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Stephen O’Halloran, Principal
Stephen is a strategic and progressive Senior Adviser and Portfolio Manager with over 15 years’ experience in advising and managing client portfolios. Stephen specialises in constructing and managing direct equity portfolios for high net worth clients and over many years has continually provided above average results to a range of different investors.
Stephen places great emphasis on building long term relationships with his clients through open communication and regular reviews.
Stephen has a Diploma of Financial Services and a wealth of investment experience which has been enhanced by his many pilgrimages to see Warren Buffet at the Berkshire Hathaway AGM in Omaha.
Outside of work, Stephen enjoys time with his family and friends. His interests include travelling & the occasional game of golf.
What Our Clients Say
“We have been clients for the past five years and are extremely happy with the way Stephen manages our portfolio. He communicates openly and always keeps us up to date with our investments. He understands our income and retirement needs and has provided for this in our portfolio.”
“As a business owner building my wealth is just as important as building my business. I trust Stephen’s advice and his investment approach has worked for me and my wealth needs. I have peace mind knowing an absolute expert is managing my portfolio the way I understand and it means one less thing i need to worry about.”
Professional Partners
We work closely with our accounting partner - AS Partners who specialise in the preparation of financial statements and income tax returns for small and medium size operations.
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