Ian Johnston

Private Wealth Adviser

Background

Ian Johnston brings over four decades of experience in the financial services industry and has been a Financial Adviser since 1994. He specialises in portfolio management for retail clients, with a particular focus on family groups.

He collaborates closely with professional networks, including accountants and solicitors, ensuring clients receive comprehensive advice from qualified experts. Ian develops bespoke investment strategies tailored to individual investment objectives and risk appetites, employing a rigorous risk management process to safeguard client interests.

Before joining E.L. & C. Baillieu and later becoming Ord Minnett, Ian held diverse roles in corporate, retail, and private banking with major institutions such as Westpac, Natwest Australia Bank, and HSBC. He also served as a Director at the financial services firm, Sino Securities International Ltd, an investment bank. Over the past 18 years at E.L. & C. Baillieu and Ord Minnett, Ian has expanded his expertise to encompass advisory services for sophisticated investor visa applications and comprehensive financial planning.

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

  • Diploma of Financial Planning, Financial Planning Association of Australia
  • Bachelor of Business (Banking & Finance), Monash University

Certifications

  • Margin Lending

Areas of Advice

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

Office

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

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