Kieran has 17 years of experience in the financial services industry, with a strong background in investment management. For the past 12 years, he has worked at Ord Minnett as a Private Wealth Adviser, providing investment advice and financial planning strategies to a diverse range of clients, including superannuation funds, family trusts, companies, and individual investors.
Kieran takes a personalised approach to advice, tailoring strategies to each client’s objectives, financial circumstances and risk tolerance.
He specialises in the construction and ongoing management of tailored investment portfolios designed to help clients achieve their long-term financial goals. Every portfolio is developed following a thorough assessment of a client’s financial position, objectives, and investment preferences.
A comprehensive risk profile is established to guide the portfolio construction process, with investments diversified across major asset classes and, where appropriate, direct ownership of the underlying investments.
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