About Ord Minnett

Ord Minnett is a leading private wealth management group, incorporating full-service stockbroking, financial planning, funds management and portfolio services. Founded in the 1950’s after the Second World War, Ord Minnett grew via strategic mergers and acquisitions of Australian financial firms with corporate origins dating back to
1872. We uphold traditions of integrity, service excellence and quality financial advice. Ords tailors investment solutions to help private wealth clients achieve their financial goals.

Ord Minnett's History

Ord Minnett has been successfully building the wealth for generations of Australian investors.

Our founding partners Charles Ord and Jack Minnett served together in World War 2 and later founded the Stockbroking partnership of Ord Minnett (Ords) in 1951. In the decades that followed, the firm grew via a series of strategic mergers and acquisitions of quality Australian financial firms, with corporate origins dating back to 1872.

In late 2019, Karl Morris (current CEO and Managing Director) lead a consortium of Australian private investors and Ord Minnett employees who agreed to acquire 100% of Ord Minnett from its former shareholders, IOOF and J.P. Morgan. Following the successful completion of the acquisition in September 2019, Ord Minnett became one of the largest privately owned wealth management firms in Australia, managing over $35 Billion in Funds Under Advice.

We are proud of our Australian heritage and have established Ord Minnett as a trusted and respected leader in the Australian financial markets.

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The Value of Advice

Our corporate values are reflected in everything we do. Establishing and building long-term relationships with our private wealth clients are based on trust that is earned and rewarded with prudent, honest investment advice and successful financial returns. These beliefs underpin our reputation for excellence.

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Executive Team

The Executive Team at Ord Minnett draw on decades of professional investment market experience gained with blue-chip financial brands. They drive the corporate vision that has seen the continued success of Ord Minnett in Australia and Hong Kong.

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Karl Morris AO
Chief Executive Officer & Managing Director

Karl Morris AO

Chief Executive Officer & Managing Director

Karl Morris is the Chief Executive Officer & Managing Director of Ord Minnett Limited with a career spanning over 30 years in financial services and wealth management. He is a commerce graduate of Griffith University and holds diplomas from the Stockbrokers and Financial Advisers Association of Australia, FINSIA and the Australian Institute of Company Directors.

Karl is also Chairman of the Brisbane Broncos, Chair of Bravehearts Foundation Fund and Chair of the Mary MacKillop Brisbane Catholic School Access Fund. His other Board memberships include J.P. Morgan Australia Advisory Council, Archdiocese of Brisbane Catholic Foundation and National Vice Patron of Bravehearts. Karl is a Master Member (and former Chair 2012-2018) of the Stockbrokers and Financial Advisers Association of Australia.

Philip Chu
Chief Operating Officer

Philip Chu

Chief Operating Officer

Philip joined Ord Minnett in January 2010 as the Chief Operating Officer. Prior to joining Ord Minnett, Philip was at the Commonwealth Bank where he was the Head of Wholesale Administration for the Colonial First State business and also Head of Operations in the Financial Planning business. Philip has also held senior positions at Citibank and NCR.

Philip is responsible for the day to day operations of Ord Minnett and has a focus on improving operating process and procedures. The Administration Services team and Client Services area, Funds Management administration and the Business Applications team report through to him. Philip also manages key relationships with vendors, institutions and regulatory authorities. Philip holds a Bachelor of Electrical Engineering from the University of New South Wales and a Graduate Diploma of Management from Deakin University.

Careers at Ord Minnett

Ord Minnett offers rewarding opportunities for individuals seeking challenging careers within a dynamic environment. We attract high-performing people from different backgrounds and experiences. As one of Australia’s oldest financial services firms, we incorporate a range of businesses including stockbroking, financial planning, corporate finance, and research to give you the choice of various career paths.

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