BOAG FINANCIAL was founded by bringing together a team of experienced professionals from asset management, wealth management and broking backgrounds to form a boutique private asset management organisation.

Our background and experience obtained in a family office environment has had a major influence on our investment philosophy, and the service we provide to our clients.

BOAG FINANCIAL

Adrian Phelan

This department provides guidance and recommendations on investment strategies and financial management for clients.

Investment Advisory

This department focuses on providing financial advice and managing investments for clients.

BOAG FINANCIAL

Org chart

Teams

Investment Advisory

Investment Management

Offices