Andrew Zannettides

Private Wealth Adviser

Background

Andrew specialises in providing clients with strategic investment advice through a highly personalised approach to asset allocation.

With more than 13 years of experience in the financial services industry, his strong background in economics and finance offers clients a valuable perspective. Before joining Ord Minnett ten years ago, Andrew gained experience at CommSec Adviser Services and Commonwealth Private Bank. He is dedicated to understanding and meeting the unique personal and financial needs of his clients.

Andrew prioritises listening carefully to his clients’ specific goals and objectives to design tailored investment solutions, leveraging the firm’s superior institutional research and direct investment options across all asset classes.

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

  • Bachelor of Business & Commerce (Applied Finance)
  • Diploma of Financial Planning

Certifications

  • Accredited Derivatives Adviser Level 1

Areas of Advice

  • Asset allocation
  • Financial advice
  • Financial planning
  • 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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