Our Story
Ostermeyer Investment Partners is a boutique advisory firm based in Adelaide, South Australia, servicing a diverse range of clients.
Ostermeyer is privately owned and provides advice to private clients, high net worth individuals, sophisticated investors and families.
Ostermeyer is the holder of an Australian Financial Services Licence (AFSL No. 438949) issued by the Australian Securities & Investments Commission (ASIC).
Authorisations
Ostermeyer is authorised by ASIC to advise and deal in the following:
- Deposit and Payment Products
- Government Debentures, Stocks and Bonds
- Investment Life Insurance Products
- Life Risk Insurance Products
- Managed Investment Schemes
- Retirement Savings Account Products
- Securities
- Superannuation
Quenton Desira CFPCompany Director
Quenton is the Director and a Representative of Ostermeyer Investment Partners Pty Ltd. Quenton commenced his financial services career with the ANZ Banking Group. Since this time he has held various roles in the finance sector which culminated in the establishment of Ostermeyer. Quenton has an unwavering passion for clients, strategic advice and bespoke investment solutions. Quenton is a Certified Financial Planner (CFP), a Practitioner Member of the Financial Advice Association Australia (FAAA) and has been authorised by ASIC to provide financial advice since 21 August 1997.
Our Experience
Ostermeyer has experience in dealing with a broad range of client types and provides services in the following areas:
Our Experience
Ostermeyer has experience in dealing with a broad range of client types and provides services in the following areas:
Wealth Planning
We help you create a tailored plan for your financial future, focusing on your goals and dreams.
Portfolio Management
Our experts manage your investments to ensure they align with your risk tolerance and objectives.
Estate Planning
We provide guidance on how to protect your assets and ensure your wishes are honored after you’re gone.
Retirement Planning
We help you prepare for the retirement you envision, ensuring your plans are set for the future.
Investment Strategies
Our tailored approaches help you navigate the investment landscape and achieve your financial goals.
The Advice Process
The advice process is a structured path for client engagement and essentially involves the following steps:
