Drawing from more than 25 years of experience in financial markets, Julian provides expert guidance, shaped by his time at the Reserve Bank of Australia, the Commonwealth Government, and JP Morgan.
He serves a diverse range of clients, including families, self-managed super funds (SMSFs), and family offices. Julian specialises in multi-asset and international investment strategies tailored to Australian clients. He offers customised advice and portfolio management to business executives, not for profit organisations, and private investors, drawing on his strong foundation in investment education.
Julian skilfully manages portfolios for high net worth individuals, SMSFs, and various institutions, constructing strategies that align with clients’ specific goals while balancing risk and return.
By leveraging Ord Minnett’s research and analyst network, he helps clients navigate today’s complex investment landscape and work toward achieving their financial objectives.
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