Simon joined Ord Minnett in October 2006 from Macquarie Bank, where he worked for over 13 years. As the Head of Private Client Research, Simon is responsible for investment strategy and portfolio management, working across our adviser network. Simon is a Chartered Financial Analyst, and holds a Master of Economics and a Bachelor of Business.

Phillip has spent over 7 years in Equity Research, following previous experience on the Buy side and investment banking. Phillip has experience in covering a broad array of sectors including materials, technology, tourism and general industrials.

Phillip is a CFA Charter holder. He has a double degree in Science and Laws (Hons) from the University of Sydney, and a Grad Diploma in Applied Finance and Investments.  

Ian has more than 12 years of experience in institutional equities research, covering emerging companies across a range of sectors, and has consistently ranked in the top quartile by Bloomberg for returns. His prior experience includes stockbroking and investment management in the European and Middle East and North African (MENA) markets. Ian holds a Master of Business Administration degree from the Melbourne Business School and a Bachelor of Commerce degree from the University of Melbourne. 

John has spent over 15 years in Equity Research with stockbroking following previous experience in accounting, investment banking and investment management. 

He currently specialises on researching the travel and tourism sector with a focus on key industry data and sector thematics. He is a regular speaker at travel industry conferences and forums.

John is a member of the Institute of Chartered Accountants in Australia and holds a B Comm (Hons) from the University of Melbourne.

Leanne joined Ord Minnett in May 2020 and covers the real estate sector. She has more than 10 years experience in the property industry and before joining Ord Minnett was the Australian real estate investment trust (A-REIT) analyst at Shaw and Partners and at Deutsche Bank prior to that. Leanne is a member of CPA Australia and holds a Bachelor of Commerce degree from Macquarie University.

Dylan spent many years as a mining professional before becoming an equity research analyst more than eight years ago. He covers base metals, coal and battery materials (lithium/rare earths), and works with investors and industry experts to uncover investment opportunities. Dylan has a Master of Mineral Economics degree from the Western Australia School of Mines and a Bachelor of Business degree from the University of Queensland, and he is a member of the Australian Institute of Mining & Metallurgy.

Walter is the editor of Ord Minnett’s regular retail investor publications, such as the Opening Bell, Ords Weekly and the Ords Monthly, along with the various investment guides and investor information published by Ord Minnett. He has spent more than 25 years researching and writing about Australian and international financial markets for a number of organisations.

Prior to joining Ord Minnett in 2013, Walter was an editor across various sections at The Australian Financial Review, and before that a financial journalist and editor at Reuters specialising in markets and corporate coverage. His early career was at the Australian Stock Exchange where he was a senior analyst in the Statex arm of the ASX research department.

Walter holds a Bachelor of Arts, with majors in Economics and Legal Studies, and is RG146 compliant.

Liz is editor of Ord Minnett’s retail investor publications including Opening Bell and Ords Weekly.

Prior to joining Ord Minnett, Liz worked as a supervisory analyst and editor of institutional equity research at firms including Deutsche Bank, RBS and CBA.

Athena is a Research Analyst in the Sydney Office where she is responsible for providing market commentary and trade ideas on Listed Interest Securities and Exchange-Traded Funds.

Athena joined the Research team part-time in 2016 whilst working as the Desk Assistant for the Ord Minnett Fixed Interest Team. Prior to joining Ords, she was a Senior Equities and Derivatives Associate at Commsec Adviser Services.

Athena holds a Bachelor of Economics, majoring in Financial Economics and Finance, from the University of NSW. She is also a CFA Level II Candidate.  

Jack is a Research Associate in the Sydney Institutional Research Team where he is responsible for conducting research in the resources sector covering both macro research on commodity trends and company specific research. He assists in coverage of Coal & Precious / Base / Battery metal (Lithium/Rare Earths) companies.

Jack joined the Research team full time in 2019 after transitioning from running his own business in the health and fitness industry. Prior to this he played professional football for the Sydney Swans.

Jack holds a Bachelor of Science from the University of Macquarie and is currently finishing his studies (2021) completing a Master of Applied Finance (Investment) from Kaplan University.

