About Us

At Leveraged Equities, our success depends on the success of our customers.

Leveraged Equities is one of Australia’s first and longest continuously operating margin lending firms. Founded in 1991 by stockbroker Ord Minnett, Leveraged Equities has built a foundation of private banking style account management service, combined with innovative and responsive products, including margin loans and investment loans.

Since acquisition by Adelaide Bank in 2000, our margin lending book has grown both organically and by acquisition through successfully adopting the wholesale model of its parent. The merger of Adelaide Bank with Bendigo Bank in late 2007 to form Bendigo and Adelaide Bank provided us with significant opportunities to offer a larger range of products and services to our customers.

In January 2009, Leveraged Equities successfully acquired the margin lending portfolio from Macquarie Bank. This deal brought together two leading full service margin lending businesses to form one dynamic margin lender. It consolidated relationships with more than 3000 independent financial advisers in addition to the existing broker distribution networks in which Leveraged Equities is dominant.

Leveraged Equities continues to grow from strength to strength through a strong customer focus combined with proven risk management demonstrated during the GFC when we avoided substantial bad debts while growing market share, unlike some of our major competitors.

In April 2011, Leveraged Equities was one of the foundation businesses of Bendigo Wealth, the new wealth management division of Bendigo and Adelaide Bank Group. Bendigo Wealth is the home of the Group’s cash, margin lending, managed funds and superannuation businesses. Click here to find out more about Bendigo Wealth.