okis.com.au

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OKIS Wealth - Your Portfolio Partner. Welcome to OKIS Wealth Pty Ltd. Justin O'Kane (AR 223620), Will Allen (AR 456987), O’Kane Investment Services Pty Ltd (CAR 230284, ABN 66 101 935 737) and OKIS Wealth Pty Ltd (CAR 472509, ABN 64 603 723 897) are Authorised representatives of PGW Financial Services Pty Ltd, Australian Financial Services Licence holder (AFS No. 384713 ABN 15123835441 ). 2016 Client letter now available. We are Located at:. Level 5, 476 St. Kilda Road. Ph: 03 9945 5350 or 03 9016-8989.

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OKIS Wealth - Your Portfolio Partner. Welcome to OKIS Wealth Pty Ltd. Justin O'Kane (AR 223620), Will Allen (AR 456987), O’Kane Investment Services Pty Ltd (CAR 230284, ABN 66 101 935 737) and OKIS Wealth Pty Ltd (CAR 472509, ABN 64 603 723 897) are Authorised representatives of PGW Financial Services Pty Ltd, Australian Financial Services Licence holder (AFS No. 384713 ABN 15123835441 ). 2016 Client letter now available. We are Located at:. Level 5, 476 St. Kilda Road. Ph: 03 9945 5350 or 03 9016-8989.

<META> KEYWORDS

1 investment philosphy

2 portfolio management service

3 client letters

4 portfolio performance

5 disclosure and disclaimer

6 melbourne

7 australia

8 coupons

9 reviews

10 scam

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investment philosphy,portfolio management service,client letters,portfolio performance,disclosure and disclaimer,melbourne,australia

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OKIS | okis.com.au Reviews

https://okis.com.au

OKIS Wealth - Your Portfolio Partner. Welcome to OKIS Wealth Pty Ltd. Justin O'Kane (AR 223620), Will Allen (AR 456987), O’Kane Investment Services Pty Ltd (CAR 230284, ABN 66 101 935 737) and OKIS Wealth Pty Ltd (CAR 472509, ABN 64 603 723 897) are Authorised representatives of PGW Financial Services Pty Ltd, Australian Financial Services Licence holder (AFS No. 384713 ABN 15123835441 ). 2016 Client letter now available. We are Located at:. Level 5, 476 St. Kilda Road. Ph: 03 9945 5350 or 03 9016-8989.

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okis.com.au

1

OKIS

http://okis.com.au/investment-philosphy.php

Investment philosphy @ OKIS - Your Portfolio Partner. At OKIS our investment philosophy and resulting processes and decisions are based on trying to achieve the simple goal Warren Buffett suggested investors aim for. 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 ).

2

Disclosure and Disclaimer

http://okis.com.au/disclosure-and-disclaimer.php

Disclosure and disclaimer @ OKIS - Your Portfolio Partner. This web site ("Web Site") is operated by Justin O'Kane (AR 223620) and O’Kane Investment Services Pty Ltd (AR 230150, ABN 66 101 935 737). Use of the Web Site and information displayed on it is governed by the following terms. The information is directed to and applicable for Australian residents only. Note: This information supplied by Justin O'Kane and O’Kane Investment Services Pty Ltd is only relevant to residents of Australia. Pursuant to S...

3

Client Letters

http://okis.com.au/client-letters.php

Client letters @ OKIS - Your potfolio partner. Clients letters include estimates of portfolio performances and commentary. Please feel free to read these letters to gain a better insight as to the quality of our service. FY 2016 Client Letter. FY 2015 Client Letter. 1H 2015 Client Letter.pdf. Size : 272.76 Kb. 1H 2014 Client Letter.pdf. Size : 212.771 Kb. FY 2013 Client letter.pdf. Size : 154.319 Kb. 1H 2013 Client Letter.pdf. Size : 132.227 Kb. FY 2012 Client Letter.pdf. Size : 129.232 Kb. Justin O'Kane...

4

Portfolio Management

http://okis.com.au/portfolio-management.php

Portfolio management @ OKIS - Your Portfolio Partner. Clients are provided with an individually managed portfolio of investments tailored to individual requirements, which emphasis's the preservation of capital while maximising after-tax wealth. Risk management has been at the forefront of our success. Clients’ needs generally fall within three broad categories and have an investment portfolio developed in accordance: essential portfolios, b. Ced portfolios and absolute portfolios. Are predominately larg...

5

About

http://okis.com.au/about.php

About OKIS - Your Portfolio Partner. 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. Justin J O’Kane, CFA, is the researcher and portfolio manager with equities investing experience since 1997. Previously (since 1989...

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okis.com.au

OKIS

OKIS Wealth - Your Portfolio Partner. Welcome to OKIS Wealth Pty Ltd. Justin O'Kane (AR 223620), Will Allen (AR 456987), O’Kane Investment Services Pty Ltd (CAR 230284, ABN 66 101 935 737) and OKIS Wealth Pty Ltd (CAR 472509, ABN 64 603 723 897) are Authorised representatives of PGW Financial Services Pty Ltd, Australian Financial Services Licence holder (AFS No. 384713 ABN 15123835441 ). 2016 Client letter now available. We are Located at:. Level 5, 476 St. Kilda Road. Ph: 03 9945 5350 or 03 9016-8989.

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