Justin Kaufman

Senior Private Wealth Adviser

Background

Justin has been a valued member of Ord Minnett since 1995, bringing more than 30 years of experience in financial markets and holding Level 1 and Level 2 options accreditation. His extensive expertise positions him perfectly to guide clients through the complexities of investment management.

Justin works closely with high net worth family groups, self-managed super funds (SMSFs), family trusts, and individuals navigating significant financial events such as inheritance or business sales. He specialises in portfolio management across all major asset classes, partnering with clients to deliver tailored strategies from initial portfolio construction through to ongoing management and timely, relevant updates.

Through strategic collaboration with financial planners and superannuation administrators, Justin ensures client objectives are clearly identified and addressed - whether focused on wealth creation, retirement planning, or estate planning.

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

  • Bachelor of Business (Accounting & Marketing), Swinburne University

Certifications

  • Accredited Derivatives Adviser Level 1 & 2

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

Map

Testimonials

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Building wealth for generations

Ord Minnett is an Australian owned wealth management firm. We offer financial advice and investment management for individuals, families, businesses and organisations, enabling them to protect and grow their wealth.

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