Private Wealth Advisory Team

Sydney

Michael Egan

Jake Blumberg

A collective approach

Michael and Jake provide comprehensive investment advice and financial planning strategies to a diverse range of individuals, families and organisations.

The team begins by understanding your complete financial position, personal circumstances and long-term objectives. From there, they develop a tailored investment and advice strategy designed to align with your goals, risk tolerance and income requirements.

Through ongoing portfolio management, proactive communication and regular reviews, Michael and Jake help clients navigate changing market conditions and remain focused on long-term outcomes. Their approach combines experience, discipline and accountability, creating a trusted partnership built around protecting capital, generating sustainable returns and supporting the successful transfer of wealth to future generations.

Michael Egan

Senior Private Wealth Adviser

Sydney

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Jake Blumberg

Private Wealth Adviser

Sydney

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About the team

Michael has over 25 years of experience advising clients through varying market cycles, having held senior roles at Merrill Lynch, UBS and now Ord Minnett. His focus is on developing sophisticated investment strategies that align with each client’s unique objectives. Jake joined Ord Minnett in 2019 after previous roles with Commonwealth Bank and Deloitte. He brings a contemporary perspective to wealth management, combining investment expertise, strategic thinking and technology-driven portfolio solutions.

Together, they provide clients with the benefit of seasoned experience, fresh perspectives and long-term adviser continuity, helping families preserve and grow wealth across multiple generations.

Areas of Expertise

The team’s expertise includes Australian and international equities, fixed income investments including wholesale bonds and term deposits, managed funds, alternative investments and cash management solutions. They also provide advice relating to superannuation, self-managed super funds, retirement planning, estate planning, intergenerational wealth transfer and broader wealth structuring strategies.

Supported by Ord Minnett’s research capabilities and a disciplined investment process, Michael and Jake construct portfolios tailored to each client’s objectives and risk profile. Their focus remains on preserving and growing wealth, while helping clients and their families make informed financial decisions with confidence.

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