Anthony Teasdale

Senior Private Wealth Adviser

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Background

Anthony joined Ord Minnett 12 years ago as a Private Wealth Adviser, bringing more than 25 years of experience in financial markets.

Prior to this, he spent nearly eight years at National Australia Bank as a Director in Capital Markets Origination, executing debt and equity capital raisings. Anthony specialises in providing wealth management advice and managing investment portfolios for high net worth private clients, self-managed super funds (SMSFs), offshore retirement funds, not-forprofit foundations, and endowments.

His extensive background in capital markets underpins his strategic approach to wealth management and investment.

Areas of Expertise

Key Services

Financial
Planning

Investment Advice
& Strategy

Portfolio Construction 
& Management

Portfolio Reporting & Administration

Superannuation
& SMSF

Stockbroking

Retirement
Planning

Philanthropic
Giving

Investment & Market Research

Qualifications

Master of Applied Finance, Macquarie University
Bachelor of Commerce, (Accounting & Economics), Monash University

Certifications

Accredited Derivatives Adviser Level 1
Superannuation
Securities & Managed Investments

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

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