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
Superannuation
& 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

Map

Testimonials

No items found.

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.

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.