Welcome to Ord Minnett Perth
Building Wealth for Generations
Ord Minnett Perth
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’s team of advisers in Perth has a broad range of investment skills and qualifications, with over 45 years of combined experience in the finance industry.
Ord Minnett has an extensive national network of specialists and the branch in Perth means clients can access quality advice at a local level.
"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
Craig Ellis - Senior Investment Adviser
Craig is a Senior Investment Adviser with Ord Minnett, having joined to set up the new Western Australian office in Perth bringing 17 years experience in the finance industry. Craig has substantial investment experience across equities (domestic and international), fixed interest and FX, and he specialises in asset allocation.
Craig focuses his attention on high net worth families, not for profits and school foundations. He uses his expertise to assist Intermediaries across the aforementioned asset classes. His preferred charities are Multiple Sclerosis WA, The Smith Family, and Craig supports various local community involvements.
Faye Longmuir - Senior Wealth Adviser
Faye has over 28 years of financial and investment experience, gained through working for some of the world’s leading investment banks and financial institutions, including Macquarie Bank. She assists her clients in managing their wealth against the backdrop of a complex legislative environment and dynamic financial markets.
Faye keeps her knowledge current and relevant through continued professional development, specialising in retirement planning, self-managed superannuation, complex asset structures, superannuation, direct share, aged care advice, managed funds and other listed securities.
One constant in financial markets is change and Faye has advised her clients through some of the most challenging market conditions of our time. Her clients entrust her with managing their wealth and Faye sees this is a privilege that she takes seriously. She offers an uncompromising level of service where commitment and performance go hand in hand. Faye’s clients are interested in building financially rewarding long term relationships.
Faye holds a Bachelor of Business degree from Edith Cowan University, Western Australia, where she was naturally drawn to the finance and economic units. The completion of this degree launched her into the world of finance where she added further qualifications of a Diploma of Financial Planning, and specialist certificate courses of self-managed superannuation, margin lending and aged care.
Danny Stent - Branch Manager & Senior Financial Adviser
Danny is a Senior Financial Adviser in the EL & C Baillieu Perth office. Danny has been providing strategic planning and investment advice to private clients for over 25 years. Regular reviews of strategy, asset allocation and investment management help to steer clients towards their goals and objectives. Danny has been on the Supervisory Committee, and has also been a member of the Philanthropic Committee of EL & C Baillieu. He was nominated as an Adviser to the Board in 2019 and has now taken the role as Branch Manager (WA) for the combined Ord Minnett and EL & C Baillieu wealth advisory team. Prior to working with EL & C Baillieu, Danny worked with DJ Carmichael, where he also acted as a Director and Chairman.
Duncan Mitchell - Senior Wealth Adviser
Duncan has spent the last fifteen years at Private Banker and Wealth Manager at Macquarie Private Bank. His focus was primarily on the needs of ultra-high net worth individuals, their families and foundations. There, he was tasked with developing an in depth understanding of their preferences and aspirations, to deliver a genuinely superior service and experience. Duncan offers tailored wealth and investment solutions ranging from tax, trust and estate planning, through to philanthropy management, insurance and lifestyle advisory.
Not only that, Duncan brings with him strong referral partnerships built over decades, with many banking and financial service professionals. This ensures that no matter his clients’ requirements, he brings with him the full spectrum to help them achieve their life goals with financial security.
Duncan now looks forward to developing these partnerships under the Ord Minnett business and will focus his efforts on Sydney and Perth based clients. Previous to Macquarie Duncan previously worked with his newly appointed boss Danny Stent at DJ Carmichael and is excited at the chance to grow Ord’s Perth business under his leadership.
Dwight Clark - Senior Financial Adviser
Dwight is a Senior Strategic Adviser in Ord Minnett’s Perth office. Dwight’s primary responsibilities are to provide Strategic Advice to a small number of clients (successful individuals, family businesses and for-purpose organisations). Dwight has spent over 20 years providing advice to his clients, with specialties in the areas of Taxation, Superannuation, Philanthropy, Wealth Security and Succession planning.
Dwight is also very active in the WA Philanthropic & For-Purpose sector providing consulting and compliance support services to his Philanthropic, Corporate, Social Entrepreneur and For-Purpose clients. Dwight has also contributed to the local and country wide research of the sector, and has been involved in the development of government policy for the social sector. Prior to Ord Minnett, Dwight held Senior roles at E.L. & C. Baillieu, JBWere Ltd, and two successful boutique Wealth Advisory businesses.
Scott Green - Senior Financial Adviser
Scott has over 10 years of experience in the finance industry, delivering a broad spectrum of investment and financial planning advice, with specialties in ASX listed securities (eg shares, bonds, hybrids) Exchange Traded Funds (ETFs), superannuation, life insurance, taxation, managed investments, margin lending and derivatives.
Scott is based in Perth, also spending time servicing clients from the newly branded Ord Minnett office in Geraldton. Scott’s focus is on tailored portfolio management within a robust, financial planning framework. After careful consideration of his clients’ objectives, circumstances, preferences and attitudes to risk, Scott’s systematic approach applies asset allocation strategies to construct and routinely manage client portfolios.
Customer service has been at the heart of Scott’s entire working career. Prior to joining E.L. & C. Baillieu in 2017, Scott spent 6 years in a similar role with Morgans Financial, after a 15 year career as an Engineer and Project Manager in the oil & gas services industry.
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