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
Supernnuation
& 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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