Welcome to Ord Minnett Sunshine Coast
Building Wealth for Generations
Ord Minnett Sunshine Coast
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.
Ord Minnett Sunshine Coast was established in 1992. Originally focusing on stockbroking, over the years we have evolved to become a complete wealth management advisory firm.
For investors who value sophisticated advice, we offer priority adviser access, strategic planning and active investment recommendations.
This allows clients to quickly move in line with national and international market and legislative trends.
"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
For investors who value sophisticated advice, we offer priority adviser access, strategic planning and active investment recommendations. This allows clients to quickly move in line with national and international market and legislative trends.
Our full advice service analyses your needs and aims, then sets out a plan to achieve those aims, as well as quickly and accurately executing your stock trades.
Stockbroking & Wealth Management
Our advisers understand the risk / reward relationships inherent in investing and are able to assist in establishing and maintaining a diverse and balanced investment portfolio.
Our advisers provide value-added service by staying informed about each client’s investments, and applying their expertise and knowledge to best utilise our top rated research.
- Portfolio construction and management
- Share trading ideas and strategies
- Relative value arbitrage
- Fixed income investing
Financial Planning & Strategy
We are a full service advisory group, which means we offer much more than just buying and selling shares.
We consult with you, and believe that it is essential that we understand your current position and objectives. We must understand your risk profile, as it is important we design a portfolio that should meet your objectives, while not taking on unnecessary risk.
Our financial planners specialise in the following areas:
Our investment philosophy is based on research, quality investments, and cash flow.
We invest in companies that are well researched, using information provided by Ord Minnett’s team of experienced research professionals.
- Decisions to invest are made only after we are satisfied that the asset has a sound balance sheet, prospects of growth in profitability, and good cash flow. We attempt to invest in companies that are trading well under a price that we consider ‘fair value’.
- We focus on cash flow and liquidity. We try to ensure that there is sufficient initial cash, plus income generated by your portfolio, to ensure you are never forced to sell assets at a time which may not be appropriate.
Ord Minnett Sunshine Coast recommendations are not influenced by product providers and our preference is to invest directly rather than through managed funds.
Our extensive experience in researching and managing financial assets enables us to provide advice without conflict or compromise.
The result is one of complete transparency of client holdings and a portfolio strategy specifically designed to meet the needs of our valued clients.
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 regularly review your investments and your overall strategy
sunshine coast team
Meet the Team
The Sunshine Coast Branch of Ord Minnett is a team based advice group providing tailored investment strategies to the personal needs of individual clients and their families.
Whilst each client has a regular relationship adviser, the benefits of a Team approach lie in the depth of speciality available across numerous advisers, diversified knowledge base, and continuity of advice designed for you.
In addition, the Sunshine Coast Team has at its disposal the entire Ord Minnett research division and investment committee, as well as further research and Australian capital raisings in the form of IPOs, placements and other corporate originations. We utilise a team approach to provide you with a range of specialists to assist you with your financial needs.
Mark Davidson - Managing Partner & Senior Financial Adviser
Since joining Ord Minnett in 2000, Mark has established a successful advisory business providing direct investment advice and funds management services to a select group of private individuals and families, their companies, trusts, and superannuation funds.
Mark joined the industry in 1986 with Rothschild and has worked for some of the premier names in the Australian wealth management industry, including Potter Partners, Barings, Macquarie Bank, and Deutsche Bank. Prior to joining Ord Minnett, Mark was based in Melbourne with Merrill Lynch.
Mark holds a Bachelor of Business from the University of Central Queensland, and has completed a Diploma in Finance from the Securities Institute of Australia. He is a Certified Practicing Accountant (Fellow), and is an ASX Accredited Derivatives Adviser Level 1 and 2.
Troy Davey - Financial Adviser
Troy Davey is a Financial Planner and Investment Adviser with Ord Minnett Sunshine Coast.
Troy commenced his professional career with the Ord Minnett Brisbane team in 2006 and moved to the Sunshine Coast office in 2009.
Troy holds a Bachelor of Business (Banking & Finance and Funds Management) and a Master of Business (Professional Accounting – Taxation). Troy has also completed a Graduate Diploma of Financial Planning and is an ASX Accredited Derivatives Adviser Level 1.
