Eddy Orzel

Combining Deep Local Knowledge With Decades of Financial Expertise

Eddy is a Senior Wealth Adviser and Representative of Canaccord Genuity in Albany. Eddy has 25 years of professional experience in Wealth Management and was previously the Registrar and Finance Manager at the TAFE College in Albany.

Eddy's long-standing background in finance has given him a wealth of experience to call upon when providing his clients with sound advice in relation to their financial needs. Having been born and bred in Albany, he has developed strong relationships with various accounting and law firms, and works closely with these organisations when giving holistic advice.

Eddy communicates with clients to ensure they are comfortable discussing their personal goals, financial position, and risk tolerance, and places great importance on ensuring his advice is at an appropriate level to be easily understood. He is also able to assist clients with their Centrelink pension eligibility, form completion, and ongoing reporting requirements. 

Authorisations

Eddy can advise on the following product areas:

• Deposit and Payment Products
• Government Debentures, Stocks, or Bonds
• Managed Investment Schemes
• Securities
• Superannuation

Qualifications

• Professional Diploma in Stockbroking, Stockbrokers and Financial Advisers Association, 2010
• Margin Lending, Stockbrokers, and Financial Advisers Association, 2010
• ASIC PS146 Compliance (Securities and Managed Investments), Securities and Derivatives Industry Association, 2002
• Diploma of Financial Planning, Financial Planning Association, 2001
• Bachelor of Business, Curtin University, 1989