Kieran Axtens

MBA
Private Wealth Adviser

Background

Kieran is an experienced Private Wealth Adviser, specialising in portfolio management, asset allocation and risk mitigation strategies.

Holding a Master’s in Business Administration, he possesses a strong foundation in finance and strategic investment analysis. Kieran is experienced in financial planning and helps clients in retirement planning and in building tax efficient investment strategies.

Dedicated to building long-term relationships, he prioritises client education and transparency, ensuring that clients are empowered to make sound financial decisions.

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 Business Administration
  • Graduate Diploma of Financial Planning
  • Bachelor of Aviation

Certifications

Areas of Advice

  • Areas of advice
  • Financial advice
  • Asset allocation
  • Investment strategies
  • Superannuation & SMSF
  • Retirement planning

Office

Sydney
Grosvenor Place Level 18, 225 George St Sydney NSW 2000
(02) 8216 6300
sydney@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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