Simon joined Ord Minnett in October 2006 from Macquarie Bank, where he worked for over 13 years, most recently establishing and running the Macquarie Financial Services Group private client research team for their 280 Advisers. Simon was an institutional equities analyst (healthcare / pharmaceutical) until 1997, when he moved over to the retail side of the business.  Simon was also the Chairman of Macquarie Financial Services Group’s Investment Committee. As the Head of Private Client Research, Simon is responsible for investment strategy, portfolio construction, asset allocation, client seminars, presentations and road shows throughout the Ord Minnett branch network.

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.  

Sze is the Australian Equities Strategist for Ord Minnett. She is responsible for market-based commentary, generating investment ideas, contributing to the investment strategy, and holding client seminars.

Prior to joining Ord Minnett in 2016, Sze was the Vice President of Investment Strategy at Morgan Stanley Wealth Management, with responsibility for providing portfolio and strategic research to the firm’s network of financial advisers and private clients. Sze has more than 20 years of finance-industry experience, and began her career as a research assistant with the listed investment company Milton Corporation.

Sze has a Bachelor of Commerce degree from the University of NSW, majoring in accounting and finance. She has also completed the CPA Program and a holds a Diploma of Applied Finance from FINSIA.

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.

Research Analyst Joshua is a Research Analyst covering the Software & Technology sector having joined the Institutional Research Team in 2018 as an Associate. Prior to joining Ords he held roles at Bell Potter and Telstra Super.

Joshua holds a Bachelor of Commerce degree from Monash University, and has passed the Level I of the CFA Program.

Jason is a small-cap industrial Research Analyst largely covering the Food and Beverages sector.

Jason started his career in industry in 2013 with KPMG in the Financial Services Audit division. Jason was also previously employed as a Financial Analyst at a Superannuation Services technology firm based in Sydney.

Jason has a Bachelor of Business Degree with a double major in Accounting and Finance from the University of Technology, Sydney.

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.

Ben has worked in the financial services industry for 13 years. He joined Ord Minnett in January 2021 after over seven years at EL&C Baillieu, where he was responsible for the publication of content produced within the research department, both retail and institutional.

Ben started his career in finance at a boutique wealth management firm before joining Shaw and Partners, working in various roles across research and wealth management.

Ben holds a Master of Journalism and a bachelor’s degree majoring in communications.

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.

Supun is a Research Associate who joined the Institutional Research Team at Ord Minnett in January 2021 from E.L. & C. Baillieu where he was a member of the Research Team since 2019. He assists in the coverage of listed equities as well as covering listed investment companies and trusts.

Supun has previously worked as an Actuarial Analyst at Suncorp Group and as an Investment Analyst for a boutique private wealth management firm focused on high-net-worth clients.

Supun is a CFA Charter holder. He has a double degree in Actuarial Studies and Applied Finance from Macquarie University.

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.