Assisting You to Greater Wealth
Francesco DeStradis is a leading Investment Adviser and regular guest commentator on Sky News' Your Money โ Your Call, with over 12 years of experience across financial services, equities, and portfolio management.
A True Investment Partnership
Francesco De Stradis specialises in delivering efficient and professional wealth management services to private and intermediary clients. He has extensive experience across Australian equities markets.
Having held management positions with leading stockbroking firms โ most recently as Executive Manager with Ord Minnett โ and 3 years as an Economist advising corporate and government clients, Francesco brings depth and rigour to every client relationship.
He is committed to developing a true investment partnership, helping clients align their financial objectives with a comprehensive range of services and technologies.
Investment Expertise
- Shares & other listed investments
- Exchange traded options & warrants
- Portfolio development & reviews
- Asset allocation & portfolio management
- Margin lending & negative gearing
- Employee shares & options
- Full Ord Minnett product range
Core Skillsets
Academic & Industry Credentials
Wealth Management Approach
Francesco's philosophy is to listen first โ understanding your needs before providing any advice. His step-by-step process ensures your goals are continuously met.
Assessment Meeting
Understanding your goals, financial circumstances, and risk appetite.
Planning Meeting
Determining your appropriate asset allocation and investment strategy.
Implementation
Portfolio construction aligned to your objectives and risk profile.
Ongoing Reviews
Regular meetings to ensure your portfolio continues to meet your needs.
Consult with Francesco Today
Ready to take control of your financial future? Francesco is available for initial consultations to discuss how a tailored investment strategy can help you achieve your objectives.
255 George Street, Sydney NSW 2000