Soheil Naderi

Soheil Naderi Email and Phone Number

Private Wealth Adviser @ Ord Minnett | Financial Planning, Investment Advice @ Ord Minnett
australia
Soheil Naderi's Location
Sydney, New South Wales, Australia, Australia
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.

Soheil Naderi's Current Company Details
Ord Minnett

Ord Minnett

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Private Wealth Adviser @ Ord Minnett | Financial Planning, Investment Advice
australia
Website:
ords.com.au
Employees:
401
Soheil Naderi Work Experience Details
  • Ord Minnett
    Private Wealth Advisor
    Ord Minnett Jan 2021 - Present
    Sydney, New South Wales, Australia
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  • Ord Minnett
    Investment Service Officer
    Ord Minnett Feb 2019 - Dec 2020
    Sydney, Australia
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  • Orient Capital
    Analyst
    Orient Capital Mar 2017 - Oct 2018
    Sydney, Australia
    - Analyzing public and private companies across Australia, New Zealand, United Kingdom, Hong Kong, Singapore, Malaysia and South Africa- Studying, researching and analyzing the investment pattern of funds and their mandates across the world- Liaising directly with Custodians, Institutional Investors, Brokers and Advisors across the world- Ensuring compliance with regulatory requirements
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  • Rag Global Business Hub
    Equity Research Associate
    Rag Global Business Hub Mar 2016 - Feb 2017
    Dubai, United Arab Emirates
    - Research securities of target industries and companies to provide investment recommendations- Collect and interpret company data to facilitate recommendations- Develop and write research reports and publications to be presented to management or shareholders- Financial modeling: input data into proprietary financial models to create charts, dashboards and supporting material- Maintain up-to-date knowledge of financial services industry happenings and current events- Conduct primary research from industry sources
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  • Akn Global Investments Pty Ltd
    Corporate Finance Analyst
    Akn Global Investments Pty Ltd Apr 2015 - Feb 2016
    Sydney, New South Wales, Australia
    - Analysing current and past financial data- Looking at current financial performance and identifying trends- Preparing reports on the above information and communicating the insights of these reports to the wider business- Consulting with the management team to develop long-term commercial plans- Suggesting budgets and improvements based on the above information- Exploring different investment opportunities- Developing financial models and providing financial forecasts- Developing initiatives and policies that may improve financial growth

Soheil Naderi Education Details

Frequently Asked Questions about Soheil Naderi

What company does Soheil Naderi work for?

Soheil Naderi works for Ord Minnett

What is Soheil Naderi's role at the current company?

Soheil Naderi's current role is Private Wealth Adviser @ Ord Minnett | Financial Planning, Investment Advice.

What schools did Soheil Naderi attend?

Soheil Naderi attended Kaplan Business School, Macquarie University, University Of Sydney, Redlands.

Who are Soheil Naderi's colleagues?

Soheil Naderi's colleagues are Muhammad Yousafzai, Larry Tee, Nicholas Buckley, Ben Suttie, Jon Cousins, Steven O'connor, Francesco De Stradis.

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