Advisor Plus Pty Ltd – 2015

Advisor Plus Pty Ltd a joint venture between The Merkin Group and Leon Hinde. Applying to become an Australian registered financial service provider , Advisor Plus intends to serve the diverse needs of dealer groups, traditional money managers and registered investment firms and funds as well as authorise both BoxRED’s and Leon’s regulated businesses in Ausralia and Hong Kong.

Advisor Plus Pty Ltd which was granted a conditional AFSL in October 2015 – moving to unconditional in November 2015.

Advisor Plus will be looking to provide multi asset prime brokerage via Direct Market Access as well as a licensing and product solution

Advisor Plus intends to provide a fully integrated service specifically to high value advisors wishing to become CAR’s, the service provides an integrated structure that will enable advisors to provide scalable financial services to their clients with a view to either establishing a new or growing an existing brand.

The Advisor Plus solution is designed to assist brokers to develop their own business entity, building their own brand value and in the process allowing full flexibility when it comes time to consider a rewarding exit plan through a trade sale or corporate roll up strategy. Alternatively, Advisor Plus will help develop your own independent listing through ASOB or the ASX .

Advisor Plus is particularly interested in boutique CAR licensing arrangements where we can work with advisors to help facilitate their product, licensing and business scalability requirements.

International Markets (IB)
Trade on over 100 market centers in 23 countries.
Direct market access to stocks, options, futures, forex, bonds, ETFs and CFDs
from a single IB Universal Account™.
Trade assets denominated in multiple currencies from a single account.
Access market data 24 hours a day and six days a week to stay connected to all global markets.
Convert currencies at market determined rates as low as 1/2 PIP wide, or create a position collateralized by a non-native currency.
TechnologyOur range of IRESS solutions cater to the diverse needs of trading in Equity and Derivative markets. Through IRESS solutions, clients gain access to comprehensive market data and sophisticated market analysis tools. IRESS also provides clients with an extensive historical database, incorporating time-series data on security prices, exchange rates, commodity prices, economic data and market statistics.The IRESS integrated management system enables clients to streamline their trading processes and integrate seamlessly with Microsoft products such as Excel and other industry standard software tools. See http://www.advisorplus.com.au

Leon Hinde and Sean Rothsey formed this joint venture as an AFSL licensed entity in 2015 and The Merkin Group sold its interest to Leon Hinde in June 2016 and Sean is no longer a director or ASIC licensed Responsible Manager.The establishment of an RE entity remains a strategic goal of The Merkin Group in 2017.



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