Stuart Harris

Private Wealth Adviser

Background

Stuart’s passion for financial advice runs in the family, with Stuart following his father’s footsteps as a financial adviser. Stuart admired his father’s dedication to his clients’ needs, learning from his neverending willingness to help people improve their financial situation and form life-long relationships. Stuart has been with Ord Minnett since 2020, where he joined as an Adviser Assistant, and after several years of hard work and training, has become a Private Wealth Adviser. He has and continues to work closely with senior advisers at Ords, gaining valuable experience. Prior to joining Ord Minnett, Stuart worked for BT Financial Group in their Multi-Platform team, providing exceptional service to financial advisers around Australia. Stuart sincerely enjoys interacting with clients from various backgrounds and having a meaningful impact on their lives by helping them achieve their financial goals, gain financial security and plan for the future.

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

  • Master of Financial Planning, Kaplan Professional
  • Bachelor of Commerce (Accounting & Finance), University of Adelaide

Certifications

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Superannuation & SMSF

Office

Adelaide
Level 5 / 100 Pirie St Adelaide SA 5000
(08) 8203 2500
adelaide@ords.com.au

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