laverne Capital Pty Ltd is an AFSL (AFSL Number : : 482937 ABN 20 609 554 485)

Investor Desk is not a broker. We do not recommend stocks. We are there only to make investors aware, empowered and knowledgeable about their financial decisions, all our research is available. We give only general advice.

All sensitive data is encrypted and anonymized before we store it on our servers. Any data on our servers uses multiple layers of encryption and anonymization so that it is unidentifiable to a specific account or user.

We have linked up with Selfwealth, Openmarkets and Interactive brokers to provide the customers with cheap and good trading experience.

Click on the “Login” link located near the top of almost all pages, just to the right of the quote window.

A window will appear. Enter your username and password.

  • Clicking on the “Remember Me” box will allow you stay logged in everytime you visit the site.
  • If you forgot your password
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You can tap into Global market, Australian and Indian Market.

Thematic Portfolios seek to identify and capitalise on long-term megatrends that will transform the world tomorrow. The portfolios are built on innovative ideas that will not only allow investors to participate in some of the world’s most promising investments, but also provide diversification to an overall portfolio.

We provide research for Equity, Managed Funds, ETF’s, LIC’s and Fixed Income.

We provide financial reports, Daily news to keep our clients updated for them to make informed decisions and model Portfolios.

Client:

  1. For Client: Please click Forgot Password link on the login screen
  2. Enter your Login ID and Email ID
  3. You will receive new system password on your registered Email ID
  4. Login with your new password
  5. System will ask for changing the password on first login
  6. Enter your Login ID
  7. Enter Your Old & New Password
  8. Confirm your New Password
  9. Click on Submit

Contact us by phone at:

02 8859 2577, 1300 LAVERN (1300 528 376)

Or by email at:

info@investordesk.com.au

Here we present a holistic view of the research that Investor Desk does so that your portfolios sail through the worst circumstances.

  1. Quantitative:The study of the quantitative factors mainly encompasses the study of numbers related to the businesses, which includes profit, revenues, cost, and over ‘400’ likely parameters (including various ratios) to analyze the long term position and sustainability of the investment venture.
  2. Qualitative: ‘Even a mediocre business can put up the good numbers but only a quality business thrives’. Our research also includes a study of the factors which support the business such as employee satisfaction, ethics, and over ‘500’ likely parameters.
  3. Behavioural: We ensure that we primarily understand the requirements of our clients before offering them services.

 

Please note that we don’t promise any returns on your portfolio as it is neither pragmatic nor legal. We ensure that your portfolios make consistent return in all circumstances.

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Any advice provided by Investor Desk is general in nature only and does not take into account the personal financial situation, objectives or needs of any particular person.