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.
A collective approach
Jaime Ferrer
MBA, MeSIAA, F Fin, MSIAA
Senior Private Wealth Adviser
Sydney
Jeremy Ferrer
Private Wealth Adviser
Sydney
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.
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.
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.
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.
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