Francesco is the Managing Adviser of the Intermediary Services Desk.  He has over 12 years experience in the financial services industry covering research analysis, securities trading, product development and management, and the provision of tailored investment advice to investors.

He has held management positions with leading stockbroking firms, most recently as an Executive Manager with Ord Minnett before moving to the Intermediary Services Desk.  Francesco also spent 3 years as an Economist providing advice to corporate and government clients.

David is the Business Development Manager and a key member of the Intermediary Services team. He focuses on developing relationships with current clients to ensure they are receiving the very best direct equity services available in the Australian market.  David is also responsible for developing new relationships with planning groups seeking direct equity advice and execution.

David has worked in financial services, and in particular the advice industry for 14 years and has extensive experience as a Client Adviser and in servicing the needs of advisory groups.  Prior to joining Ord Minnett, David has worked at Perpetual as a Private Client Adviser, as a Technical Analyst at Sealcorp (ASGARD) and at Westpac Financial Services in both technical and advisory capacities.

David holds a B.Ec (U.N.E.).

Thomas is the Head of Advice and Portfolio Management for the Intermediary Services Desk.  He has 12 years experience advising private investors and corporates in equity research, asset consulting, portfolio management, tax planning, superannuation and investment execution.  Prior to joining Ord Minnett, Thomas gained his experience whilst advising on behalf of top tier chartered accountancy firms (KPMG) and regulatory bodies such as ASIC and APRA.
 
Thomas holds a B.Com, M.Com, ADA II and MSAA.