Hong Wei

Private Wealth Adviser

Background

Hong joined Ord Minnett in 2014 as an Investment Adviser, and became a licensed Private Wealth Adviser in 2018. Since then, he has focused on developing bespoke investment solutions tailored to each client’s financial goals and risk profile.

Drawing on his prior experience in financial markets, Hong carefully balances fiscal objectives to preserve and enhance capital. He provides prudent, well-structured plans that align strategy, structure, and portfolio design to support long-term wealth creation.

Hong specialises in advising self-managed super fund (SMSF) retirees and high net worth investors, leveraging his expertise in direct equities, exchange traded funds (ETFs), and options strategies to meet their evolving investment needs.

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 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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