ASP Portfolio Managers provides you with high quality advice, personalised service and an ongoing attention to your changing needs.
As a client of ASP Portfolio Managers, we will work with you to develop, implement and maintain a comprehensive financial strategy to meet your personal and business objectives. This will assist you and your family in preserving and growing your wealth, protecting against risks and reaching your chosen goals and objectives.
ASP Portfolio Managers works closely with your other professional advisers, such as your Accountant or Lawyer.
Stephen O'Halloran, our authorised representative, has many years of experience in financial planning and can assist you in developing a strategy that will meet your short and long term requirements.
Financial Planner
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Stephen O'Halloran (ASIC Authorised Representative Number: 253300) holds a Diploma of Financial Services. Having worked in the Financial Services Industry since 1991, he has a wealth of knowledge and experience in financial planning.
Prior to joining AS Partners in 2004, Stephen spent the previous 13 years in various roles within the Financial Planning Services and Funds Management industry. After a two year working holiday in the United Kingdom and Europe, Stephen had humble beginnings as an Agency Manager within the large financial planning firm, The Financial Clinic. After spending a few years in that role, he was promoted to an Insurance & Investment Adviser within the firm, managing an approximate book of $100 million of assets under management, and providing insurance and superannuation portfolio advice.
After a number of years in that role, Stephen joined Barba & Barba Financial Group, a full service Financial Planning & Accounting practice, as a Private Client Adviser. During his time at Barba & Barba Stephen concentrated his skills in reviewing and analysing research from authorized stock broking firms, to assess opportunities in buying and selling direct shares. He assisted the clients of the firm to build stock portfolios, actively reviewing and monitoring client's investments, as well as creating and managing DIY Superannuation Funds.
In late 2000, Stephen joined INTERSUISSE Ltd., Melbourne, as a Financial Planner for the Private Clients. Traditionally a retail stock broking business, Stephen was employed on a 12 month contract basis, to establish and manage a financial planning service to compliment the existing stock broking services already on offer. It was here that Stephen successfully built a full management service which was offered to top-level clients of INTERSUISSE Ltd.
Then after the Contract finished, Stephen commenced working in the Primestock Group in late 2001, during which time he worked closely with the Business Operations Managers to implement and co-ordinate the financial Services operations for two of the member firms within the Group. His duties included educating the senior accountants about the financial services industry as well as advising and implementing personalised investment strategies for clients of the firm.
It was here that Stephen attracted the Partners within AS Partners. In this role, Stephen is an Authorised Representative of Private Wealth Pty, and his advice is provided through ASP Portfolio Managers Pty Ltd, which is in part owned by AS Partners. As a Financial Adviser in this firm, Stephen specialises in providing advice in share broking, wealth accumulation strategies, superannuation advice (including Self Managed Super Funds), pre and post retirement planning and portfolio management incorporated within the investment advice.
STEPHEN O'HALLORANAuthorised Representative No. 253300
ASP Portfolio Managers Pty Ltd
Corporate Representative No. 309189
For more information please email This e-mail address is being protected from spambots. You need JavaScript enabled to view it
