Mitchell Crawley

Private Wealth Adviser

Background

Mitch joined Ord Minnett in 2017, initially as a part-time Administration Assistant while pursuing his studies. Demonstrating a rapid development of passion for the financial industry, he quickly advanced through the ranks and has now served as a dedicated adviser for several years.

Mitch is an integral part of a team at Ord Minnett, where he actively collaborates with highly experienced investment advisers and financial planners on a diverse range of complex financial matters. His current role allows him to seamlessly blend his genuine enthusiasm for investment markets with a strong commitment to empowering clients in achieving their unique lifestyle and financial aspirations.

He has built a reputation for his collaborative and team-oriented approach, consistently viewing himself as a trusted partner throughout his clients’ individual financial journeys, providing guidance across areas such as superannuation and self-managed super fund (SMSF) strategies, comprehensive wealth management, insightful financial advice, and tailored investment services.

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

  • Graduate Diploma of Financial Planning, Kaplan Professional
  • Bachelor of Commerce, (Finance), University of Queensland

Certifications

Areas of Advice

  • Asset allocation
  • Investment strategies
  • Superannuation & SMSF

Office

Brisbane
Level 34/71 Eagle St Brisbane City QLD 4000
(07) 3214 5555
brisbane@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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