Welcome to Ord Minnett Adelaide
Building Wealth for Generations
Ord Minnett Adelaide
A PROUD HERITAGE OF EXCELLENCE
Ord Minnett (Ords) is a leading Australian wealth management group, incorporating full-service stockbroking, financial planning, funds management and portfolio services. With corporate origins dating back to 1872, Ord Minnett is a highly respected name in the Australian investment landscape.
Minnett Adelaide has a proud South Australian heritage with business origins dating back 1909, when the renowned firm Thompson Thiem was established. The firm continued to grow and merge with other businesses to finally evolve into the Adelaide branch of Ord Minnett, one of Australia’s leading financial advisory and stockbroking firms.
Ord Minnett’s team of advisers in Adelaide has a broad range of investment skills and qualifications, with well over 100 years of combined investment experience covering all market conditions.
Our clients benefit from the knowledge of a professional team, with the majority of Ords advisers qualified across a range of university degrees and advanced qualifications in areas such as economics, accounting, applied finance and financial planning.
Ord Minnett has an extensive national network of specialists and the branch in Adelaide means clients can access quality advice at a local level.
We pride ourselves on providing clients with a sense of investment certainty. Our reputation and longevity in the marketplace have served our valued clients well over generations.
"Through prudent investment advice and market analysis, Ord Minnett has been building the wealth of investors for generations."
Founded by Charles Ord and Jack Minnett in 1951, Ords has a proud history with corporate origins dating back to 1872.
Funds Under Advice
Through prudent investment advice and market analysis, Ords has over AUD$57 billion in total Funds under Advice (FUA) as of 31 July 2021.
Ords' clients benefit from full-service stockbroking, financial planning, portfolio services and access to unique investment offerings.
Unique & Tailored Wealth Services
The Adelaide team has a strong and diverse base of experience and knowledge that can provide clients with the answers to the following:
- How to fund a lifestyle once in retirement?
- How to maximise superannuation benefits and minimise tax before retirement?
- How to use transition to retirement income streams before retirement?
- How to balance complex financial commitments that come with being a parent?
- How to gain access to reporting that adds value and minimises costs?
Ord Minnett takes great pride in the way we serve our clients. Meeting client expectations is at the heart of everything we do.
We are of a size that affords our clients all the benefits of even the largest players in the market, yet we’re small enough to offer the flexibility and individual approach that enables you to benefit from the very best service levels available. Ord Minnett is well-placed to bring investors the benefits of a uniquely focused wealth-management business.
Ord Minnett upholds traditions of integrity, excellence, consistency and high quality advice. We focus on tailored wealth solutions to help clients achieve financial goals and life aspirations.
Our advisers strive to provide value where possible by sharing and accessing the comprehensive resources of Ord Minnett.
- Daily updates with Ords Research Analysts and Investment Strategists
- 24 hour access to the latest Company Research Reports
- Unique Initial Public Offerings (IPOs) offered by Ords Corporate Finance
- Sophisticated & Professional Investor Programs
- Strict compliance and risk management framework
- Comprehensive insights on the latest investment trends and opportunities
We are well-placed to offer clients the benefits of a uniquely focused wealth management firm. Our services include:
- Private Wealth Management
- Full-service Stockbroking
- Investment Advice & Strategy
- Range of Investments including Alternative Investments
- Financial Planning
- Superannuation & SMSFs
- Retirement Planning
- Estate Planning
Unique Investment Opportunities
We have specialist Corporate Finance, Fixed Interest and Research teams, all committed to bringing unique investment opportunities to investors and clients.
Our advisory process is focused on your particular requirements. As your situation, your goals or the market environment may change, we ensure that your investment and wealth strategies remain in-line with the latest developments.
Focused on YOU
- We listen to understand your financial goals
- We develop personalised strategies which best employ our market knowledge and expertise
- We implement your strategy over time
- We continually review your investments and your overall strategy
Meet the Team
Matthew Amato - Associate Adviser
Matthew is a highly engaged and an adaptable professional who has worked in financial markets for over five years. As an Associate Adviser, Matthew works with you to gain an in-depth understanding of your personal situation to develop a tailored strategy and structured advice to grow and protect your wealth so you can achieve your financial and lifestyle goals.
Matthew has progressed through his career with success, starting in commercial banking before moving to Commonwealth Securities in Sydney to then gaining various roles within private client advising and institutional equities whilst working with Taylor Collison Limited and Evans and Partners respectively.
Matthew holds a Bachelor of Commerce (Corporate Finance), he is accredited in National DTR Cash Equities, Margin Lending and ASIC Regulatory Guidelines 146 (RG146). Currently Matthew is completing a Graduate Diploma of Financial Planning through Kaplan Professional.
