Kieran McInerney

Private Wealth Adviser

Background

Kieran is a Private Wealth Adviser with more than 21 years of experience, having spent the last six years with Ord Minnett and E.L. & C. Baillieu, preceded by 15 years at Goldman Sachs JBWere.

He is dedicated to providing highly specialised and comprehensive financial advice relevant to the needs of individuals and families. Kieran focuses on delivering expert guidance in taxation strategies, financial planning, and tailored investment advice to high net worth individuals, senior executives, and not-for-profit organisations.

Throughout his career, Kieran has established a strong and proven track record of building and maintaining long-term, trust-based relationships with those he advises, demonstrating a commitment to their financial well-being and success.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Graduate Diploma of Financial Planning, Kaplan Professional
  • Graduate Diploma of Applied Finance and Investment, Kaplan Professional
  • Bachelor of Business Financial Planning, RMIT University

Certifications

  • Certified Financial Planner (CFP), Financial Planning Association of Australia

Areas of Advice

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

Office

Melbourne
Level 22/35 Collins St Melbourne VIC 3000
(03) 9608 4111
melbourne@ords.com.au

Map

Start a
Conversation

Whether it’s the first time you’ve sought advice, or you're looking for a fresh perspective, our advisers will help you gain clarity, confidence and opportunity.