Jared Hoddinott
Senior Vice President,
Financial Adviser
Direct:
(03) 9188 2191(03) 9188 2191
Toll-Free:
0403 199 7330403 199 733
My Mission Statement
I value my client relationships and firmly believe educating them is the key to ensuring they get the best outcome.
My Story and Services
Jared has spent more than 15 years addressing the specific needs of high net worth investors at Morgan Stanley. Jared was recently recognised on Barron’s list of Australia’s Top 150 Financial Advisers for 2024.
Jared Hoddinott is the founding partner of The Firmitas Group and works to set his clients on a clear financial path. He uses his diverse experience to construct tailored investment portfolios which are designed to deliver the right financial outcomes for his clients.
He provides his clients with full asset allocation advice including multi-asset, multi-currency product solutions. Jared focuses on domestic and international equity portfolios including currency exposure. He uses his knowledge of portfolio construction, asset allocation and ethical & sustainable investment overlays to tailor portfolios aligned with clients’ goals.
Masters (MBA) from the Australian Graduate School of Management (AGSM) | Bachelor of Finance from Newcastle University | ASIC Accredited Derivatives Adviser (Level 2) | Authorised to trade global equities, fixed income & foreign exchange | Member of the Morgan Stanley Philanthropy Committee.
Jared Hoddinott is the founding partner of The Firmitas Group and works to set his clients on a clear financial path. He uses his diverse experience to construct tailored investment portfolios which are designed to deliver the right financial outcomes for his clients.
He provides his clients with full asset allocation advice including multi-asset, multi-currency product solutions. Jared focuses on domestic and international equity portfolios including currency exposure. He uses his knowledge of portfolio construction, asset allocation and ethical & sustainable investment overlays to tailor portfolios aligned with clients’ goals.
Masters (MBA) from the Australian Graduate School of Management (AGSM) | Bachelor of Finance from Newcastle University | ASIC Accredited Derivatives Adviser (Level 2) | Authorised to trade global equities, fixed income & foreign exchange | Member of the Morgan Stanley Philanthropy Committee.
Services Include
- Portfolio management
- General investment advice
- Investing for retirement
Regrettably, we are aware that Morgan Stanley financial advisers have been impersonated in attempts to deceive consumers and promote fraudulent investment schemes. If you have any concerns regarding a communication you have received, please contact Morgan Stanley.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
Working With You
Jared offers a comprehensive range of financial solutions that helps with the implementation of a customised wealth strategy. This includes meeting the needs of high net wealth individuals, families and foundations both in Australia and across the world.
Jared operates within a world-class firm that allows him to draw on global resources that specialise in all asset classes to ensure his clients are given best-in-class investment opportunities
Jared operates within a world-class firm that allows him to draw on global resources that specialise in all asset classes to ensure his clients are given best-in-class investment opportunities
Clients
I’m dedicated to helping my clients grow and protect their wealth by providing them with financial advice which is driven by global insight and built on the global resources of Morgan Stanley.
I have the pleasure of working with a wide range of clients – both individuals and organisations – with a diverse set of needs. I believe my understanding of my clients’ needs is enhanced by taking the time to build a personal relationship based on trust. With that trust and that shared understanding in place, we’re able to achieve amazing results together.
I have the pleasure of working with a wide range of clients – both individuals and organisations – with a diverse set of needs. I believe my understanding of my clients’ needs is enhanced by taking the time to build a personal relationship based on trust. With that trust and that shared understanding in place, we’re able to achieve amazing results together.
Client Service Team
Mac Hogg - Portfolio Associate
Phone:
(03) 9188 2419(03) 9188 2419
Email:mac.hogg@morganstanley.com
Mac joined Morgan Stanley in 2023 having previously undertaken a number or roles at Bank of Melbourne, notably in their Commercial Lending division.
Working closely with Jared, Mac is focused on being a point of contact for clients, prioritising account maintenance, administration and supporting the team with the construction and management of portfolios.
Mac holds a Business degree from RMIT (majoring in Economics and Finance) and is currently studying for his RG146 compliance in securities, management investments and margin lending.
