The CCB team boasts more than 135 years of combined experience in the financial industry. Kevin, Laurence and Hamish work with private investors, sophisticated clients, and family offices across Australia.
The team successfully manages the complexities of significant wealth for its clients through their proven partnership approach. Now including the next generation of advisers with James Bristow and Mitchell Crawley as well as support staff, they combine expertise with collective wisdom, youth, and energy to deliver comprehensive financial solutions.
Their high-touch collaborative service model ensures those who seek their guidance receive the highest level of personalised service and support tailored to their unique financial goals.
Kevin, Laurence, Hamish, and the CCB team offer expert financial guidance, supported by Ord Minnett’s investment and research teams.
They specialise in comprehensive wealth management, investment strategy, portfolio construction and management, superannuation and SMSF strategies, philanthropic giving, and intergenerational wealth transfer, ensuring clients receive tailored, well-informed advice across Australian and international markets.
The team’s priority is to protect and grow capital while optimising outcomes through strategic financial architecture and asset allocation across diverse asset classes including equities, derivatives, fixed interest, property, and alternative investments.
With a strong commitment to helping clients achieve lasting financial success, they go the extra mile, providingdedicated collaborative support at every stage of their financial journey.
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