Anthony Ward

Senior Private Wealth Adviser

Background

Anthony has worked in the financial services industry since 1989. During this time, he gained valuable investment knowledge working for blue-chip financial organisations in both Sydney and London. This experience laid a strong foundation for his current senior role at Ord Minnett, Sunshine Coast.

Anthony joined the Ords team in 2003 after moving the family from the big smoke of Sydney. He has since established a successful business servicing the investment needs of high net worth individuals on the Sunshine Coast.

Anthony offers clients a comprehensive approach to wealth management, tailoring his financial advice to their individual needs, preferences, and circumstances.

His areas of specialisation include asset allocation, investment strategies, superannuation and self-managed super funds (SMSFs), wealth protection, and retirement planning.

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 (Accounting)

Certifications

Areas of Advice

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

Office

Sunshine Coast
Burnett House 1/99 Burnett St Buderim QLD 4556
(07) 5430 4444
sunshinecoast@ords.com.au

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