What sets us apart...
¤ Single purpose business specialising in share portfolios
¤ Experts in fund management and equity markets
¤ Specialising in private wealth management for high net worth individuals
¤ Australian Financial Services license. PI insured
¤ Owned by management
¤ Not associated with any organisation or product provider
¤ Fee-based, value-add
¤ Customised financial management
¤ Absolute discretion
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Investment management background
¤ Kieran Kelly - Managing Director
Formerly Director, Corporate Finance, Prudential Bache Securities Managing Director, InvestorInfo Ltd. Senior Portfolio Manager PNC International. 27 years experience in fund management and sharebroking. Australian equity specialist.
¤ Bob Sisson - CFP Analyst/ Financial Planner
Specialises in investment management and analysis for high net worth individuals including pension and taxation strategies. Mutual fund specialist. 25 years experience in financial advice.
¤ Alexander Chin B.Com, LLB - Investment Analyst
Formerly of The Intelligent Investor. Undertaking security analysis and portfolio construction.
¤ Catherine Hunter - Analyst
Data and records. Undertakes all data entry and record keeping including settlements and custodian work for clients.