Private Wealth Advisory Team

Oscar, Andrew and Sonya have successfully worked across some of Australia’s most prominent institutions, including Perpetual Private, Commonwealth Private, and ANZ Private. They specialise in managing the complexities of significant wealth for high net worth families. Their deep institutional experience and diverse backgrounds enable them to successfully deliver exceptional client outcomes. The team’s commitment to building enduring, high-trust relationships, combined with their specialised technical rigor across financial structures and compliance, ensures clients receive the highest level of comprehensive service and support.

Oscar, Andrew and Sonya offer expert financial guidance, leveraging Ord Minnett’s extensive investment and research teams. They specialise in holistic wealth management, strategic planning, portfolio construction, risk management, and intergenerational wealth transfer, ensuring tailored, integrated advice. Their priority is to build and protect client capital through carefully considered strategies. Committed to personalised education and dedicated support, they consistently go the extra mile, combining deep industry knowledge with a sophisticated, client-focused service to help clients achieve their long-term financial goals.