Hong Wei

Private Wealth Adviser

Background

Hong Wei joined Ord Minnett in 2014 and became a licensed Private Wealth Adviser in 2018. Since then, he has been dedicated to building and preserving client wealth, focusing on bespoke investment solutions tailored to each client’s unique financial goals and risk profile.

His approach centres on creating prudent, well-structured plans that align strategy and portfolio design for long-term capital growth. Hong specialises in advising self-managed super fund (SMSF) retirees and high-net-worth investors, integrating core holdings in direct equities and ETFs with advanced portfolio management techniques.

A key area of his expertise is the implementation of sophisticated options strategies to proactively manage risk, generate additional income, and enhance overall portfolio returns.

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

  • Graduate Diploma of Financial Planning, Kaplan Professional
  • Diploma of Financial Planning, Kaplan Professional
  • Bachelor of Commerce, University of Canterbury, NZ

Certifications

  • Accredited Derivatives Adviser Level 1 & 2

Areas of Advice

  • 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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