Trevor is a highly experienced Private Wealth Adviser at Ord Minnett, with nearly 20 years of expertise in wealth management, portfolio construction, and strategic financial advice. He works closely with clients across domestic and international equities, fixed interest, hybrids, cash, and managed funds, specialising in long-term wealth creation and preservation.
Trevor began his career in 1996 at JBWere before joining F W Holst & Co in 2006, which later merged with E.L. & C. Baillieu and became Ord Minnett in 2020. He has built a reputation for his consultative approach, tailoring investment strategies to clients’ unique financial goals. With a strong focus on self-managed super funds (SMSFs), corporate finance, and margin lending, Trevor delivers personalised, reliable advice, helping clients navigate market challenges and achieve financial security for future generations.
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