Ryan Bamford - Private Client Adviser
Ryan has more than a decade of experience in stockbroking and financial advisory. Over the years he has gained broad experience in private investor asset allocation and portfolio management, demonstrating his ability to excel in advising a wide variety of clients in varying market conditions.
Ryan holds a Bachelor of Applied Finance Degree from the University of South Australia and a Diploma of Stockbroking encompassing ASX Accredited Derivatives Adviser Level 1, Superannuation Accreditation and Regulatory Guide (RG) 146 qualification.
Ryan is keen contributor to the community through a range of charitable organisations including board positions with the St Vincent De Paul Society Business Advisory Panel and currently with The Pulteney Grammar School Foundation Trustee Board.
Guy Collison - Private Client Adviser
Guy Collison is a senior retail private client adviser who joined Ord Minnett in 2019. Guy offers investment advice to his client base consisting of individuals, companies, self managed superannuation funds, sporting bodies and charitable groups.
Prior to joining Ord Minnett, Guy spent 32 years as a private client adviser at Taylor Collison Sharebrokers including over 15 years as a director of the firm. Prior to this, Guy spent seven years as an accountant at Ernst and Young Chartered Accountants.
Guy holds a Bachelor of Economics degree from the Adelaide University and is also an accredited Level 1 Derivatives Adviser.
Greg Crowe - Private Client Adviser
Greg has worked in the Financial Advisory sector since 2004 and over that time has gained broad experience in advising accumulators and retirees in the management and protection of their wealth and savings.
Greg provides clients with planning advice that optimises their structuring and financial affairs today, tomorrow and for future generations to come.
Specialities include Strategic financial planning, Superannuation, Investment advice, Personal risk insurance, Taxation planning and strategy, Tax effective investment structures and Estate planning. Greg holds an Advanced Diploma of Financial Services and a specialist accreditation in Self Managed Superannuation Funds.
Grantley Fraser- Private Client Adviser
Grantley joined the Ord Minnett team in 2012 from another boutique Adelaide firm and has over 21 years of experience in the investment advice and financial services industry. He advises sophisticated, professional, retail and superfund investors across a wide range of equity, corporate, derivative, fixed interest and managed fund products.
Grantley holds a Bachelor of Accountancy from the University of South Australia and worked as a financial accountant for 5 years before beginning in the financial advice industry. Grantley is also an ASX Accredited Derivatives Adviser Level 1 & 2.
John Fowler- Senior Private Client Adviser
John has been advising private investors for over two decades and joined Ord Minnett in January 2019 as a Senior Private Client Adviser. Drawing on his broad experience he advises SMSFs, trusts, families and charitable organisations on the management of their investments including fixed interest securities, international and domestic equities. John utilises direct securities or managed funds to ensure diversification, appropriately tailoring your investments to your goals and objectives.
He started his career on the Adelaide Stock Exchange and moved to Sydney in 1986. By 1988 he had progressed to the institutional desk of Roach Tilley Grice a large stockbroking firm and represented the firm in Singapore and Hong Kong specialising in Australian equities. On returning to Australia in 1991 John worked as a bond futures trader on the Sydney Futures Exchange for seven years gaining insight into the workings of the financial markets. Transitioning to advising private investors in 1998 he returned to Adelaide joining JB Were and later Macquarie.
Brenton Howard - Executive Wealth Manager
Brenton is an Executive Wealth Manager with Ord Minnett Adelaide. Brenton moved to Ords Adelaide in 2016 after a career of over 30 years in the finance industry.
After 4 years with Executor Trustee, Brenton joined Day Cutten and was made a Partner before the business was taken over by Macquarie in 1999. Brenton was an Associate Director at Macquarie and was advising clients during this time in the areas of financial planning, strategic advice, stockbroking, derivatives and money market, and now brings this expertise to Ord Minnett. Brenton specialises in self-managed super funds.
Brenton is a designated Certified Financial Planner with The Financial Planning Association of Australia, a Fellow of Finsia and a Level 1 & 2 ASX Accredited Derivatives Adviser.
Nick Kidman - Private Client Adviser
Since joining Ord Minnett in 2005, Nick has established a successful advisory business providing direct investment advice and funds management services to private individuals, superannuation funds and foundations.
Nick focuses on clients with long-term investment horizons. Therefore, Nick seeks to build investment portfolios made up of direct investments in businesses which also have a long-term approach, as well as good returns on capital, honest and talented managers with ownership mentality, reinvestment opportunities, and good capital allocation.
These businesses include both Australian listed securities and overseas listed securities.
Tom Kidman - Private Client Adviser
Tom Kidman is a Wealth Manager with Ord Minnett Adelaide. Tom began his career in the finance industry in 1997 and began with Ords in 1999.
