Welcome to Ord Minnett Hobart
Building Wealth for Generations
Ord Minnett Hobart
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 has been growing strongly in recent years and is excited to have opened an office in Hobart, Tasmania in 2021 through Luke Rybarczyk and Nathalie Leonard. Ord Minnett’s team of advisers in Hobart are proud Tasmanian’s and have a strong understanding of the Tasmanian community.
Our clients benefit from the knowledge of a professional and highly dedicated team. We understand the importance of customer service and high quality advice as we look to partner with our clients to achieve their investment goals.
Ord Minnett has an extensive national network of specialists and the branch in Hobart 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
Ords has over AUD$58.4 billion in total Funds under Advice (FUA) and AUD$884.5 million in Funds under Management (FUM) as of 30 September 2023.
Ords' clients benefit from full-service stockbroking, financial planning, portfolio services and access to unique investment offerings.
Unique & Tailored Wealth Services
We offer an extensive range of investment services. Whether you are an experienced investor with an established portfolio, or a first-time investor, we can tailor a service to meet your advice needs.
Our advice and services include:
- Full-service portfolio construction and management
- Product-specific investment advice on stockbroking, fixed interest securities, exchange traded funds (ETFs) and international share trading strategies.
- Multiple products assisting with portfolio management with extensive tax reporting.
- Exclusive access to Initial Public Offerings (IPOs) and Placements.
- Financial Planning Services.
- Advice on alternatives to cash in the current low rate environment.
- Access to our online platform with access to research and reporting.
- Cash management and term deposits.
- Deceased Estate Service.
We recognise every client is different and pride ourselves on tailoring a service to meet every individual client’s specific needs and objectives.
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
Luke Rybarczyk - Senior Investment Manager & Branch Manager
Luke has worked in financial markets since the start of 2007 and has extensive experience across a variety of markets in both investing and advising private clients. He started his career with Optiver Asia Pacific, a proprietary trading and market making firm in Sydney. In 2010 Luke returned to Tasmania and started with Bell Potter, where he advised a wide range of private clients and investors over the following 10 years. In December 2020 Luke established and began building a Tasmanian office for Ord Minnett.
Drawing on his extensive experience, diversified background and education, Luke works closely with his clients to build their wealth and manage their investment portfolio through a tailored and individualised process. Luke assists his clients achieve their personal and financial goals and objectives by helping them identify the right strategy and investment portfolio for their own circumstances. Luke then provides an on-going service over the long-term to carefully monitor his client's portfolios and provide ongoing advice and peace-of-mind. Luke advises clients who are investing through a wide range of structures, including superannuation and self managed super funds, trust and company structures and individual investors. Luke also advises a wide range of clients from first time investors to those with extensive experience seeking some additional advice and support. Luke is committed to an open and transparent relationship with his clients and a high level of customer service. Luke's clients also benefit from Ord Minnett's highly regarded research, investment management tools and exclusive client investment opportunities such as Initial Public Offerings (IPOs) and placements. Luke thoroughly enjoys working closely with his clients and helping them through the investment process.
Richard Batt - Private Client Adviser
A Private Client Adviser with 20 years’ experience, Richard is a Certified Financial Planner (CFP®), a Graduate of the Australian Institute of Company Directors (GAICD) and a Master of the Stockbrokers Association of Australia (MSAA). A Past Commodore of the Royal Yacht Club of Tasmania (RYCT), Richard is currently the Chair for the Regional Advisory Committee representing Yacht Clubs in Tasmania and a member of the Bellerive Yacht Club and Cricket Tasmania. Richard is also currently on the board of the St John’s School at Richmond and a Past President of The Friends’ School Old Scholars Association.
Get in Touch
Start a Conversation with an Ord Minnett Adviser today, who can help with Building Wealth, Protecting Wealth and Managing Wealth.