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 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. 

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.

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 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.

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.

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).

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.