Francesco De Stradis

MCom
Investment Adviser

Background

Francesco is an Investment Adviser with more than 25 years’ experience in financial markets and wealth management. He works closely with private and wholesale clients to develop tailored investment strategies designed to build, manage and preserve long-term wealth.

His experience spans investment research, securities trading, portfolio management, product development and strategic advice. He has also held senior leadership positions with leading stockbroking firms, including Ord Minnett, and previously worked as an Economist providing advice to corporate and government clients.

Francesco’s broad market knowledge and practical experience enable him to deliver informed, disciplined and personalised advice across a wide range of investment areas. His expertise includes Australian and international equities, ETFs, portfolio construction, income strategies, wealth preservation, margin lending and employee share plans.

Working closely with clients to understand their objectives, risk tolerance and long-term goals, Francesco provides personalised portfolio management and disciplined investment advice to help build, manage and protect wealth. Through Ord Minnett, clients also have access to a comprehensive range of specialist investment, retirement planning and wealth management solutions.

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

  • Master of Commerce, UNSW
  • Bachelor of Economics, University of New England

Certifications

  • Accredited Derivatives Adviser, Level 1
  • Accredited Superannuation Adviser
  • Accredited ASX/ACH Responsible Executive

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Superannuation & SMSF

Office

Sydney
Grosvenor Place Level 18, 225 George St Sydney NSW 2000
(02) 8216 6300
sydney@ords.com.au

Map

Testimonials

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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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