Financial Advisers

Want to turn your clients into Super Investors?

  • superfund

    Super Investor

    Norm is the average investor, gloomy and unhappy. He is starving for some decent financial performance. He is tired of boring investments which cost a lot and do not perform well – enter BDM Direct.

    Luckily Norm’s financial adviser is visited by BDM Direct. He is introduced to some specialist investment products that add performance and life to bob’s portfolio. He becomes: THE SUPER INVESTOR – a man growing fat and happy on his wealth accumulation.


You want your clients to have access to the best array of managers and product to deliver an investment edge.  And you want to extend and build your revenue streams. We use our skills and business development specialists to do both.

BDM:  Boutique Manager Hunters

BDM Direct meets the needs of progressive financial advisers by identifying and pre-qualifying high quality boutique fund managers.  We seek managers that have a unique perspective, stable management, defined processes and a track record of performance. We maintain a dialogue between the fund managers and the advisers through regular communications.

Pathways Program:  Building value for Advisers & their Referrers

The BDM Pathways Program connects Advisers and their Referrer networks to deliver greater value to end clients, and build revenue streams.  We apply our business development capabilities to create communications programs that inform and stimulate client action.

For more information call us on +613 9421 3964