OKIS Wealth is a private wealth management company specialising in investment portfolio management for self managed superannuation funds and private funds.

How we work together

OKIS Wealth is a Sharesight Pro Silver Partner that leverages Sharesight to provide award-winning portfolio reporting to its clients.

Their thoughts on Sharesight

Sharesight is an easy to use portfolio system that’s surprised us with its flexibility and usefulness in the context of supporting our own management systems – especially for the price. The reporting feature is a highlight as is the ability to tailor return performance figures in a quick and easy manner. Nothing comes close for the price (and personal service you also receive).
Will Allen – OKIS Wealth

Justin O'Kane (AR 223620), Will Allen (AR 456987) and OKIS Wealth Pty Ltd (AR 472509 ABN 64 603 723 897) are Authorised Representatives of PGW Financial Services Pty Ltd, (AFSL 384713 ABN 15123835441).

Website
OKIS Wealth
Location
Australia
Address
Level 5, 476 St. Kilda Road
Melbourne, VIC
Contact
wallen@okis.com.au
03 9945 5350
Partner Category
Financial Advisors
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