Anthony Teasdale

Senior Private Wealth Adviser

Background

Anthony joined Ord Minnett 12 years ago as a Private Wealth Adviser, bringing more than 25 years of experience in financial markets.

Prior to this, he spent nearly eight years at National Australia Bank as a Director in Capital Markets Origination, executing debt and equity capital raisings. Anthony specialises in providing wealth management advice and managing investment portfolios for high net worth private clients, self-managed super funds (SMSFs), offshore retirement funds, not-forprofit foundations, and endowments.

His extensive background in capital markets underpins his strategic approach to wealth management and investment.

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 Applied Finance, Macquarie University
  • Bachelor of Commerce, (Accounting & Economics), Monash University

Certifications

  • Accredited Derivatives Adviser Level 1
  • Superannuation
  • Securities & Managed Investments

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • 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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