Michael joined Ord Minnett in January 2021 from Blue Ocean Equities, where he was an Equities Analyst for over 3 years specialising in healthcare and consumer. Prior to entering finance, Michael gained over 10 years’ experience in clinical, primary care, operational and executive positions across the healthcare sector extending from pharmaceutical to medical devices. Michael was a practising pharmacist and Managing Partner at the My Chemist Group, one of Australia’s largest healthcare organisations.

Michael holds a Bachelor of Pharmacy (Monash University), Master of Business Administration with Excellence (AGSM at UNSW) and is also a level III candidate in the Chartered Financial Analyst (CFA) program. Michael is a member of the Pharmaceutical Society of Australia and the Royal Pharmaceutical Society.

Nick has been an equity research analyst for 18 years. His career has included covering Australian Small Caps at ABN AMRO based in Sydney, European Diversified Financials at RBS based in London, and most recently covering the diversified financials and industrials sectors at EL&C Baillieu based in Melbourne. Nick joined Ord Minnett in January, 2021.

Luke joined Ord Minnett in November 2020 from E.L. & C. Baillieu, where he worked for nearly 6 years covering small cap industrial stocks, specialising in the technology and telecommunications sectors. He has a total of 18 years’ experience as an Equity Research Analyst, having previously worked at Macquarie Bank and ABN AMRO Australia. Luke is a CFA charterholder and has Bachelor of Economics and Bachelor of Laws degrees from Sydney University.

James has over 20 years’ experience working in Australian Investment markets and is a Senior Equity Analyst within the Ord Minnett Research team. Previously an Executive Director of Equities at J.P. Morgan and prior at ABN AMRO, James has significant experience as an Equity Analyst, focussed largely on the Consumer Sector. James has also worked in Investment Management as a Portfolio Manager, managing a portfolio of high quality Australian companies.

Malcolm joined Ord Minnett in February 2021 from EL&C Baillieu where he was Chief Investment Officer for three years.  Earlier he was Managing Director, Head of Investment Strategy at Bank of America Merrill Lynch Australia. Across 15 years at Morgan Stanley he was Investment Strategist in Wealth Management Australia, Asia-Pacific Regional equity strategist in Hong Kong, and Australia strategist and Head of Research. Prior to that he was a US equities portfolio manager for BT Australia in New York.

He holds a Bachelor of Economics with First Class Honours (Sydney University) and a Postgraduate Diploma in Management with Merit (MGSM).

Milo is a Research Associate in the Sydney Office having joined the Institutional Research Team in 2021.

Milo joined Ord Minnett at the beginning of 2019 as a Desk Assistant for 6 Senior Private Client Advisers.

Milo holds a Bachelor of Commerce, with a double major in Economics and Finance, from the University of Notre Dame, Sydney as well his Core 1 – Securities and Managed Investments accreditation from SAFAA.

Jack is a Research Associate who joined the Institutional Research Team at Ord Minnett in August 2021 from Lonsec where he was a member of the Direct Equities Research Team since 2019. Jack is a CFA Charter holder. He has a double degree in Commerce and Economics from Monash University.

Paul is a Mining Research Analyst with over 5 years’ experience within institutional equities research, covering both precious and base metals. Prior to switching to the sell-side he worked in the industry as a Geologist for 5 years with the majority of that time spent at IGO. He obtained his Bachelor of Science from The University of Western Australia in 2011 and his Masters of Banking and Finance from Monash in 2016.

George joined Ord Minnett as a Research Associate in October 2021 from EL & C Baillieu where he worked as an Associate Financial Adviser providing investment recommendations and advice to his clients. George has a background in engineering, as well as a Bachelor of Commerce (majoring in Finance and Economics) from The University of Melbourne. George recently passed the CFA level 2 exam and he speaks fluent Spanish.

William is a Mining Research Associate and joined Ord Minnett in March 2022. He assists in providing coverage of base, precious metals and coal equities within Ord Minnett’s Institutional Research Team. Previously William spent over 7 years working in the mining industry as a mining engineer in both leadership and technical roles. Most recently he was an Alternate Underground Manager with IGO at the Nova operation, and he previously worked for BHP at Olympic Dam. William has a Masters of Finance and Accounting, a Bachelor of Engineering – Mining (First Class Honours), holds a WA First Class Mine Managers Certificate of Competency and is a member of AusIMM.