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Stephen O’Halloran

Stephen O’Halloran

Investment Advisor

Stephen has spent over 25 years advising wholesale clients, establishing a reputation for delivering strategies that challenge convention and create long-term value. Throughout his career, Stephen has collaborated closely with self-made, entrepreneurial individuals who value independence, customised solutions, and bold strategies over mass-produced products. His skill in aligning investment opportunities with investors’ ambitions has established him as a trusted adviser to those wanting to build their wealth on their own terms. As an experienced Investment Adviser, Stephen now brings this wealth of insight and vision to Tribeca, contributing not only his deep technical knowledge but also his passion for helping clients achieve exceptional outcomes through unconventional thinking and disciplined execution.

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What does this mean?

Wholesale clients and sophisticated investors are defined in section 761G of the Corporations Act 2001 (Cth). They include, for example, a person with an accountant’s certificate (from the last two years) confirming net assets of at least $2.5 million or gross income of at least $250,000 a year for each of the last two financial years.