#4 BiG Book of Share Investing Strategies and Gurus

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Understanding Bonds (ASX)

Commodities eg gold, silver, platinum

Foreign exchange ‘Forex’

Foreign exchange trading MoneySmart(ASIC) Covers:

What is forex trading?

Risks of forex trading.

Dealing with forex providers.

Is forex trading right for you?

Forex trading software programs, seminars and courses.

Shares and the stock market generally:

Lessons from an analyst Jonathan Wilson, Analyst, StocksInValue March 2016

Share Trading – not for the faint hearted!

High Frequency Trading MoneySmart (ASIC)

Seven Steps to Successful Trading Dale Gilham – Wealth Within

Beware: Investment trading software – MoneySmart (ASIC)says:

“Some investment trading software programs suggest you can make lots of money through active share trading. Be careful about believing such claims.

Here are some home truths about these programs that are often sold in investment seminars.

The ASX (Australian Stock Exchange) has  an online Education Centre with a lot of FREE material for both beginners and experienced investors:

MoneySmart (ASIC) has the following Guides:

How to Buy and Sell Shares

On a share exchange

There are five public share exchanges in Australia. Four of them directly supervise the companies that issue the shares that trade on their markets. The fifth exchange, Chi-X, currently only provides the infrastructure for trading shares already quoted on the ASX.

The five exchanges:

Australian Securities Exchange (ASX) – the main securities exchange in Australia

Chi-X – an exchange that trades company shares already quoted on the ASX, but does not list or supervise the companies

National Stock Exchange of Australia (NSXA) – a securities exchange that lists about 70 small to medium sized companies

SIM Venture Securities Exchange (SIM VSE) – an exchange for innovative companies involved in the clean technology, renewable energy and bio science field

Asia Pacific Stock Exchange (APX) – a securities exchange with a focus on growth oriented companies from the Asia-Pacific region”

Using a broker

Important considerations ASX

2 types of brokers:

  • online or phone broking service or ‘discount’ or ‘execution only’ broker – make your own investment decisions, or
  • full service broker – they provide advice and recommendations

Find a broker 

The Australian Securities Exchange (ASX) find a broker tool

Check if the broker uses dark pools or internalisation to execute trades, as this may have an impact on the price you pay for shares.

 Managed Funds

Choosing a managed fund MoneySmart (ASIC)

Picking a Funds Manager clearday

Australian Investors Association (AIA) – Education/resources:


Shares have been traded on markets for many years and are a popular investment vehicle for investors. In one way or another, whether you own them directly or are exposed to them through your industry super fund, shares will more than likely be a significant component of your overall net worth.

Gaining an understanding of shares is important especially if you currently have or intend to have direct exposure to this asset class. Shares are often referred to as equities and there is a lot of information that has already been written on this topic.

This section allows you to explore shares and how to invest in them in some detail and to make it easy to find your way around we’ve organised the information into key topic areas. Where relevant we’ve provided links to other useful sources of information.


These people (or their associates) or organisations either provide data, or look at investing in shares or generally in various markets. They may be economists, financial planners, journalists, or have some other financial qualifications. Some we have found are:

Guru CopsACCC (Smart Money, ScamWatch); ASIC (MoneySmart);  Choice: Financial Ombudsman Service (FOS); Plus various industry bodies and regulators ADPIA; AFA; AIA; API


Once reviewed under our Traffic Light System we rate them: red, yellow, green. If we receive any information and feedback on them ( including any suggested ratings by you), we may re rate to a different colour  If we find  negative information or feedback, they may go back in colour. We invite you to send your feedback, or how you would rate them.

(You can find people who mainly provide ancillary services in our BiG Directory™ .  The directory is  updated regularly as we get more information, feedback and referrals.)

Traffic Light™ system: we still have many ‘gurus’ to rate and welcome your experiences of any of those listed (or not as yet listed). As we build the site and do more reviews, we’ll set out the strategies they use and as much information we can gather – so you can choose whether or not you’re interested in using them.

