The goal? Provide exceptional value and guidance to our clients.
The firm’s mission is to offer insightful, concentrated, and in-depth analysis on a portfolio of publicly listed small-to large-market capitalisation companies. While also providing bespoke client centric advisory for specialised/complex financial products. Paving a clearer path for investment decisions and validation of investments.
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Previous Investments
oOh!media is a leading Out of Home media company, offering engagement between people and brands across the largest and most diverse Out of Home location-based portfolios in Australia and New Zealand.
About
Services
General Investment Analysis and Advisory
Quarterly Portfolio Review & Benchmarking Analysis
Advanced Insights into Specialised & Complex Products
Locations
Brisbane
Recognition
Passed Level 1 of CFA Program
Bachelor of Commerce (Major in Finance)
Leading industry experience
Multidisciplinary Approach to Analyses
Clients
Long-term value orientated Investors
Wholesale and Professional Investors
Family Offices
High Net Worth Individuals (HNWIs)