Welcome to Ord Minnett Newcastle

Building Wealth for Generations

Ord Minnett Newcastle


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 Newcastle has a proud Novocastrian heritage dating back to 1940, trading as Tonkin, Scorer & Menzies before joining under the Ord Minnett banner in June 2008.

In 2020 E.L. & C. Baillieu, another respected and enduring investment name joined with ORDS. This acquisition brought with it the co-founder of E. L. & C. Baillieu Newcastle. He and his team have deepened Ords’ Newcastle ties as well as strengthening our expertise and knowledge.

At Ord Minnett Newcastle, we're here to ensure that you are set up to achieve your financial goals and secure your financial future. 

We specialise in providing personalised strategic wealth management services. We know that your wishes, your plans, and your goals are not the same anyone else's. Using our proven processes and significant experience, we'll develop a strategy that's designed specifically for you. 

With the right advice, you'll have peace of mind that your wealth can continue to grow and be protected, even in these ever-changing times.

"Through prudent investment advice and market analysis, Ord Minnett has been building the wealth of investors for generations."

Proud Heritage

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.

Service Excellence

Ords' clients benefit from full-service stockbroking, financial planning, portfolio services and access to unique investment offerings.

Unique & Tailored Wealth Services

Our professional advice can give you back your time, eliminate financial stress, and significantly build and protect your wealth.  At Ord Minnett Newcastle, our advisers are dedicated to strengthening and securing your wealth

We’ll help you steer your financial future in the right direction by:

  • Helping you make smarter and better-informed decisions.
  • Advising how to invest in the future.
  • Helping you to understand market trends and their impact.
  • Providing expert guidance for planning and managing your wealth.
  • Continually reviewing your strategy to ensure maximum performance.

Our Approach

Strategic Wealth Management Services Tailored For You

We’ll have a conversation where we’ll get to know your investment history, your philosophy on risk, your family situation, and your specific circumstances. Then our team of expert Advisers will develop a strategic wealth management plan designed to meet your unique goals.

A Consultative Approach

Before we do anything with your money, we will ensure that you understand what we are recommending, and why we think it’s the best option for you.

We’ll build an honest two-way dialogue to ensure that you retain complete control of your investment decisions. We want you to trust that our financial advice is always about delivering the best results for you. The Newcastle team works together to share our collective expertise and stock market intelligence.

As a client of Ord Minnett Newcastle, you have at your disposal advisers to develop an investment strategy designed specifically for your unique financial objectives. The Newcastle team also draws upon Ords wider expertise, research, analysis and proprietary systems. This means that you receive a local tailored service, backed by the extensive resources of a global financial services firm.

There is no 'off the shelf' financial strategy, just tailor-made advice that's right for you.

When you work with us at Ord Minnett Newcastle, you are working with a specialised team that has over 100 years of combined industry experience. Our advisers have expertise in direct equities, retirement planning, financial structuring, transfer of family wealth, self-managed superannuation funds and more. Our Newcastle team works together to share our collective expertise and stock market intelligence. 

As a client of Ord Minnett Newcastle, you will have a team of two dedicated wealth advisers working with you. Together your advisers will develop an investment strategy designed specifically for your unique financial objectives. Why two advisers? Because we believe that our team is our strength. And we know that combining the expertise of our team will provide you with the best possible service and the best possible advice. 

As part of Ord Minnett, the Newcastle team also draws upon the company’s wider expertise, research, analysis and proprietary systems. This means that you receive a local tailored service, backed by the extensive resources of a global financial services firm. 

There is no 'off the shelf' financial strategy, just tailor made advice that's right for you.

Client Service Excellence

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.

Value of Our Advice

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

Comprehensive & Unique Wealth Services

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 specific 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

newcastle team

Meet the Team

At Ord Minnett Newcastle, we are dedicated to providing you with tailored investment strategies designed to achieve your financial goals. We work closely together to share our expertise and continually monitor investment opportunities, so that you can benefit from the significant experience and knowledge of the entire team.

As part of the national Ord Minnett company, our Hunter region 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.

  • Lara kable

  • Nick Wright

  • Mark Smith

  • Nicholas Paunovic

  • Brodie Hussain

  • Mark Haydon

  • tina Latham

  • Larson Hoffman

  • Susan Green

Lara Kable

Lara Kable - Senior Private Client Adviser

Lara builds client relationships based on trust, transparency and a determination to succeed. Her expert advice will help you to plan successfully for your retirement. She will develop strategies designed to build and protect your wealth, and secure your financial future.

Lara’s specialisation is in helping people with self-managed super funds (SMSF) to achieve the best outcomes for their fund from a financial perspective.

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Lara has worked in the financial services industry since 1996 and is passionate about helping clients to understand how they can take control of their retirement planning and pension phase.

Lara is a secret thrill seeker who used to fly planes! It’s a hobby she hopes to return to when her children are a little older.

Lara has multiple qualifications and memberships including:

  • Diploma of Financial Services (Financial Planning)
  • Advanced Diploma in Financial Services (Financial Planning)
  • Masters of Financial Planning
  • SMSF Specialist Advisor with the SMSF Association

Get in Touch

Start a Conversation with an Ord Minnett Adviser today, who can help with Building Wealth, Protecting Wealth and Managing Wealth. 

Contact Details