Troy Derwin - Partner & Senior Adviser
Troy Derwin is a Senior Adviser with Ord Minnett Sunshine Coast, having first started in the financial markets in 1996. Troy joined with Ords in 2013 after a 17 year career in the financial markets in Sydney.
He commenced his career in funds management as a research analyst before moving into a portfolio manager role. After six years in funds management, he moved into stockbroking, running the Deutsche Bank Real Estate Investment Trust (REIT) research team.
Chris Harris - Partner & Senior Financial Adviser
Chris Harris is a Senior Financial Planner and Investment Adviser with Ord Minnett Sunshine Coast. Chris started in Ords Head Office in Sydney in 2002 and moved to the Coast in 2004. Prior to working with Ord Minnett, Chris worked in taxation at KPMG Sydney and with an accounting firm in North Sydney.
Chris holds a Bachelor of Financial Administration (Accountancy) and a Masters of Commerce (Taxation). He is also a Certified Practicing Accountant, SMSF Specialist Advisor with the Self-Managed Super Fund Association, and a Graduate Member of the Australian Institute of Company Directors.
Justin Scattini - Partner & Senior Adviser
Justin has over 15 years of experience working in investment advisory financial services. Since joining Ord Minnett in 2005 Justin has established a successful wealth management practice providing direct investment advice and funds management services to a select group of private individuals and families, their companies, trusts, superannuation funds and personal injury trusts.
Justin and his family moved to the Sunshine Coast in 2011 and merged his business with the successful team centred in Buderim. In 2012 Ord Minnett Sunshine Coast corporatized and Justin is one of four partners in the business. He still maintains an office on Eagle St to service his Brisbane based clients.
Prior to joining Ord Minnett Justin worked with independent research and funds management firm Lincoln Indicators where he was responsible for distribution and product training.
Justin is a Certified Financial Planner® or CFP® and is a member of the Financial Planning Association of Australia. He holds a Master of Applied Finance, a Graduate Diploma of Financial Planning, a Diploma of Financial Markets, and is an ASX Accredited Derivatives Adviser Level 2.
Anthony Ward - Partner & Senior Client Adviser
Anthony has worked in the financial services industry since 1989. During this time he gained valuable investment knowledge working for blue-chip financial organisations in both Sydney and London. This experience laid a strong foundation for his current senior role at Ord Minnett, Sunshine Coast.
Anthony joined the Ords team in 2003 after moving the family from the big smoke of Sydney. He has since established a successful business in servicing the investment needs of high net worth individuals on the Sunshine Coast.
Anthony holds a Bachelor of Business, Professional Diploma in Stock Broking, is an ASX Accredited Derivatives Adviser Level 1, plus has numerous post graduate subjects completed from both the Securities Institute of Australia & Financial Planner’s Association.
Darryl Watt - Financial Adviser
Darryl began his career with Ord Minnett Buderim in 2006 after twelve years of employment with Centrelink working in a variety of roles.
He provides advice and portfolio management services in a range of areas including Australian shares, fixed interest, international shares, managed funds, cash management services, leveraged investments, initial public offerings (IPOs) and other capital raisings. Specific areas of expertise include superannuation, retirement planning, the age pension and other Centrelink benefits, aged care, wealth creation strategies, and portfolio management.
Darryl holds a Bachelor of Business in Accounting and a Graduate Diploma in Financial Planning from the University of the Sunshine Coast.
Jake Brown - Private Client Adviser
Jake Brown is a Private Client Adviser with Ord Minnett Sunshine Coast. Jake joined Ords in 2022 after five years of financial markets experience in Melbourne. He commenced his career as a business consultant offering financial management and turnaround consulting advice to small and medium enterprises. High achievement in this role predicated his transition into portfolio management and research analysis for retail and sophisticated investors across Australia. After two years in this role, he took on the added responsibility of managing a diversified investment fund with assets in property, renewables, private credit and Australian small cap equities.
Ord Minnett Sunshine Coast is proud to be connected to the following Sunshine Coast Clubs and Associations:
Get in Touch
Start a Conversation with an Ord Minnett Adviser today, who can help with Building Wealth, Protecting Wealth and Managing Wealth.