Francesco DeStradis
One Of The Leading Financial Advisers In Australia
Francesco De Stradis is a leading Investment Adviser with Ord Minnett and is a regular guest commentator on the popular Sky News program Your Money – Your Call .
Francesco has over 12 years experience in the financial services industry covering research analysis, securities trading, product development and management , and the provision of tailored investment advice to private investors.
He has held management positions with leading stockbroking firms, most recently as an Executive Manager with Ord Minnett.
Prior to this he spent 3 years as an Economist providing advice to corporate and government clients
He is committed to developing a true investment partnership with clients helping them achieve their financial objectives.
Francesco’s specialist advice, prudent investment management, consistent high standards of personal service combined with a comprehensive range of services and technologies work in unison to ensure the success of our partnership with clients.
Assisting You to Greater Wealth
Francesco Specialises in delivering efficient and professional wealth management services to private and intermediary clients.
He has extensive experience in the equities markets and is available to provide advice on a range of investment matters with clients, which may include:
- Shares and other listed investments
- Exchange traded options and warrants
- Portfolio development and reviews
- Asset allocation and portfolio management
- Margin Lending and negative gearing
- Employee shares and options
He also has access to the full range of financial services provided by Ord Minnett’s various departments of professionals.
Francesco Is A Leading Media Commentator
Consult with Francesco Today
Major Skillsets
- Shares & other listed investments 100%
- Exchange traded options & warrants 95%
- Portfolio development & reviews 99%
- Asset allocation & portfolio management 90%
- Margin Lending & negative gearing 99%
- Employee shares & options 90%
Wealth Management
Francesco’s approach to wealth management is to listen to the needs and objectives of the client before providing any advice.
By understanding his clients’ needs he can align these with a vast array of financial products and services available to him.
Francesco follows a step-by-step process to ensure he is continuously meeting the needs of his clients:
Initial Meeting
- Assesment Meeting (Assess your goals and financial circumstances)
- Planning Meeting (Determining your appropriate asset allocation)
- If Appropriate Meeting (Implementation and portfolio construction)
- Regular Meetings and Reviews
Qualifications
Francesco has appropriate educational and industry qualifications and accreditations:
- Bachelor of Economics (UNE)
- Master of Commerce (UNSW)
- PS146 Accreditation (SDIA)
- Responsible Executive Accreditation (ASX)
- Accredited Derivatives Adviser I (ASX)
Contact Francesco
Phone: 02 8216 6409 | Email: [email protected]
Level 8 NAB House, 255 George St, 2000, Sydney, NSW, Australia