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Demand from financial planners sparks development of new adviser portal

Demand from financial planners sparks development of new adviser portal

Unexpected demand from financial planners to help SMSF clients find income-producing investments has led boutique fund manager Balmain Private to start work on an adviser portal for its online mortgage investment platform. Balmain has to date originated, credit reviewed and funded in advance about $30 million of mortgages, predominantly over over commercial properties, that SMSF trustees access

Simon Hoyle

June 16, 2014

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