• Search:  

About Us

The professional’s choice

Leveraged offers innovative solutions and exceptional customer service. Many investment professionals choose us over the competition to provide the framework to incorporate gearing into their clients’ wealth creation strategies.

It sounds clichéd, but our success is based on the success of our clients. Our service is designed to help clients navigate through dynamic market conditions and realise their financial goals.

Our extensive market experience means you can enjoy the confidence that comes from the superior education and insights we provide. You can expect premium service with private-banking style account management supported by our proven risk management expertise.

At Leveraged we’re proud of our heritage. We are one of the first and longest continually operating margin lending specialists in Australia. Our mergers and acquisitions throughout our history have provided us with significant opportunities to offer a larger range of products and services to our customers.

Leveraged is committed to innovation, developing new offerings and meeting gaps in the market in league with our partners. We’re responding to a changing marketplace and continually improving the customer experience so that we are truly the professional’s choice.

Make the choice to talk to Leveraged today.

Call     1300 307 807
Email  info@leveraged.com.au

1991: Leveraged Equities founded by stockbroker Ord Minnett.
2000: Leveraged Equities is acquired by Adelaide Bank.
2005: Leveraged Equities successfully acquires the margin lending portfolio of Goldman Sachs JB Were.
2007: Merger of Adelaide Bank with Bendigo Bank.
2009: Leveraged Equities successfully acquires the margin lending portfolio of Macquarie Bank, creating the largest independent margin loan provider in Australia.
2013: Bendigo and Adelaide Bank Managing Director, Mike Hirst announces boost of investment into Leveraged Equities in response to early stirrings in investor confidence. Leveraged Equities gains its own place at the bank’s Executive table with the appointment of then Head of Wealth Markets, Alexandra Tullio, to a newly created Executive role.
2014: Leveraged Equities undertakes a review of products, technology and operations, including the capacity to better service an industry-wide increase in the number of direct customers using margin lending as a strategy.

2015: On the cusp of a quarter of a century in business, Leveraged rebrands. Professionals in the industry have referred to our business as simply ‘Leveraged’ for years. The new logo better reflects our innovative product range, multi-product strategy and position in the industry as the professional’s choice in the stockbroking, financial planning and accountancy space.