AdviserVoiceCurve Securities Archives - AdviserVoice https://www.adviservoice.com.au/source/curve-securities/ Financial planner information & financial planner education/CPD - AdviserVoice Thu, 11 Jun 2026 21:30:14 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 Curve Securities grows team to increase adviser focus https://www.adviservoice.com.au/2013/06/curve-securities-grows-team-to-increase-adviser-focus/ https://www.adviservoice.com.au/2013/06/curve-securities-grows-team-to-increase-adviser-focus/#respond Mon, 24 Jun 2013 21:35:32 +0000 https://adviservoice.com.au/?p=21693 Independently owned fixed income intermediary, Curve Securities, has further increased its focus on advisers, with the appointment of Shane Heard to the role of Director TD Gateway – Advisor Relations. The appointment follows the recent launch of TD Gateway, which gives advisers the mechanism to quickly and simply identify the best short and long term interest rates available in the market.

Managing Director, Andrew Murray, said Curve Securities recognised the increasing pressure on advisers to improve efficiency and that the group was witnessing strong demand for the TD Gateway Service.

“We have been servicing corporates and middle market participants since 2009. TD Gateway was launched in the past month and is now available to a number of dealer groups including William Buck Wealth Advisors (NSW) Pty Ltd. Shane has joined the team to help promote education around the offering and to ensure we remain responsive to the changing needs of advisers.”

Mr Heard has more than 13 years experience in Customer Service & Relationship Management with nine years specifically dedicated to the Financial Services Industry. He has held positions with CBA, BT Financial Group and most recently, RaboDirect. In 2010, Shane became a founding member of RaboDirect’s intermediary Key Account Services business. He was responsible for the development and implementation of key strategic acquisition initiatives in intermediary, broker and indirect market channels.

The appointment also follows the appointment of Peter Sheahan in December 2012. Mr Sheahan has worked in Banking and Finance for 35 years and Capital Markets for 30 years, primarily with NAB. His appointment as NAB’s NSW State Distribution Manager Fixed Interest in 1991 brought his high level relationships with Central Banks, Regulatory Bodies, State Central Borrowing Authorities and Institutional Clients to this new role. Mr Sheahan was appointed Chairman of the AFMA Long Term Securities Committee for two years between 1999 & 2001.

TD Gateway The Gateway typically caters for deposits of $50,000 to $5,000,000. Curve Securities manages all the administration and application and ensures the term deposit is set up at the secured rate and nominated term. The service is free to advisors and funds are placed directly with the bank, building society or credit union concerned.

]]> Independently owned fixed income intermediary, Curve Securities, has further increased its focus on advisers, with the appointment of Shane Heard to the role of Director TD Gateway – Advisor Relations. The appointment follows the recent launch of TD Gateway, which gives advisers the mechanism to quickly and simply identify the best short and long term interest rates available in the market.

Managing Director, Andrew Murray, said Curve Securities recognised the increasing pressure on advisers to improve efficiency and that the group was witnessing strong demand for the TD Gateway Service.

“We have been servicing corporates and middle market participants since 2009. TD Gateway was launched in the past month and is now available to a number of dealer groups including William Buck Wealth Advisors (NSW) Pty Ltd. Shane has joined the team to help promote education around the offering and to ensure we remain responsive to the changing needs of advisers.”

Mr Heard has more than 13 years experience in Customer Service & Relationship Management with nine years specifically dedicated to the Financial Services Industry. He has held positions with CBA, BT Financial Group and most recently, RaboDirect. In 2010, Shane became a founding member of RaboDirect’s intermediary Key Account Services business. He was responsible for the development and implementation of key strategic acquisition initiatives in intermediary, broker and indirect market channels.

The appointment also follows the appointment of Peter Sheahan in December 2012. Mr Sheahan has worked in Banking and Finance for 35 years and Capital Markets for 30 years, primarily with NAB. His appointment as NAB’s NSW State Distribution Manager Fixed Interest in 1991 brought his high level relationships with Central Banks, Regulatory Bodies, State Central Borrowing Authorities and Institutional Clients to this new role. Mr Sheahan was appointed Chairman of the AFMA Long Term Securities Committee for two years between 1999 & 2001.

TD Gateway The Gateway typically caters for deposits of $50,000 to $5,000,000. Curve Securities manages all the administration and application and ensures the term deposit is set up at the secured rate and nominated term. The service is free to advisors and funds are placed directly with the bank, building society or credit union concerned.

The post Curve Securities grows team to increase adviser focus appeared first on AdviserVoice.

