Brett Waller

Senior Private Wealth Adviser

Background

Brett is an experienced Senior Private Wealth Adviser assisting high net worth families globally to grow and protect their wealth through diversified investments.

Following more than 25 years with a major Australian bank, Brett spent eight years as Senior Vice President of a Fortune 500 Company in Singapore and Hong Kong, providing high-level financial planning and investment advice. A pioneer in investment migration, Brett established Ord Minnett’s Visa Investment Service in 2012 and is a key adviser for Investor and Significant Investor Visas. Brett offers personalised service across wealth management, asset protection, and estate planning, including self-managed super funds (SMSFs) and family trusts, via diverse asset classes. Brett is a Master Practitioner Member of the Stockbrokers and Investment Advisers Association (SIAA).

Licensed in Australia and Hong Kong, Brett provides specialist wealth creation advice for expats in the region, leveraging data and analysis to help clients achieve their long-term financial goals. Brett also specialises in providing investment solutions and advice for Hong Kong’s residenceby-investment visa, the Capital Investment Entrant Scheme (CIES).

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 Financial Planning, Kaplan Professional
  • Graduate Diploma of Financial Planning, Kaplan Professional
  • Professional Diploma in Stockbroking, Stockbrokers and Investment Advisers Association (SIAA)

Certifications

  • Certified Financial Planner (CFP), FPAS Singapore
  • Life Risk Specialist, Deakin University
  • Responsible Executive Examination, ASIC Market Integrity Rules & ASX Clear Operating Rules

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Redundancy / early retirement
  • Retirement planning
  • 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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