Welcome to Ord Minnett Gold Coast
Building Wealth for Generations
Ord Minnett Gold 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.
The Ord Minnett team of professionals on the Gold Coast have the experience and investment knowledge to help you achieve your financial goals. Our Advisers can deliver a comprehensive range of private wealth services and is of a size that permits close teamwork, shared capabilities and investment insights to tailor an investment solution for you.
The Ord Minnett Gold Coast office was established in 1990. Originally focusing on stockbroking and insurance, over the years we have evolved to become a complete wealth management advisory firm.
"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
Ord Minnett Gold Coast is focused on building strong relationships which provide clients with professional and bespoke advice. We provide astute investors with the full suite of private wealth investment services and tailored financial solutions, including:
- Full service stockbroking
- Financial planning
- Superannuation and SMSF advice
- Retirement planning
- Portfolio administration
- Estate planning
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 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
gold coast team
Meet the Team
With over 80 years of experience, our experienced team of Advisers are well placed to help you achieve your financial and lifestyle goals.
As part of the national Ord Minnett company, our Gold Coast team has access to the company’s wider expertise, research, analysis and proprietary systems, giving you a local service, with the extensive resources of a global financial services firm.
Nathan Blair - Branch Manager & Senior Investment Adviser
Nathan is the Branch Manager and Senior Investment Adviser for the Gold Coast office. As a Senior Investment Adviser for over 20 years with Ord Minnett, Nathan provides clients with strategic advice, portfolio construction, asset allocation, and investment and trading ideas.
Nathan is involved in all aspects of his clients’ financial health – tailored advice, prudent investment management, risk management and consistently providing the very highest standards of service, all backed by Ord Minnett’s suite of capabilities including operations, research, asset management, corporate finance, and administration.
Nathan is a Responsible Executive of Ord Minnett Ltd, holds a Bachelor of International Finance from Griffith University and the highest level of Options & Derivatives Accreditation. Nathan is certified by the Securities Institute to provide superannuation advice, registered with the Australian Stock Exchange and a master of the Australian Shareholders' Association.
He has been a resident of the Gold Coast for 30 years, and a father of three children. Nathan’s hobbies include sailing, game fishing, reading and keeping fit.
Ben Leeden - Private Client Adviser
Ben has been an Adviser with Ord Minnett since 1999. As a Senior Adviser, Ben provides clients with tailored advice on their share portfolios, investments, trading ideas and asset allocation by drawing from his extensive experience in financial markets.
Ben is a specialist in wealth management. He monitors risk and regularly reviews clients' investment portfolios to ensure their long term objectives are achieved. His clients range from private investors, to superannuation funds, as well as sophisticated and professional investors. Ben’s clients live locally, across Australia and overseas.
Ben holds a Bachelor of International Finance from Griffith University. He holds both Level 1 & 2 Accreditation for options and warrants advice and is certified by the Securities Institute to provide superannuation advice. Ben has lived and worked on the Gold Coast for the last 20+ years. He is married with a young son. He is a keen golfer and boatie.
Hayden Schneider - Private Client Adviser
Hayden is a trusted investment adviser and has a passion for financial markets where he has been involved since 2003. He provides investment advice to private investors, self-funded retirees, institutional investors, superannuation funds and high conviction traders. Hayden holds a Bachelor of Applied Finance from Macquarie University as well as Postgraduate Diploma’s in Property and Financial Planning.
Hayden specialises in wealth management for individuals seeking to increase their portfolios in a strategic manner. He adds value to clients by providing recommendations in portfolio construction, as well as regularly communicating market knowledge and high conviction trading ideas to his clients based on fundamental and technical analysis.
Hayden is an advocate of thematic investing and believes market inefficiencies in value can be found by careful stock selection in the smaller capitalised companies on the ASX. Hayden is an accredited to provide advice in equities, exchange traded funds, options (ADA 1 and 2), margin lending, bonds, term deposits and bank bills.
Hayden has been a resident on the southern end of the Gold Coast since 2005, is married and a father of three children. Hayden enjoys the Gold Coast beach lifestyle particularly surfing, soccer and offshore fishing.
David Wallis - Private Client Adviser
David has been providing investment and financial strategy advice for 20+ years. He specialises in portfolio management and retirement planning, and his clients include self-managed super funds, retail super funds, small business owners and professional employees.
David constructs investment strategies tailored to an individual’s investment objectives and risk appetite, with a thorough ongoing risk management process.
David’s advice can be tailored to investment strategies for high income investors and protection from short term volatility in investment markets. His previous experience includes roles at MLC Investments, ABN Amro Morgans and Macquarie.
David Wells - Adviser
David has been providing specialist investment and financial planning advice with Ord Minnett since 2000.
Prior to this David practiced as a Chartered Accountant providing superannuation, tax and accounting advice for individuals, trusts, superannuation funds and corporate entities. David’s move from accounting to financial planning was driven by the desire to provide more “value added“ advice to clients of a wider variety and with more varied needs.
