Soheil Naderi

Background

About Soheil Naderi

As an investment advisor at Ord Minnett, I help my clients achieve their financial goals by providing personalised and comprehensive financial planning and investment advice. I manage client portfolios, focusing on global market themes and efficient portfolio management strategies, and offer services such as retirement planning, tax planning, investment modelling, and portfolio management. With several years of experience in investment banking and equity research, I bring a unique perspective and a wealth of knowledge to private wealth advisory. I have advised clients on M&A transactions and IPOs, analysed public and private companies across various markets and sectors, and provided insights to institutional and retail investors. I am passionate about helping my clients navigate the complex and dynamic financial landscape and empowering them to make informed and confident decisions.