KOSEC Expands Nationally Across Australia, Acquiring Top Advisers and Introducing Revolutionary Financial Technology Products

Sydney, NSW, Australia, 4th Mar 2024 – KOSEC- Kodari Securities, a leading innovator in the financial industry, is proud to announce its expansion nationally across Australia. This significant milestone comes after successfully setting up offices in the United States. Leveraging its success and extensive product and service offering, unmatched by any other institution, KOSEC is poised to redefine the investment landscape in Australia.

At the forefront of this expansion is the launch of the latest financial technology products, including the groundbreaking PHANTOM X. This cutting-edge software provides KOSEC clients with a real competitive edge by seamlessly integrating a wealth of comprehensive resources, granting them a distinct and powerful advantage.

“KOSEC is dedicated to empowering investors with the tools and resources they need to succeed in today’s dynamic market,” said Michael Kodari, CEO of KOSEC. “With the launch of PHANTOM X and our other innovative products, we are revolutionizing the way investors approach their portfolios.”

PHANTOM X offers a realm of limitless opportunities, providing access to decision-driving data, macroeconomic insights, currency and commodities forecasts, laser-focused sector analysis, insider trading intel, company-specific updates, fundamental analysis, institutional valuations, analyst ratings, thematic stocks, dynamic charting tools, and the force of Artificial Intelligence. Crafted with the expertise of industry professionals, this remarkable software was initially designed for internal use but is now available to KOSEC clients, offering unique access to a universe of knowledge.

In addition to PHANTOM X, KOSEC introduces a suite of other cutting-edge financial technology products:

LOTUS BLUE: A unique filtering system intricately designed to effortlessly direct investors towards cutting-edge investment opportunities.

BUFFETT 2.0: An in-house valuation model inspired by Warren Buffet’s investment philosophy, providing investors with a more robust and precise intrinsic company valuation.

LIVERMORE AI: An Artificial Intelligence/Machine Learning algorithm engineered to swiftly discern time-sensitive opportunities and identify potential risks associated with clients’ holdings.

PORTFOLIO SCREENER: A comprehensive portfolio review tool that conducts in-depth analysis of each company within clients’ portfolios, offering unparalleled clarity and insight.

“We are thrilled to bring these innovative products to our clients and expand our reach across Australia,” said Michael Kodari. “With KOSEC’s commitment to excellence and dedication to innovation, we are confident that we will continue to lead the way in the financial industry.”

What separates KOSEC on top of innovative technology and visionary learnership is the transparent investment strategy backed by evidence, as it transcend the realm of basic macroeconomic analysis and company fundamentals. unlike the majority of institutions and retail investors who often rely on opinions alone, KOSEC delves into the depths of thorough due diligence, going beyond the surface.  

KOSEC’s daily routine begins with a meticulous examination of macro and microeconomic factors, where analysts and traders convene to dissect data and news, focusing on indicators like GDP, inflation, and unemployment rates. This thorough analysis extends to influential news outlets and analyst recommendations, providing insights into potential impacts on the economy, sectors, and individual companies. Complementing this macro view, KOSEC’s fundamental analysis delves deep into the financial health and operational dynamics of top-performing companies, considering metrics like revenues, earnings, and debt sustainability to manage risk effectively.

In addition to its fundamental approach, KOSEC utilizes institutional valuations and its proprietary “Buffett 2.0” model to refine investment decisions with precision, selecting companies with valuations positioned below their current stock prices. Moreover, KOSEC leverages technical analysis and advanced AI/ML software to navigate market conditions and promptly respond to potential risks within clients’ portfolios. This strategic approach ensures that KOSEC remains at the forefront of investment management, empowering clients with informed decisions and optimal risk-to-reward opportunities in today’s dynamic market landscape.  

About Michael Kodari:

Michael Kodari stands as an internationally recognized investor, philanthropist, and leading expert in financial markets. He shines as a global luminary in investment, consistently delivering exceptional performance that distinguishes him on the international stage. Praised by CNBC Asia as ‘the brightest 21st-century entrepreneur in wealth management,’ Kodari’s journey has been marked by collaboration with industry leaders and consultations with esteemed financial institutions.

Beginning his career with a solid foundation in funds management and stockbroking, Kodari’s ascent has been marked by notable achievements. He became the youngest expert panelist on the Sky Business Channel at just 25 years old, captivating audiences and achieving record-high ratings. Over three transformative years, Kodari solidified his reputation as an unwavering force in the financial sector.

Kodari’s influence extends beyond screens and print media, with engagements across diverse platforms and spearheading enlightening global conferences. His participation in significant events, such as ‘Inside China’s Future,’ underscore his prowess in fund management. Notably, he stood alongside the eminent George Soros as the sole financiers invited to offer insights on Chinese government asset allocation offshore, a testament to his extraordinary expertise.

In 2019, Kodari’s reputation was further amplified as an esteemed expert panelist at Parliament House, contributing significantly to discussions on the dynamic landscape of innovation and entrepreneurship between Australia and China. His role as a trusted authority in investment and collaboration on an international scale solidified through his profound insights and expertise.

About KOSEC – Kodari Securities:

KOSEC is the destination for investors dedicated to discovering optimal avenues to cultivate their wealth while preserving their capital. Empowering clients with crucial insights and a wide array of resources enhances their ability to make informed and strategic investment decisions.

KOSEC works with individuals, family offices, trusts, SMSFs, corporations, and charities, providing immediate access to world-class resources and insights. With a commitment to excellence, KOSEC fosters genuine connections with both clients and exceptional employees, driven by a singular mission: to empower investors with unparalleled knowledge, cutting-edge tools, and abundant resources that unlock groundbreaking investment opportunities.


Media Contact

Organization: KOSEC – Kodari Securities Pty Ltd

Contact Person: Perry Ranclaud



Contact Number: +61299553151

City: Sydney

State: NSW

Country: Australia

Release Id: 04032410194

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