Ben Leeden

Private Wealth Adviser

Background

Ben has been working with Ord Minnett since 1999 and has been a Private Wealth Adviser since 2003.

He closely monitors risk and regularly reviews clients’ investment portfolios to ensure their long-term objectives are achieved. His clients include private investors, superannuation funds, and both sophisticated and professional investors located locally, across Australia and overseas.

Ben provides advice on Australian and international equities, fixed interest, wholesale bonds, cash, alternatives, derivatives trading, risk minimisation strategies, superannuation and retirement planning.

He specialises in portfolio management and seeks to add value for clients through portfolio construction, strategic asset allocation, investment and trading ideas.

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 International Finance, (Accounting), Griffith University
  • Graduate Diploma of Applied Finance and Investment, Securities Institute of Australia

Certifications

  • Accredited Derivatives Adviser Level 1 & 2

Areas of Advice

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

Office

Gold Coast
Level 7 / 50 Appel St Surfers Paradise QLD 4217
(07) 5557 3333
goldcoast@ords.com.au

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