Helping you make the most of your clients’ cash
Transact on your clients behalfOur dedicated team can facilitate same day account opening and link it directly to your clients’ existing cash management account, avoiding the hassle of changing your clients’ banking arrangements. Once the account is opened, you are able to transact on your clients’ behalf and easily move funds as required, within our agreed service levels.
Detailed client reportingWe provide you transparency by offering data feeds1 and detailed reporting to suit your needs.
To find out more, contact our friendly team today on 1800 79 10 79 or firstname.lastname@example.org
Industry leading suite of cash products
We cater to a wide range of client requirements with our flexible, high interest accounts. Clients will benefit from consistently competitive rates, from one of the world’s safest banks.
A dedicated team to help you every step of the way
From ensuring a smooth commencement of your relationship with RaboDirect – to providing you the support you need to efficiently manage your clients cash, our expert and dedicated people are here to help, every step of the way.
Head of RaboDirect
Since joining RaboDirect in 2011, Bede has been committed to ensuring advisers are able to access the service and tools they require to be able to confidently recommend RaboDirect’s savings products. Bede has a background in corporate banking including experience structuring lending solutions for financial advice firms, which makes him well positioned to understand advisers’ needs, and the importance of operational efficiency.
P: (02) 8115 2171
M: 0408 889 732
Adam works collaboratively with advisers to ensure they can maximise outcomes for their clients’ cash portfolios, while also delivering operational efficiency for advisers and their businesses. With over 10 years’ experience in financial services, Adam has a strong track record in client service and account management.
P: (02) 8115 2394
M: 0438 927 198
In his 5 years at RaboDirect, Walter has gained invaluable experience in client service, operations and Adviser Services. This has provided him with an in depth understanding of our products and services meaning he is ideally placed to work with advisers looking to access our products on behalf of their clients.
P: (02) 8115 2220
M: 0439 917 314
Business Development Manager
Sonika is responsible for building the profile of Adviser Services in the market, while originating and managing new business relationships. With a background in fixed income and cash management, she understands the needs of advisers when it comes to managing their clients’ cash portfolios.
P: (02) 8115 4945
M: 0427 950 548
Client Services Team
If you'd like to know more call our friendly team on 1800 79 10 79 or email us at AdviserServices@Rabobank.com
Industry-leading suite of cash products
We cater to a wide range of client requirements with our flexible, high interest accounts. Clients will benefit from consistently competitive rates, from a savings specialist bank.
High Interest Savings Account
A great choice when your client is seeking:
- A higher ongoing return on their at call cash
- A cash hub for easy access to other higher yielding cash products
Ideal for clients who:
- Are looking for a high interest alternative to term deposits
- Need the flexibility to make additional deposits at any time
The best choice for clients who:
- Make regular monthly contributions to their cash portfolio
- Want to be rewarded with a premium interest rate in return for increasing their monthly balance
A good option for clients who are seeking:
- Competitive and guaranteed interest rates
- To be rewarded for loyalty with a higher interest rate for reinvestment *
We’re a part of Rabobank which was founded on cooperative principles over 100 years ago. As part of a global financial institution servicing agriculture and agribusiness, growth is in our DNA.
With more than 10 million customers across 40 countries, Rabobank is a global leader in financial solutions and services, and one of Australia’s largest lenders to the food and agribusiness sector. We're driven by customer needs, not shareholder value, enabling us to offer products and solutions in the best interest of you and your clients.
1 Not all software packages supported. Please speak to our Adviser Services team for details.