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Brett Waller

Ord Minnett Ltd

Gold
25 Yrs Experience
Sydney, NSW 2000

Brett is an experienced Investment Adviser to High-Net-Worth families from across the world, assisting them to grow and protect their wealth by diversifying their investments into developed well-regulated markets.

After a career spanning over 25 years with one of Australia’s big four banks, Brett moved to Singapore to become Senior Vice President of a Fortune 500 Company. Brett spent eight years in Singapore and Hong Kong providing high-level financial planning, strategy, risk, plus general and immigration investment advice to HNW and UHNW families based in Singapore, Hong Kong, and the Asian region.

One of the pioneers of Investment Migration, Brett returned to Australia in 2012, joined Ord Minnett and established Ord Minnett’s Visa Investment Service (IV & SIV).

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Complex Investments
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2000
  • Years of experience 25
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Ord Minnett Ltd

Grosvenor Place, Level 18, 225 George St
Sydney, NSW 2000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Ord Minnett Ltd

AFSL 237121