]]> https://www.adviservoice.com.au/2013/06/curve-securities-grows-team-to-increase-adviser-focus/feed/ 0 Active term deposit strategies required in low interest rate environment https://www.adviservoice.com.au/2013/05/active-term-deposit-strategies-required-in-low-interest-rate-environment/ https://www.adviservoice.com.au/2013/05/active-term-deposit-strategies-required-in-low-interest-rate-environment/#respond Thu, 23 May 2013 21:45:05 +0000 https://adviservoice.com.au/?p=20963 Curve Securities has said the recent historic rate cut demonstrates the need for advisers to access higher term deposit rates than are simply available through most bank, building society and credit union branches. 

Managing Director, Andrew Murray, said financial advisers are typically locked out of accessing term deposit ‘specials’, which can pay a higher interest rate than standard retail term deposits.
 
“Curve Securities has placed more than $9 billion in deposits since our launch in 2009.  Currently we have  more than $2 billion in deposits.  Typically our clients include private and public companies, local governments, unions, managed funds, health funds, religious groups, charities, SMSF and authorised deposit‐taking institutions throughout Australia.   However, we are very pleased to announce that we have now developed an offering aimed wholly at helping financial advisers find the best rate for their clients.”   
 
Curve Securities’ ‘TD Gateway’ saves advisers considerable time and effort by opening up access to a wide range of term deposit options to retail and wholesale clients of financial advisers, planners and accountants. 
 
“Our house view is rates are likely to stay low for at least the medium term and could even go lower.  With most advisers now charging a fee for service and so many clients still sitting in cash, finding ways to efficiently generate additional value is paramount.   Advisers cannot afford to let their client’s cash holdings simply sit in the bank, but they also need a service that is simple to use and takes care of all administration.”
 
Mr Murray said Curve Securities had made strong headway into ‘middle markets’ through it’s personalised ‘valet’ approach and now hoped to replicate this success in the advisory space.
 
“We have seen very strong demand for our streamlined, zero-cost service.   We are committed to now making our offering available to advisers and will be making further announcements in the coming weeks.”
 
TD Gateway allows advisers to quickly and simply identify the best short and long term interest rates available in the market. The Gateway typically caters for deposits of $50,000 to $5,000,000.  Curve Securities manages all the administration and application and ensures the term deposit is set up at the secured rate and nominated term. The service is free to advisors and funds are placed directly with the bank, building society or credit union concerned.
]]> Curve Securities has said the recent historic rate cut demonstrates the need for advisers to access higher term deposit rates than are simply available through most bank, building society and credit union branches. 

Managing Director, Andrew Murray, said financial advisers are typically locked out of accessing term deposit ‘specials’, which can pay a higher interest rate than standard retail term deposits.
 
“Curve Securities has placed more than $9 billion in deposits since our launch in 2009.  Currently we have  more than $2 billion in deposits.  Typically our clients include private and public companies, local governments, unions, managed funds, health funds, religious groups, charities, SMSF and authorised deposit‐taking institutions throughout Australia.   However, we are very pleased to announce that we have now developed an offering aimed wholly at helping financial advisers find the best rate for their clients.”   
 
Curve Securities’ ‘TD Gateway’ saves advisers considerable time and effort by opening up access to a wide range of term deposit options to retail and wholesale clients of financial advisers, planners and accountants. 
 
“Our house view is rates are likely to stay low for at least the medium term and could even go lower.  With most advisers now charging a fee for service and so many clients still sitting in cash, finding ways to efficiently generate additional value is paramount.   Advisers cannot afford to let their client’s cash holdings simply sit in the bank, but they also need a service that is simple to use and takes care of all administration.”
 
Mr Murray said Curve Securities had made strong headway into ‘middle markets’ through it’s personalised ‘valet’ approach and now hoped to replicate this success in the advisory space.
 
“We have seen very strong demand for our streamlined, zero-cost service.   We are committed to now making our offering available to advisers and will be making further announcements in the coming weeks.”
 
TD Gateway allows advisers to quickly and simply identify the best short and long term interest rates available in the market. The Gateway typically caters for deposits of $50,000 to $5,000,000.  Curve Securities manages all the administration and application and ensures the term deposit is set up at the secured rate and nominated term. The service is free to advisors and funds are placed directly with the bank, building society or credit union concerned.

The post Active term deposit strategies required in low interest rate environment appeared first on AdviserVoice.

]]> https://www.adviservoice.com.au/2013/05/active-term-deposit-strategies-required-in-low-interest-rate-environment/feed/ 0