I have been dedicated to investing since I bought my first shares in a local Burdekin sugar mill at the age of ten. This early passion for finance resulted in extensive study in the field while developing my career in the financial sector.
In 2016, after 24 years as a private client advisor, it was the right time to establish my own personalised investment office.
Years of research for the best and most reliable investment philosophy has led to my application of a value investment philosophy for clients as it provides the greatest, safe return.
arcinvest combines my passion for value investing with the opportunity to help others through educated, experienced and reliable investment management.
The value investing approach means once investments are selected we continue to monitor your individual share investments, making any recommendations for adjustment as share prices change and valuation dictates whether the investment remains good value.
This method is based on buying good, solid, reliable businesses with a good income stream, a durable competitive advantage and good management for a reasonable price with a margin of safety and holding onto them.
Allan has been my share investment advisor for many years. His method of selecting investments to buy and when to sell them is continuing to work out well for me and my family. Seldom had a bad one. Careful selection and diversification has minimized the risk. I (and the family) will continue to use Allan's services.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 1992
- Years of experience 31
- Graduate Diploma of Applied Finance and Investment
- Certified Practicing Accountant (CPA)
Arcinvest Pty Ltd177A Bennetts Rd
Norman Park, QLD 4170
- 7:00am – 3:00pm Thursday
- 7:00am – 5:00pm Friday
- 7:00am – 6:00pm Monday, Wednesday
- 8:00am – 6:00pm Tuesday
Arcinvest Pty Ltd