Welcome to Ord Minnett Melbourne
Building Wealth for Generations
Ord Minnett Melbourne
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 in Melbourne 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.
Our clients receive the benefits of dealing with our local Melbourne team who can draw on the resources of Ord Minnett’s national network of 350 finance professionals with expertise in stockbroking, research, products and platforms, financial planning, fixed interest, corporate finance and IPOs. Our Advisers ensure you have access to the information, analysis, insights and investment opportunities which provide the foundations for successful wealth outcomes over the longer term. We welcome the opportunity for you to discover the value of our advice.
"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 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
Brent Chiuchiarelli - Private Client Adviser
Brent joined Ord Minnett in December 2018 as a Private Client Adviser. He has built a career on a sound financial advisory footing with over 14 years of direct investment experience in global financial markets at Goldman Sachs (London) and Morgan Stanley (Melbourne). All within Private Wealth Management. Dealing with retail, sophisticated and professional investors from Australia, Asia, Europe, Africa, and the Middle East. From Individuals, Executives, SMSF’s, Corporates, Family offices and more.
Brent prides himself on his level of professional service, quality of advice and personal commitment to his client’s financial needs. A disciplined investment management process and balanced advice are at the cornerstone of Brent’s wealth management offering.
Bryce Appleton - Senior Client Adviser
Bryce specialises in wealth management strategies and implementation for individual clients and self-managed superannuation funds.
Bryce has 20 years advisory experience with Ord Minnett. Prior to this he was with a large global investment bank and one of the top 4 accounting firms. He is able to advise on investment strategies, asset allocation, Australian investment markets, self-managed superannuation, implementation of financial plans. He is level 1 derivative qualified. Bryce resides on the Mornington Peninsula and enjoys the lifestyle that the region provides.
Christopher Nicholas - Senior Client Adviser
Chris has been with Ord Minnett since 1998, and specialises in portfolio management for individuals and families.
Prior to joining Ord Minnett, Chris worked at chartered accounting firm and also with Trust Company of Australia as an investment adviser for over 100 self-managed superannuation funds. Chris is qualified to advise on superannuation, general taxation matters, and is a Level 1 accredited options adviser.
Edward Larner - Senior Client Adviser
Ed joined Ord Minnett in 2001 and has over 25 years’ experience in stockbroking, financial planning, and wealth management.
Ed specialises in providing investment advice and portfolio management services to high net worth individuals and families. He has extensive experience in portfolio construction, wealth creation strategies, retirement planning and superannuation. Ed holds a Bachelor of Business in Economics and Finance and a Diploma in Financial Planning. He has completed all education and examination requirements as prescribed by the Financial Adviser Standards and Ethics Authority (FASEA).
Joseph Fedele - Senior Investment Adviser
Joseph joined Ord Minnett in 2017 and has over 20 years’ experience in the Finance and Wealth Management Industry having held advisor roles at BNP Paribas, UBS and Morgan Stanley. He focuses on building tailored portfolios to individual’s needs. He specialises in International and Domestic equities and listed credit, as well as utilising derivative strategies to enhance income and total returns.
Joseph and his wife have 2 young boys. He volunteers as a coach at the local soccer club and lifesaving club and is a keen sports fan.
Kathy Stannard - Senior Private Client Adviser
Kathy has worked in the financial planning industry since 1999 and has extensive experience both in Melbourne and overseas. She spent a number of years in Hong Kong, working with High Net Worth Australian expat clients.
Kathy helps clients achieve their personal and financial goals by helping them identify the right strategy, structure and investment portfolio for their needs. She then partners with them over the long-term through a trust-based advice relationship to grow their wealth and passive investment income to ensure they achieve financial security.
Effective management of her clients' superannuation portfolios is a core area of Kathy's expertise, with a focus on asset allocation and portfolio construction.
Kathy holds Graduate Diplomas in both Applied Finance and Investment, and in Financial Planning. She has been a Certified Financial Planner since 2002.
Matthew Sonnemann - Senior Private Client Adviser
Matthew provides personal goals - based advice which is tailored to clients’ needs, focusing on being able to maximise their financial opportunities whilst minimising the risks. Highly qualified with over 25 years of experience, he provides full advisory stockbroking and wealth management advice services.
Matthew’s clients benefit from the consistency and continuity of a long term professional advisory relationship with someone they can trust. Many of his current clients he has advised for many years. Matthew understands how to optimise clients’ financial wellbeing through understanding the strategies, structures, investment choices available, and their impacts. His qualifications include a Bachelor of Economics, a Graduate Diploma in Finance and Investment, a Diploma in Financial Planning and Full Accreditation in ASX Derivatives.
Nicholas Dunning - Senior Client Adviser
Nick joined Ord Minnett in 2008 bringing broad advisory experience to the role, and has worked across stockbroking, financial planning, private banking, institutional, business and retail banking over the past thirty years.
Nick specialises in providing investment advice and portfolio management to his clients focusing on growth and income opportunities in the market, depending on their objectives. His client base predominantly consists of high net worth individuals and their families. Nick brings a strong focus on building solid client relationships ensuring they have the right strategy, structure and portfolio for their needs and desired results.
Nick holds a Bachelor of Economics and Post Graduate Diploma in Financial Planning and is a Master Practitioner member (MSAFAA) of the Stockbrokers and Financial Advisers Association Ltd (SAFAA). He has completed all education and examination requirements as prescribed by the Financial Adviser Standards and Ethics Authority (FASEA).
Anthony Paterno - Senior Client Adviser
Tony’s main focus is assisting clients achieve their financial goals in both asset accumulation and retirement phases. Tony provides professional investment advice which is centred towards the protection and growth of wealth. His investment style considers asset classes including direct shares, managed funds, property, fixed interest and cash.
Tony likes to develop the optimum strategy to suit each individual client depending on their personal circumstances, risk profile and financial goals. This takes time and care and requires the depth of technical knowledge and experience that Tony has gained in both study and practice. Tony holds a Bachelor of Science and a Graduate Diploma in Financial Planning.
Get in Touch
Start a Conversation with an Ord Minnett Adviser today, who can help with Building Wealth, Protecting Wealth and Managing Wealth.