Oscar Howard

Senior Private Wealth Adviser

Background

Having started work in the financial services sector in 2000, Oscar has 25 years’ experience across a variety of roles and organisations, including at Perpetual Private, ANZ Private, Commonwealth Private, AXA Australia, as well as a number of smaller financial services and stockbroking firms.

As a Senior Private Wealth Adviser at Ord Minnett, Oscar provides high net worth clients with strategic advice to build and protect their wealth. His approach is based on a deep understanding of each client’s unique needs and aspirations. This advice is not only implemented but also continually monitored to ensure clients stay on track.

Offering a holistic wealth management approach at Ord Minnett, Oscar ensures that specialists from all relevant advice areas collaborate to create a comprehensive, fully integrated financial plan.

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

  • Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional
  • Bachelor of Commerce, The University of Melbourne

Certifications

  • SMSF Specialist Adviser, SMSF Association

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Life risk insurance
  • Redundancy / early retirement
  • Retirement planning
  • Superannuation & SMSF

Office

Melbourne
Level 22/35 Collins St Melbourne VIC 3000
(03) 9608 4111
melbourne@ords.com.au

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