Adrian Leppinus

Private Wealth Adviser

Background

Adrian became a Private Wealth Adviser in 2015 and brings over 25 years of experience in financial markets, working with a diverse clientele including high net worth individuals, family offices, and institutional clients.

His extensive experience equips him with a deep understanding of navigating varying market conditions. Adrian specialises in helping clients achieve their financial goals through a client-centric approach. He prioritises gaining a thorough understanding of each client’s specific aspirations, complemented by comprehensive research into the underlying investments. This dual focus allows him to develop wellinformed and tailored strategies designed to help clients succeed in both favourable and challenging economic climates.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Graduate Diploma of Applied Finance and Investment, FINSIA
  • Bachelor of Commerce, The University of Sydney

Certifications

  • Accredited Derivatives Adviser Level 1

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies

Office

Sydney
Grosvenor Place Level 18, 225 George St Sydney NSW 2000
(02) 8216 6300
sydney@ords.com.au

Map

Start a
Conversation

Whether it’s the first time you’ve sought advice, or you're looking for a fresh perspective, our advisers will help you gain clarity, confidence and opportunity.