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
Superannuation
& 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

Map

Testimonials

I’ve been a client of Ord Minnett Melbourne for more than 25 years, and throughout that time Vince Novelli and Ben Ellwood have consistently taken exceptional care of my investments. Their service has always been highly professional, focused on both safeguarding my portfolio and achieving solid returns.

Beyond their expertise, Vince and Ben have become trusted and valued friends over the years. I could not speak more highly of them or the quality of service they provide.

Peter B.

Vince and Ben have been a pleasure to deal with over the years. The advice they provide is always spot on. They answer my queries promptly. I have no hesitation in recommending them.

Peter Wilson

Always approachable, professional and friendly. A trusted partner.

Stephen Brook

Building wealth for generations

Ord Minnett is an Australian owned wealth management firm. We offer financial advice and investment management for individuals, families, businesses and organisations, enabling them to protect and grow their wealth.

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