If you don’t know your investments know your investment manager.
Since 2003 Justin O'Kane and O’Kane Investment Services Pty Ltd has provided a private client service focused on the management of investment portfolios of listed securities. It is suitable for all kinds of investment vehicles including self-managed superannuation funds.
The Portfolio Management Service is not a pooled investment vehicle and our clients remain the owners of all securities held within their portfolios at all times.
As your portfolio manager, we will search for and identify any buy, sell and hold opportunities in the equity and interest bearing securities markets. We deal with securities traded on the Australian Stock Exchange. Once found we will bring these opportunities to your attention and, in accordance with your instructions and guidelines, execute and manage these positions.
An advantage of dealing with a small boutique operator is the ability to discuss all aspects of the investment portfolio with the person doing the work in real time.
Justin J O’Kane, CFA, is the researcher and portfolio manager with equities investing experience since 1997. Previously (since 1989) he operated in the wholesale financial markets in both Australia and overseas, holding senior positions with major Australian Banks. He holds a Bachelor degree in Commerce from the University of Melbourne is 146 compliant and has earned the right to use the Chartered Financial Analyst designation.
The CFA designation is globally recognised and attests to a charter holder's success in a rigorous and comprehensive study program in the field of investment management and research analysis. As a CFA charter holder Justin is committed to the highest ethical standards. More on the CFA Institute, cfainstitute.org/aboutus
Justin O'Kane (AR 223620) and O’Kane Investment Services Pty Ltd (CAR 230284, ABN 66 101 935 737) are Authorised representatives of PGW Financial Services Pty Ltd, Australian Financial Services Licence holder (AFS No. 384713 ABN 15123835441 ).