Adviser Resource Centre

Commercial Property. Powering Advisers.

Welcome to our Adviser Resource Centre. A place for information, insights and resources regarding commercial property investment for your clients. Explore funds open for investment, download brochures and earn CPD hours.

We’re here to let the power of property power you and your clients.

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Explore Funds

Find out more about our open direct suite of funds here.  

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Earn CPD Hours

Earn CPD Hours

Register for our CPD webinars held every six months, after the June and December quarters.

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News and Insights

News & Insights

What’s making news? What trends and insights are important for you to know? We’ll regularly bring you key information right here.

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Platform Availability

Find out what platforms our funds are available on.

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Design & Distribution Obligations (DDO)

Issuers and distributors of financial products must comply with the design and distribution requirements relating to financial products for retail clients. Find out more about our commitment to DDO and how it assists consumers.

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Resgistry Forms

Documents & Forms

Here you’ll find forms required to administer your clients investments, along with Quarterly Reports for our direct suite of funds.

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Success Stories

Matthew Pelizzari, a partner at Oreon Partners

Hear how Matthew worked with Charter Hall to provide his clients with diversified and robust investment solutions to enhance their portfolios.

 

 

 

Yang Du, an adviser at McGrath Insurance Services

Yang's rigour and customer-centric approach has served him well. Hear how commercial property helped to give his clients the portfolio diversification they needed.

Ian Dawes, an adviser at Eclipse Financial Advisers

Hear how Ian worked with Charter Hall for one of his key clients, a retired couple in their 70s looking for a consistent income stream and low capital volatility.

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Registry login for financial advisers

AdviserServe, hosted by the registry Boardroom, provides financial advisers and dealer groups with the ability to search and access essential information regarding their clients investments, payments or forms.

 

As a dealer group or financial adviser, AdviserServe's 24/7 access via a desktop, laptop, tablet or mobile phone gives you the control to access your client's information in your own time.


AdviserServe

Contact our team

Scott McLennan

Scott McLennan

Head of Distribution

Renee Oldfield

Renee Oldfield

Regional Distribution Manager - VIC, WA & SA

Craig Harding

Craig Harding

Senior Business Development Manager

Marco Triani

Marco Triani

NSW State Distribution Manager

Alice Pemberton

Alice Pemberton

Business Development Associate

Important information
This website has been prepared for information purposes only. Past performance is not a reliable indicator of future performance. This website is not intended to be and does not constitute a product disclosure statement (“PDS”) or disclosure document as those terms are defined in the Corporations Act 2001 (Cth). It does not constitute an offer for the issue, sale or purchase of any securities or any recommendation in relation to investing in any financial product. This website has been prepared without taking account of any particular investor's objectives financial situation or needs. While every care has been taken in the preparation of this website, Charter Hall Direct Property Management Limited (ACN 56 073 623 784, AFSL 226849 (CHDPML) does not make any representation or warranty as to the accuracy or completeness of any statement in it, including without limitation any forecasts or opinions, and persons viewing this website should conduct their own inquiries and investigations. Forecasts, opinions and estimates provided on this website are based on assumptions, contingencies and market conditions which are subject to change without notice, and may involve significant elements of subjective judgement and assumptions as to future events which may or may not be correct, and should not be relied upon as an indication of future performance. The information on this website is subject to change, and CHDPML is not responsible for providing updated information to any person. To the maximum extent permitted by law CHDPML disclaims all liability for any loss or damage which may arise out of the provision to or by any person of the information contained on this website. Before investing, you should consider your own objectives, financial situation and needs or you should obtain financial, legal and/or taxation advice. For more information see the relevant Fund’s PDS and TMD. © Charter Hall Group.