Callan Trew

Senior Private Wealth Adviser

Background

Callan joined Ord Minnett in 2011 from a leading private wealth firm, bringing a strong focus on multi-asset class portfolio construction tailored to each client’s unique needs.

His expertise spans Australian and international equities, fixed interest, bonds, options, and warrants, with a keen focus on strategic asset allocation and investment strategy. Callan specialises in identifying global investment opportunities with significant potential for long-term compounding growth and provides solutions to enhance income.

Callan’s comprehensive approach ensures that clients’ portfolios are optimally structured for both growth and income, with a particular emphasis on superannuation and achieving optimal financial results.

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 Management (Finance & Financial Planning), Deakin University

Certifications

  • Accredited Derivatives Adviser Level 1

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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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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