Jonathan Haslam

Private Wealth Adviser

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Background

Jonathan has been with Ord Minnett for more than eight years, having worked in private wealth operations before transitioning to an advisory role in 2025 and becoming a fully licensed Private Wealth Adviser in 2026.

He is passionate about developing tailored, clearly defined strategies that help clients build, preserve and grow their wealth over the long term. His focus is on delivering exceptional service and fostering trusted, enduring client relationships.

Jonathan’s expertise in investment markets and wealth strategy helps simplify the complexities of portfolio management, retirement planning and tax-effective wealth structures. Jonathan is currently a candidate in the CFA Program, working toward the Chartered Financial Analyst (CFA) designation.

Leveraging advanced qualifications in financial analysis, investments and financial planning, Jonathan provides clients with the insight and clarity needed to make informed decisions and feel confident in managing their wealth.

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

Master of Applied Finance (Investing), University of Wollongong
Graduate Diploma Financial Planning, Kaplan Professional

Certifications

Areas of Advice

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

Office

Sydney

Grosvenor Place Level 18, 225 George St Sydney NSW 2000

(02) 8216 6300

sydney@ords.com.au

Map

Testimonials

As we began our retirement journey, we engaged Ord Minnett to help us navigate the financial decisions ahead with greater confidence and peace of mind.

We were introduced to Jonathon Haslam, Private Wealth Adviser, who provided us with a comprehensive Statement of Advice.

Amazing! The plan was delivered promptly, clearly explained, and presented in a warm, easy-to-understand manner. What we expected to be a serious and somewhat daunting conversation turned out to be surprisingly enjoyable.

Who would have thought discussions about retirement, investments, and getting older could be so pleasurable? Admittedly, some of the humour came from us, but Jonathon made the whole process comfortable, engaging, and reassuring.

We walked away with a clear plan, greater confidence in our future, and genuine peace of mind. Thank you, Jonathon and the Ord Minnett team. We highly recommend your services.

Jacquelin Harrison

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