Henry Vo

MFinPlan
Senior Private Wealth Adviser

Background

Henry is a Senior Private Wealth Adviser with more than 15 years of experience providing strategic financial counsel to both local and international clients. He prioritises direct client engagement, fostering enduring relationships and developing a thorough understanding of their unique investment needs.

Henry’s clients include individuals, self-managed super funds (SMSFs), trusts, companies, multinational corporations (MNCs), private ancillary funds (PAFs), and charitable foundations. Leveraging his extensive market expertise, he delivers holistic financial planning to optimise asset structuring.

His investment approach focuses on capital growth, capital protection, and income enhancement, providing tailored solutions for long-term financial security.

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

  • Master of Financial Planning Graduate Diploma of Financial Planning
  • Professional Diploma of Stockbroking
  • Bachelor of Business (Economics & Finance)

Certifications

  • Accredited Derivatives Adviser Level 1
  • Superannuation
  • Margin Lending

Areas of Advice

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

Office

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

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