Stuart Harris

Private Wealth Adviser

Background

Stuart Harris is a Private Wealth Adviser with over seven years of experience in financial services. He holds a Master of Financial Planning and is an Accredited SMSF Association Specialist, continually enhancing his strategic advice capabilities.

Stuart works with individuals, families, professionals, and small business owners across various industries, including agriculture. Inspired by his father’s long-standing career in financial advice, he is passionate about helping clients improve their financial well-being.

He joined Ord Minnett in 2020 as an Adviser Assistant and progressed to Private Wealth Adviser through dedication and hands-on experience. Prior to this, he worked at BT Financial Group, supporting advisers nationwide.

Stuart takes pride in building meaningful relationships and helping clients achieve financial security and long-term goals. His expertise spans financial planning, investment strategy, and superannuation.

Outside of work, Stuart is active in the community through the Rotary Club of Adelaide, Prince Alfred Old Collegians Squash Club, and the Young Professionals Group of Adelaide.

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

  • Master of Financial Planning, Kaplan Professional
  • Bachelor of Commerce (Accounting & Finance), University of Adelaide

Certifications

  • SMSF Specialist Adviser (SSA), SMSF Association

Areas of Advice

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

Office

Adelaide
Level 5 / 100 Pirie St Adelaide SA 5000
(08) 8203 2500
adelaide@ords.com.au

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