Ben Ellwood

Senior Private Wealth Adviser

Background

With more than 15 years in the financial services industry, Ben is a trusted Senior Private Wealth Adviser at Ord Minnett, known for his expertise and client-first approach.

Before entering the world of finance, he travelled internationally as a professional tennis player, which instilled in him discipline and resilience. Ben began his career at UBS before joining E.L. & C. Baillieu, which was later acquired by Ord Minnett.

Ben’s clients primarily include retail investors, self-managed super funds, and sophisticated investors. Specialising in investment and portfolio management, he introduced discretionary managed portfolios to E.L. & C. Baillieu over a decade ago, offering tailored solutions for suitable clients. Ben is committed to maintaining high service standards, ensuring his clients receive the best financial advice and support to achieve their goals.

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 Commerce, Deakin University

Certifications

  • Accredited Derivatives Adviser Level 1 & 2

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Margin lending

Office

Melbourne
Level 22/35 Collins St Melbourne VIC 3000
(03) 9608 4111
melbourne@ords.com.au

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