Private Wealth Advisory Team

Sydney

Jaime Ferrer

Jeremy Ferrer

A collective approach

Partnering with Jaime and Jeremy provides clients with a highly responsive and tailored service backed by a diverse range of expertise and experience to meet your financial needs. The team’s collaborative approach integrates deep technical knowledge of investment strategies, retirement planning and intergenerational wealth transfer to provide individualised financial solutions to meet each client’s unique objectives and aspirations. With a steadfast commitment to delivering exceptional client outcomes, the team ensures you receive holistic, forward-facing financial advice at every stage to help protect and grow your wealth.

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Jaime Ferrer

MBA, MeSIAA, F Fin, MSIAA

Senior Private Wealth Adviser

Sydney

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Jeremy Ferrer

Private Wealth Adviser

Sydney

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Contact

About the team

With over 40 years of combined experience in the financial advice industry, Jaime and Jeremy have worked with ultra-high net worth individuals and families across Australia. The team have been successfully managing the complexities of significant wealth over many years for their diverse client base through ever changing market conditions.

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Areas of Expertise

Many clients have received continuous guidance for close to three decades, demonstrating the team’s commitment to developing long-term client relationships founded upon trust and personalised service. Their in-depth knowledge and diverse experiences allow the team to service multi-generational family groups providing them with the highest levels of service and support as they navigate various life stages.

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Our Values

Office

Sydney

Grosvenor Place Level 18, 225 George St Sydney NSW 2000

(02) 8216 6300

sydney@ords.com.au

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Quality Advice for Now and the Future

At Ord Minnett, we know that every individual’s journey is different, that’s why we tailor advice and investment solutions to our clients unique needs. We do this with utmost care as it is both our duty and privilege to put our clients interests first.

Our advisers have the experience to navigate the complexities of financial markets. Investment vehicles and economic trends, so they can tailor a strategy unique to you.

Team of Qualified Experts

Ords advisers are licensed professionals who are specialist in their field

Deep Research and Knowledge

Our Research Analysts continually survey local and global investment opportunities

Clarity and Certainty

Our advisers have an ethical and legal responsibility to act in our client's best interests

Tailored Solutions

We delve deep to discover our client's needs and tailor solutions to them

Partners who listen, then act

We take time to understand our clients’ needs, then advise

Access to opportunities

We offer clients access to pre-market and wholesale investment opportunities

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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.

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Private Wealth Advisory Team