Andrew Tate

Private Wealth Adviser

Background

Andrew joined Ord Minnett in 2012 as a specialist equities adviser. Prior to Ord Minnett, Andrew spent seven years at Baker Young Stockbrokers. The tenure at Baker Young included managing a derivatives trading desk, while providing advice in options and futures trading. Before entering the financial services industry, Andrew held a number of senior management roles in the IT Services industry.

With more than 15 years’ experience in the investment advice and financial services industry, Andrew provides advice to both retail clients and sophisticated and professional investors.

The advice includes investment and portfolio management services encompassing Australian and international equities, exchange traded funds (ETFs), listed investment companies (LICs) and listed interest rate securities.

Andrew is an authorised financial planner with extensive expertise in derivatives and is very active in the equity capital markets space.

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

  • Diploma of Financial Planning, Kaplan Professional

Certifications

  • Accredited Derivatives Adviser Level 1 & 2
  • Superannuation

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Superannuation & SMSF

Office

Adelaide
Level 5 / 100 Pirie St Adelaide SA 5000
(08) 8203 2500
adelaide@ords.com.au

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