Partnering with George and Soheil provides access to responsive, personalised service backed by deep expertise in investment strategy, structuring, and financial planning. With a strong grasp of financial markets and economic trends, they develop tailored strategies to help you grow and protect your wealth. Their collaborative approach ensures clear, forward-thinking advice to navigate complexity and seize opportunities at every stage.
Private Wealth Advisory Team
Sydney
George Gladstone
Soheil Naderi
A collective approach
George Gladstone
Private Wealth Adviser
Hong Kong
Soheil Naderi
Private Wealth Adviser
Sydney
About the team
With over 26 years of combined experience, George and Soheil work with high net worth individuals, business owners, and family offices across Australia. They specialise in managing complex wealth through tailored strategies in investment, structuring, and financial planning - consistently delivering strong outcomes and high client satisfaction. Their deep expertise and personalised approach ensure clients receive strategic advice and dedicated support at every stage.
Areas of Expertise
George and Soheil offer expert financial guidance across investment strategy, cross-border investment structures, superannuation strategies, retirement and early retirement planning, and intergenerational wealth transfer. Their focus is on protecting and growing capital while optimising tax outcomes. With deep expertise and access to exclusive insights, they offer strategic, client-focused support designed to help clients achieve long-term financial success across all stages of life.
Our Values
Office
Sydney
Grosvenor Place
Level 18, 225 George St
Sydney NSW 2000
(02) 8216 6300
sydney@ords.com.au
Map
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.
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
Start a
Conversation
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.
.jpg)