Ross Williams

Private Wealth Adviser

Background

Specialising in strategic portfolio management, Ross’ approach is aimed at both preserving and enhancing client wealth. He joined E.L & C. Baillieu in April 2015 - subsequently acquired by Ord Minnett - and has cultivated a robust career in financial services since 1999, encompassing financial planning and stockbroking.

Ross provides a comprehensive suite of services, including holistic investment counsel, execution of Australian and international equity trades, bespoke portfolio management, and access to new issues and capital raisings. His expertise extends to cash and fixed-interest instruments, as well as superannuation advisory.

Leveraging his extensive industry experience and client-centric philosophy, Ross is committed to delivering tailored financial solutions that precisely align with each client’s distinct financial objectives.

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

  • Diploma of Business
  • Diploma of Financial Services

Certifications

  • Margin Lending

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Redundancy & early retirement
  • Superannuation & SMSF

Office

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

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