Darryl Watt

MeSIAA
Senior Private Wealth Adviser

Background

Darryl Watt is a Senior Private Wealth Adviser with Ord Minnett Sunshine Coast.

Darryl began his career with Ord Minnett Buderim in 2006 and has now been an adviser for more than 13 years. Prior to his time at Ord Minnett, he was employed at Centrelink, working in a variety of roles for twelve years.

He has completed a Bachelor of Business degree, in addition to a Graduate Diploma in Financial Planning at the University of the Sunshine Coast.

Darryl can provide advice and portfolio management services in a range of areas including Australian shares, fixed interest, international shares, managed funds, cash management services, leveraged investments, initial public offerings (IPOs) and other capital raisings.

Specific areas of expertise include superannuation, self-managed super funds (SMSFs), pre and post-retirement planning, the age pension and Commonwealth Seniors Health Care Card, aged care, wealth creation, transfer strategies and portfolio management.

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

  • Graduate Diploma of Financial Planning
  • Bachelor of Business

Certifications

Areas of Advice

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

Office

Sunshine Coast
Burnett House 1/99 Burnett St Buderim QLD 4556
(07) 5430 4444
sunshinecoast@ords.com.au

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