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  Rating About Strategies
Jordan Belforte (USA)   Belforte (see Wikipedia) (aka the ‘Wolf of Wall Street’) is a convicted former USA stockbroker with 2 autobiographical books,  retold in the movie The Wolf of Wall Street (played by Leonardo DiCaprio). The Aussie tale that the Wolf of Wall Street Jordan Belfort won’t tell. Now a motivational speaker, Belforte walked out of an Australian 60 Minutes interview when questioned about his income, … more » share market investing and trading; Share trading
Dan Denning   He claims: “is the author of 2005’s best-selling The Bull Hunter. A specialist in small-cap stocks, Dan draws on his network of global contacts from his base in Melbourne, Australia, and is a frequent contributor to The Daily Reckoning Australia.” … more »  
George Fokas
Company: Fokas Beyond Knowledge Source
  Check out comments Pro and Con at Property Chat He claims: “Fokas Beyond educates like-minded individuals as to how to invest in the Stock Market whilst understanding the risks. We don’t use the traditional Buy and Hold strategy. The Fokas Beyond team brings a combined experience of over 20 years in the stock market which allows us to personally guide … more » share market investing and trading; Share trading seminars
Dale Gillham
Company: Your Trading Mentor Wealth Within
  ” … for the last twenty years or so, I’ve been helping people just like you discover profitable methods for investing in the share market. I got my start in the industry working for a local bank in my home town of Geelong in Victoria, Australia, before moving into financial services. It was during this time I discovered my true … more » share market investing and trading
Under the Radar
Company: Under the Radar
  A number of investors in various forums and Facebook groups use and recommend this service. They claim: “is an independent niche research house which produces research newsletters for investors on the ASX. We are paid by our subscribers and are incentivized by our subscribers making money from our research and re-subscribing. And that’s what our subscribers do. Our analysts scour … more » Share research subscription; Shares-small caps
Daniel Kertcher   cfds; options
Daniel Kertcher
Company: Trading Pursuits
  Cons: Daniel Kertcher/Trading Pursuits – Serious or Scam? Kertcher claims: “We don’t believe in “get rich quick” programs – only in sharing practical trading knowledge, adding value, inspiring confidence and teaching intelligent risk management techniques. Our programs are designed to expand your knowledge and support your financial analysis while growing your trading confidence. We do not make any guarantees about your ability to … more » Options trading; share market investing and trading; Share trading education
Greg Speicher (USA)   He claims: “gives you the best ideas culled from the world’s greatest investors [to generate market-beating investment results]. In The Intelligent Investor, Graham said that enterprising investing would not be worth it if you could not add 5% to your annual returns. Buffett’s express goal is to beat the S&P 500. That’s the point of enterprising investing – to generate … more » share market investing and trading
Gary Stone
Company: Share Wealth Systems
  Products: “Blueprint To Wealth”, the SPA3 Investor investment methodology They claim: “This is a quick story about how I got started and how my team and I can help you. Over a quarter of a century ago, I started trading the financial markets. Yes… I actually started back in the 1989. Personally, I saw the markets as a means to give … more » Share market education; share market investing and trading; Share trading
Sir John Templeton
Company: John Templeton Foundation
  “As a pioneer in both financial investment and philanthropy, the late Sir John Templeton spent a lifetime encouraging open-mindedness. If he had not sought new paths, he once said, “I would have been unable to attain so many goals.” The motto that Sir John created for his Foundation, “How little we know, how eager to learn,” exemplified his philosophy both … more » Philanthropy; share market investing and trading
Mark Vandersluys
Company: Bullion Mark
  Site inactive? He claims: “is Australia’s leading gold bullion dealer with wholesale gold pricing available to retail and institutional clients. Our educational information ranges from videos for new gold bullion investors though to industry leading gold research for sophisticated and professional investors. Our free proprietary MyVault platform includes state of the art tools and charting functions which enable you to … more » Gold