Mitchell Tengbom

Senior Private Wealth Adviser

Background

Mitchell brings more than 20 years of experience in financial markets, including over 14 years with Ord Minnett. Since becoming a Private Wealth Adviser in 2011, he has earned a strong reputation for delivering sophisticated investment solutions tailored to the complex needs of high net worth individuals, institutional investors, business owners, and notfor-profit organisations.

Mitchell draws on deep industry expertise to structure bespoke strategies across equities, fixed income, and alternative asset classes, with a clear focus on prudent risk management and capital growth. Renowned for his integrity and meticulous approach, he builds strong relationships and serves as a trusted adviser, helping clients confidently navigate evolving market conditions and achieve enduring prosperity and long-term financial security

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

  • Bachelor of Business (Finance & Management), Queensland University of Technology
  • Professional Diploma of Stockbroking, Stockbrokers Association of Australia
  • Diploma of Financial Planning, Kaplan Professional

Certifications

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Redundancy / early retirement
  • Retirement planning
  • 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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