Tom holds a Bachelor of Commerce (The University of Adelaide) and a Graduate Diploma in Finance & Investment from the Securities Institute of Australia.
Paul Kirchner - Senior Private Client Adviser
Paul has been involved in the finance and stockbroking industry for over 35 years.
Paul spent 7 years working at Bank SA before joining local stockbroking and financial planning firm SVB Day Porter in 1988. He became a partner in 1994 and with the other shareholders sold the business to Macquarie Bank in 1999. At Macquarie, Paul became a Divisional Director and assisted in the integration of the two firms and management of the Adelaide office.
Paul joined Ord Minnett in August 2016 as a Senior Private Client Adviser, and provides advisory and portfolio management services to individuals, families, charities and other not for profit organisations.
Alison Perrott - Director, Investments & Portfolio Strategy
Alison is a financial markets expert, senior fixed income specialist and highly qualified portfolio adviser who joined Ord Minnett in 2007. Alison is primarily responsible for asset allocation and investment advice to religious organisations as well as the not-for-profit and aged care sectors, with over $1 billion under advice. Alison also consults to a variety of wholesale clients including aged care service providers, superannuation funds, health insurers, family trusts and endowments.
Prior to Ord Minnett, Alison was a founding Director of Grange Securities Limited, a specialist fixed interest advisory firm where her role encompassed leading the business development strategy and asset allocation. Alison has worked in the financial markets for over 27 years also holding senior positions at Westpac and Fay, Richwhite Merchant Bank.
Alison holds a Bachelor of Business and a Diploma of Financial Planning. She is also a Certified Financial Planner, Master Stockbroker (MSAFA) and a Graduate of the Australian Institute of Company Directors.
Cameron Spears - Financial Planner
Cameron has over 17 years of experience working in investment advisory financial services. Since joining Ord Minnett Adelaide in 2005, Cameron has built a successful wealth management business providing personalised financial planning and direct investment advice to a select group of private individuals and families.
Cameron holds a Bachelor of Business (International Business and Banking & Finance), Diploma of Financial Services (Financial Planning) and a Graduate Diploma of Applied Finance.
Richard Staunton - Executive Wealth Manager
Richard is an Executive Wealth Manager with Ord Minnett Adelaide, with over 15 years’ industry experience advising clients in the areas of financial planning, strategic advice, SMSFs and stockbroking.
Richard is a Certified Financial Planner and specialises in advising clients who are about to retire, or already retired, on how to ensure they have the retirement lifestyle they desire.
Emma Trengove - Senior Private Client Adviser
Emma specialises in wealth management incorporating stockbroking and funds management and has more than 24 years’ experience in financial advisory. Emma joined Ord Minnett, coming from a senior investment adviser position at Macquarie Wealth.
Over the years she has gained broad experience in asset allocation and portfolio management demonstrating her ability to advise a wide variety of clients in varying market conditions. Emma’s areas of expertise include investment and portfolio management, asset allocation and technical analysis.
Emma is a strong advocate of “the client always comes first” and thrives on environments that support the professionalism and highly ethical approach to financial advisory.
Enthusiastic about giving back to the community, she is a board member of the Helpmann Academy Foundation, Queen Adelaide Club Board and Finance Committee.
Andrej Wojciechowski - Senior Private Client Adviser
Andrej is a Senior Client Adviser with Ord Minnett Adelaide office, having started his career in the financial services industry in 1985.
He commenced his career at AC Goode and Co, followed by 11 years with Todd Partners and 15 years with Macquarie Private Wealth. He has accumulated 32 years of experience in financial markets.
Andrej joined Ords in August 2016 as a Senior Private Client Adviser and provides direct investment advice and portfolio management services to self-managed super funds, individuals and not for profit organisations.
He is an ASX Accredited Derivatives Adviser Level 2.
John Ferrier - Private Client Adviser
John started in financial services more than 20 years ago and has been an investment advisor since 2006.
John specialises in providing investment advice to HNWs, SMSFs, retirees as well as retail clients. With advice ranging from trading direct equities to portfolio management, John prides himself on building strong relationships, providing a high level of service, and an ability to create value for clients.
John holds a Bachelor of Business from Monash University and is an ASX Accredited Derivatives Adviser Level 1 & 2.
Andrew Tate - Private Client Adviser
Andrew has 15 years of experience in the investment advice and financial services industry. Andrew provides advice to both retail clients and sophisticated and professional investors. The advice includes investment and portfolio management services encompassing, Australian and International equities, exchange traded funds, listed investment companies and listed interest rate securities.Andrew is a Certified Financial Planner, has expertise in derivates and is also very active in Equity Capital Markets.
Get in Touch
Start a Conversation with an Ord Minnett Adviser today, who can help with Building Wealth, Protecting Wealth and Managing Wealth.