Hamish Macneil

Private Wealth Adviser

Background

Based in Melbourne and with over a decade of financial advice experience, Hamish has cultivated long-standing relationships with his clients through high-quality, professional, and personal advice.

He specialises in designing and implementing financial strategies that best address his clients’ individual circumstances and investment goals to successfully build and preserve their wealth. Hamish’s main areas of expertise include self-managed super funds (SMSFs), portfolio administration, wealth management, fixed interest and cash management, and margin lending and gearing strategies.

He provides a holistic approach to portfolio management and regularly engages with accountants and other financial professionals to provide the best outcomes for his clients.

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 Business (Accounting & Marketing), Swinburne University of Technology
  • Graduate Diploma of Applied Finance and Investment, Securities Institute

Certifications

  • Margin Lending

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies

Office

Melbourne
Level 22/35 Collins St Melbourne VIC 3000
(03) 9608 4111
melbourne@ords.com.au

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