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
Supernnuation
& 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

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.