Isaac Poole from Oreana Financial Services is bullish on equities, less so on bonds. But he says everything needs to be kept in perspective – which is why he has a 60/40 approach to all things portfolio construction. (Source: Ausbiz) Click here to watch the interview.

Melbourne
Level 17, 627 Chapel Street, South Yarra, Melbourne, Victoria, 3141
Australia

T +61 3 9804 7113
F +61 3 9804 8377

Please email your request to
info@oreanafinancial.com

Sydney
Level 3, 31 Alfred Street,
Sydney, NSW 2000
Australia

T +61 3 9804 7113
F +61 3 9804 8377

Please email your request to
info@oreanafinancial.com

Hong Kong
Suite 1002, 10th Floor
Cambridge House, Taikoo Place
979 King’s Road, Quarry Bay, Hong Kong

T +852 3185 0200
F +852 2110 0736

Please email your request to
info@oreanafinancial.com

A Licensed Financial Firm

In Hong Kong we are licensed by the Securities and Futures Commission (license no. AHX191), the Insurance Authority (license no. FB1443) and the Mandatory Provident Fund Authority (license no. IC000563). 

In Australia we are licensed by the Australian Securities and Investments Commission (AFSL No: 482234, ABN 91 607 515 122).