With more than 50 years of combined experience in private wealth management, we specialise in delivering comprehensive financial advice to high net worth individuals, families, and business owners. Holding high level qualifications in economics, finance, risk and financial planning, we combine deep technical knowledge with a practical, client-first approach to wealth creation and preservation.
Private Wealth Advisory Team
Melbourne
Mark Heffernan
Malissa Tobias
Constantine Maglis
A collective approach
Mark Heffernan
Senior Private Wealth Adviser
Melbourne
Malissa Tobias
Senior Private Wealth Adviser
Melbourne
Constantine Maglis
Senior Private Wealth Adviser
Gold Coast
About the team
Leveraging a team of highly experienced professionals, we deliver trusted, strategic advice tailored to the unique personal and financial needs of sophisticated and professional investors. We clearly listen to ensure we understand each client’s specific goals and objectives while drawing on decades of collective industry experience to design customised investment solutions.
Our bespoke, wholesale advisory services are underpinned by leading institutional research and provide access to a comprehensive range of direct investment opportunities across all major asset classes and alternative investments.
Areas of Expertise
Our team brings extensive experience across private wealth management, financial planning, and investment strategy. We specialise in delivering tailored advice to high net worth individuals and families, with a focus on long-term wealth protection and investment maximisation.
Our expertise spans strategic financial planning, tax-efficient investment structures, superannuation and retirement planning, portfolio administration and tax reporting, philanthropic advice, and estate planning. We also have strong capabilities in corporate finance, capital markets, and fixed income - including access to wholesale bonds, term deposits, and initial public offering (IPO) opportunities.
Backed by institutional-grade research and a broad range of direct investment opportunities, we provide holistic, forward-thinking solutions designed to support our clients’ evolving financial goals.
Our Values
Office
Melbourne
Level 22/35 Collins St
Melbourne VIC 3000
(03) 9608 4111
melbourne@ords.com.au
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Quality Advice for Now and the Future
At Ord Minnett, we know that every individual’s journey is different, that’s why we tailor advice and investment solutions to our clients unique needs. We do this with utmost care as it is both our duty and privilege to put our clients interests first.
Our advisers have the experience to navigate the complexities of financial markets. Investment vehicles and economic trends, so they can tailor a strategy unique to you.
Our advisers have the experience to navigate the complexities of financial markets. Investment vehicles and economic trends, so they can tailor a strategy unique to you.
Team of Qualified Experts
Ords advisers are licensed professionals who are specialist in their field
Deep Research and Knowledge
Our Research Analysts continually survey local and global investment opportunities
Clarity and Certainty
Our advisers have an ethical and legal responsibility to act in our client's best interests
Tailored Solutions
We delve deep to discover our client's needs and tailor solutions to them
Partners who listen, then act
We take time to understand our clients’ needs, then advise
Access to opportunities
We offer clients access to pre-market and wholesale investment opportunities
Start a
Conversation
Whether it’s the first time you’ve sought advice, or you're looking for a fresh perspective, our advisers will help you gain clarity, confidence and opportunity.
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