Troy McGeachie

Senior Private Wealth Adviser

Background

Troy is a Senior Private Wealth Adviser at Ord Minnett with over 25 years of experience in wealth management. His career spans leading financial institutions, including Macquarie Group and Morgan Stanley in London, before he joined Ord Minnett in 2010.

Troy provides bespoke financial advice to high net worth individuals, families, charities, and not-for-profit organisations. He focuses on strategies that protect and grow wealth, aligning each plan with his clients’ unique goals and circumstances.

His areas of expertise include portfolio construction, fixed income investments, superannuation strategies, and asset protection. Troy is particularly skilled in advising charities, companies, and family offices, delivering tailored solutions that reflect both market insight and a deep understanding of client needs.

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 Stockbroking and Financial Advising, Western Sydney University
  • Professional Diploma of Stockbroking, Stockbrokers Association of Australia

Certifications

  • Accredited Derivatives Adviser Level 1 & 2

Areas of Advice

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

Office

Sydney
Grosvenor Place Level 18, 225 George St Sydney NSW 2000
(02) 8216 6300
sydney@ords.com.au

Map

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.