Eric joined Ord Minnett from Macquarie Private Wealth in 2018, bringing more than 20 years of experience advising high net worth individuals, trusts, and superannuation funds.
His focus is on delivering investment strategies, structures, and portfolios tailored to his clients’ situations, financial goals, and risk profiles. Eric is committed to supporting his clients throughout their investment journey, from wealth accumulation to establishing and maintaining financial independence. His extensive expertise covers direct Australian and international equities, listed property trusts, managed funds, derivative strategies, and fixed interest.
Understanding the evolving nature of clients’ circumstances and risk attitudes, Eric provides valued advice and guidance as they navigate their path to financial independence.
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