Matthew Hui

Senior Private Wealth Adviser

Background

As a Private Wealth Adviser at Ord Minnett for more than 17 years, Matthew has been dedicated to providing tailored investment advice to high net worth individuals.

With over 19 years of expertise in financial markets, he specialises in key areas such as strategic portfolio construction, effective asset allocation, Australian and international equities, and fixed interest investments. Matthew is also adept at developing tailored investment strategies designed to meet the unique needs and objectives of his clients.

Matthew’s extensive experience allows him to offer insightful guidance and build long-term relationships based on trust and a deep understanding of individual financial goals.

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, Kaplan Professional
  • Professional Diploma in Securities & Derivatives, Securities & Derivatives Industry Association
  • Bachelor of Applied Science, The University of Sydney

Certifications

  • Superannuation & Retirement Advice, Kaplan Professional
  • Accredited Derivatives Adviser Level 1
  • Margin Lending

Areas of Advice

  • Asset allocation
  • Financial advice
  • Retirement planning
  • Superannuation & SMSF

Office

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

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