David has worked in the accounting and finance industries for over 25 years and specialises in the provision of investment and tax-effective strategies for optimal wealth creation. He has a special interest in superannuation. David provides investment advice across a broad range of products including direct shares, managed funds and fixed interest products.
David holds a degree in Accounting and is a Chartered Accountant. David also holds the designation “Financial Planning Specialist”, which is only issued to Chartered Accountants who have achieved the highest qualifications and experience in financial planning.
Alex Hamilton - Private Client Adviser
Alex has over 18 years’ experience in financial markets, including 11 years as a stockbroker. Alex specialises in helping clients give priority to their superannuation so they are more engaged and informed about their retirement prospects from an earlier age. Today's investors are faced with a world of constant, accelerating, disruptive change. In collaboration with other industry professionals, Alex safeguards his client's wealth through suitable asset allocation and the adoption of low cost investment strategies aligned with major trends.
Alex is interested in geopolitical trends influencing capital flows. He is passionate about capitalism, free enterprise and the motivation of self interest in the economy. Alex is a graduate of the Australian Institute of Company Directors, holds a dual degree in Commerce and Business Management, and holds a Professional Diploma in Stockbroking.
Brain Manning - Investment Adviser & Financial Planner
Brian has gained broad exposure to many facets of financial markets and has provided tailored financial advice to clients since 2001.
Drawing on over 30 years’ experience in financial services, Brian works with his clients to grow their wealth through different asset classes and investment vehicles. Effective management of his clients’ superannuation portfolios is a core area of Brian’s expertise, with a focus on asset allocation and portfolio construction.
Brian’s commitment to a high level of client service ensures his clients benefit from his active analysis of market trends and the impact these have on their portfolios to assist his clients achieve their financial and lifestyle goals.
Prior to joining Ord Minnett, Brian worked at Macquarie Bank for 16 years as an Investment Adviser and Financial Planner, providing financial planning and stockbroking services to his clients. He also has extensive experience in product management, business development and administration management.
Brian holds a bachelor of Commerce and a Graduate Diploma in Financial Planning. He is also a Financial Planning Association Certified Financial Planner, the highest designation available for financial planners.
Jennifer Mcleod - Adviser
Jennifer joined Ord Minnett in 2013, after years’ of experience assisting clients to effectively manage their finances within private wealth firms. Jennifer prides herself on working closely with clients to understand their current financial situation and their aspirations for the future.
She provides her clients with full asset allocation advice, focused on domestic and international equity portfolios. Jennifer uses her knowledge of portfolio construction, asset allocation and ethical & sustainable investment overlays to tailor portfolios aligned with clients’ goals.
She feels passionately about making personal finance and superannuation accessible to everyone, to ensure they achieve financial security without complications.
Jennifer can help with:
■ Private wealth management
■ Full-service stockbroking
■ Financial planning
■ Fixed-interest products
■ Estate planning and asset protection
■ Retirement planning
Jennifer holds a SAFAA Professional Diploma in Stockbroking and a Diploma in Financial Planning. Jennifer is certified by the Securities Institute to provide superannuation advice, and registered with the Australian Stock Exchange.
Lynda Woods - Private Client Adviser
Lynda has been a Senior Private Client Adviser since 2004 with business management experience since 1988. Lynda provides investment advice to private clients including self-managed retirees, sophisticated and professional investors, as well as Charities and Foundations. Lynda holds specific qualifications in Self-Managed Superfund Best Practice and enjoys working with her clients to develop strategies to achieve their lifestyle goals.
Lynda is recognised as a Master Stockbroker by the Stockbroker Association of Australia. She has completed the new industry FASEA Ethics exam and is currently complimenting her existing qualifications with a Post Graduate Diploma in Stockbroking and Financial Advice. Lynda is also a Member of the Australian Institute of Company Directors and registered with the Tax Practitioners Board.
Lynda has been a Gold Coast resident for over 2 decades and is an active member of Surf Lifesaving on patrol and Judging competitions. She is an avid fan of AFL and a Foundation Member of the Gold Coast Suns.
You can hear Lynda each weekday morning delivering the Finance Report for ABC Radio Gold Coast.
Alex Faulkner - Adviser Assistant
Alex works closely with advisers in the office bringing new ideas to the table, working through already developed concepts and assisting with client communication. Alex has been with the Gold Coast office since 2019 after recently graduating from Queensland University of Technology with a business degree majoring in finance. Alex has been analysing and investing in markets for 5 years and is now completing a graduate diploma of financial planning where is he aiming to further add expertise to his broad skillset. Alex is a big advocate of financial freedom and believes that it can be achieve by anyone with the correct advice.
Ord Minnett Gold Coast is proud to be connected to the following 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.
Parking is available in Bruce Bishop Carpark (off Beach Road) or easy access via the G-Link tram to the Surfers Paradise stop, near Q1.