Jarrod has extensive experience in providing wealth management advice and solutions to a diverse range of individuals, family trusts, self-managed super funds (SMSFs), and other entities. With over 20 years in the industry, his career has focused on investment advice and strategy, multi-asset portfolio construction, and investment analysis and research.
After completing degrees in Economics and Finance at the University of Adelaide in 2002, Jarrod embarked on a career in finance, moving interstate to commence a role in financial services regulation, gaining broad exposure to financial markets, products and regulation. He then returned to Adelaide to take up a role providing institutional investment research and advice on ASX listed companies, further developing skills in valuation techniques, financial forecasting and fundamental investment analysis.
In 2012, Jarrod joined Ord Minnett, where he has since dedicated his expertise to wealth management and investment advice. He takes a holistic and tailored approach, working closely with clients to understand their unique circumstances and goals. His work spans portfolio construction, implementation of investment strategies, and ongoing performance reporting.
Jarrod’s deep knowledge of listed investments, including shares, listed investment companies, and exchange traded funds (ETFs) across both Australian and global markets, supports a transparent and customised investment approach designed to meet each client’s specific objectives.
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