Larson is a Newcastle local who completed a Bachelor of Commerce, majoring in Finance and Economics, at the University of Newcastle. He has worked at Ord Minnett for over five years, helping clients navigate their wealth creation and financial planning journeys.
Larson became a fully licensed Private Wealth Adviser in 2026, bringing expertise in strategic financial planning and investment management. He works closely with clients to develop practical, easy-to-understand strategies that help them achieve their personal and financial goals at every stage of life.
Recognising that every client has unique objectives, priorities and circumstances, Larson takes a highly personalised approach to advice. Whether building wealth, working towards financial independence, preparing for retirement, or seeking to maximise and preserve wealth in retirement, he tailors solutions to suit each client’s individual needs.
Clients value Larson’s ability to explain complex financial concepts in clear, straightforward language, empowering them to make confident and informed decisions about their future. His attention to detail and commitment to understanding each client’s situation provides reassurance that their financial affairs are being managed with care and expertise.
Larson’s areas of expertise include comprehensive financial planning, investment strategy and portfolio management, superannuation, cash flow optimisation, retirement planning, and insurance and risk management.
Whether structuring investments for growth, optimising cash flow, consolidating superannuation, or implementing strategies to manage risk, Larson delivers advice that is both technically sound and practical to implement.
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