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

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