Working closely with Jared, Mac is focused on being a point of contact for clients, prioritising account maintenance, administration and supporting the team with the construction and management of portfolios.
Mac holds a Business degree from RMIT (majoring in Economics and Finance) and is currently studying for his RG146 compliance in securities, management investments and margin lending.
Jana Macic - Client Service Manager
Phone:
(03) 9188 2368(03) 9188 2368
Email:jana.macic@morganstanley.com
Jana joined Morgan Stanley in 2024 as a Client Service Manager, bringing with her three years of experience as an Executive Assistant in the business consulting industry. Her background in financial services has given her valuable insights into client needs and operational excellence.
In her role, Jana is dedicated to providing seamless client support, ensuring a high level of service and efficiency. She works closely with Jared and Mac to provide tailored support to clients and facilitate smooth account management, helping clients stay informed and confident in their financial journey.
Jana holds a double Bachelor’s degree in Commerce and Arts from Deakin University, with majors in Finance, International Relations, and Spanish language. She has also completed the RG146 Securities and Managed Investments accreditation program.
In her role, Jana is dedicated to providing seamless client support, ensuring a high level of service and efficiency. She works closely with Jared and Mac to provide tailored support to clients and facilitate smooth account management, helping clients stay informed and confident in their financial journey.
Jana holds a double Bachelor’s degree in Commerce and Arts from Deakin University, with majors in Finance, International Relations, and Spanish language. She has also completed the RG146 Securities and Managed Investments accreditation program.
Location
101 Collins Street
Level 43
Melbourne, VIC 3000
AU
Direct:
(03) 9188 2191(03) 9188 2191
Toll-Free:
0403 199 7330403 199 733
Financial Planning
Helping you reach your goals through a flexible strategy designed to grow with you.
- Cashflow Planning
- Building and Protecting Wealth
- Retirement Planning
How to Break the Ice Around Family Finances
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Wealth Transfer and Estate Planning
Estate planning can help you preserve your assets and unlock opportunities for charitable pursuits.
- Trusts and other investment structures
- Insurance
- Family dynamics
- Philanthropy
The One Conversation You Should Be Having
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Superannuation and Retirement Planning
Working with you to understand your life goals and develop a truly personalised wealth strategy.
- Superannuation accumulation
- Retirement income strategies
- Annuities
Overcoming Your Five Biggest Retirement Challenges
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High Net Worth Investing
Helping you manage the unique challenges associated with significant wealth so you can enjoy the rewards of your hard work.
- Investment structures
- Risk management
- Philanthropy
A New Paradigm for Family Wealth Planning
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General Investment Advice
Working closely with you to guide your investment decisions through all market conditions.
- Asset management
- Traditional investments
- Alternative Investments
Misconceptions about Alternative Investments
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Portfolio Management
Building portfolios on robust statistical analysis and quality research
- Asset allocation
- Investment selection
- Detailed performance reporting and portfolio review
Golden Rules for Every Investor
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International Investing
Helping you achieve the right balance of risk and return through a carefully constructed global portfolio
- Diversification through strategic asset allocation
- Direct assets versus managed investments
- Managed funds, exchange traded funds (ETFs) and separately managed accounts (SMAs)
Reducing Risk Through International Investing
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Ready to start a conversation? Contact Jared Hoddinott today.
All material on this website has been prepared by one or all of Morgan Stanley Australia Limited (ABN 67 003 734 576, AFSL 233742), Morgan Stanley Australia Securities Limited (ABN 55 078 652 276, AFSL 233741), a participant of the ASX Group and Chi-X Australia, Morgan Stanley Investment Management (Australia) Pty Limited (ABN 22 122 040 037, AFSL 314182) and/or Morgan Stanley Wealth Management Australia Pty Ltd. (ABN 19 009 145 555, AFSL 240813), a participant of the ASX Group (collectively “Morgan Stanley”), for informational purposes only and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Unless otherwise stated, the material was not prepared by the Morgan Stanley Research Department and is not a research report as defined under ASIC guidance.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.