Andrew Ventura

Private Wealth Adviser

Background

Andrew has more than nine years of experience in the financial services industry. He joined Ord Minnett in 2018 as an Adviser Assistant and was promoted to the role of Associate Private Wealth Adviser in 2021. Prior to joining Ord Minnett, Andrew worked as a Portfolio Analyst at Mainstream Group.

In 2021, Andrew was awarded the Tim Cohen Scholarship at Ord Minnett to complete a Graduate Diploma of Financial Planning. His primary areas of expertise are in superannuation, retirement planning, and stockbroking. He provides tailored investment advice to high net worth individuals and their families, and is known for delivering clear and concise solutions to complex individual circumstances.

The investment universe that Andrew largely utilises includes Australian equities, listed investment companies (LICs), exchange traded funds (ETFs), international equities, interest rate securities, wholesale bonds, and cash.

Outside of work, Andrew enjoys spending time with his family and is an avid football fan.

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

  • Master of Financial Planning, Kaplan Professional
  • Graduate Diploma of Financial Planning, Kaplan Professional
  • Bachelor of Applied Finance & Bachelor of Economics, Macquarie University

Certifications

  • Accredited Derivatives Adviser Level 1 & 2
  • Margin Lending

Areas of Advice

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

Office

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

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