Tony Paterno

Senior Private Wealth Adviser

Background

Tony has been with Ord Minnett for over 25 years and holds a Bachelor of Science from Monash University along with a Graduate Diploma in Financial Planning.

A two-time winner of Stock Picker of the Year at the Australian Stockbrokers Awards, he is widely recognised for his expertise and is frequently featured in national newspapers such as the Sunday Herald Sun and The Age.

Tony specialises in helping clients achieve their financial goals across both asset accumulation and retirement phases. He provides tailored investment advice across a range of asset classes, including direct shares, managed funds, property, fixed interest, and cash. With a focus on strategic portfolio construction, Tony develops customised strategies based on each client’s individual circumstances, risk profile, and longterm financial objectives, ensuring a personalised and results-driven approach. He is also a Master Practitioner Member of the Stockbrokers and Investment Advisers Association (MSIAA).

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

  • Graduate Diploma in Financial Planning, FINSIA
  • Bachelor of Science, Monash University

Certifications

  • Accredited Derivatives Adviser Level 1 & 2

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • 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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