Perth Office

Duncan Mitchell

Financial Planner, Financial Planning

Perth, WA

About

Duncan is a Financial Planner for Nexia Perth Financial Solutions.

(Authorised Representative No. 001005214)

Experience

Duncan has spent 16 years as a Private Banker and Wealth Manager with Macquarie Private and later at Ord Minnett, specialising in tailored wealth and investments solutions for HNW individuals and families.

Duncan believes that he is in the business of people. Because of this, he has a knack for building strong referral partnerships with bankers and financial services professionals both internally and externally, nurturing those relationships and his relationships with his clients.

Working with clients ranging from medical professionals to small business owners and self-funded retirees, Duncan’s broad range of experience perfectly positions him to provide holistic financial planning and tax effective investment advice. He looks forward to developing deep relations at Nexia with a view to building out one of the pre-eminent wealth management businesses in Australia.