George Gladstone

Private Wealth Adviser

Background

Having commenced working at Ord Minnett in 1997, after working in London for four years, George has spent the last 18 years advising clients.

George initially started working from the Ord Minnett Sydney office and more recently has begun working out of our Hong Kong office. George is a Responsible Officer of the Hong Kong Office. He is a trusted resource for wealth creation and protection strategies, serving both Australian and Hong Kong-based clients.

George provides tailored investment advice, drawing on his expertise in domestic and international equities, fixed-income, and capital raisings, seamlessly incorporating insights from Ords’ in-house Research team.

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 in Financial Planning, Kaplan Professional
  • Bachelor of Business, Monash University

Certifications

  • Accredited Derivatives Adviser Level 1 & 2

Areas of Advice

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

Office

Hong Kong
1801, Ruttonjee House, 11 Duddell St, Central, Hong Kong
+852 2912 8980
enquiries@ords.com.hk

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