Hon Warwick Smith AO is Chairman of Ord Minnett Investments Limited. Warwick also holds the position of Chairman Advisory Board - Australian Capital Equity, holders of interests in Seven Group Holdings of which he is a Board Director, Seven West Media, Boral, Coates Hire, Beach Energy, WesTrac and Caterpillar industrial services and equipment in Western Australia and New South Wales. He is Director and Commonwealth Nominee of Marinus Link Pty Ltd and is the Lead Independent Director of Jemena Pipeline and Energy. With the Business Council of Australia, Warwick is the Chairman of the Global Engagement Committee.

He has more than 20 years experience in banking and financial services having held senior roles as an Executive Director with the Macquarie Bank Group as well as Chairman New South Wales and Australian Capital Territory and former Senior Managing Director for the ANZ Banking Group Limited which included Chairman of ANZ Bank China and Chairman of ANZ Bank Thailand. He has previously been Chairman of E*TRADE Limited; Board Director of Estia Health Ltd and Chairman of the Australian Sports Commission. He is the immediate past Chairman of the National Museum of Australia, the Australia–China Council and the National Foundation for Australia-China Relations. 

Warwick was an Australian Federal Government Minister with a parliamentary career spanning 15 years. He was also Australia's first Telecommunications Ombudsman and has received a Centenary Medal and twice been awarded an Order of Australia.

Karl Morris is the Chief Executive and Managing Director of Ord Minnett Ltd, with a career spanning over 36 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 was awarded an Officer of the Order of Australia (AO) on Australia Day 2019, for distinguished service to the financial and stockbroking sectors, and to the community through a range of organisations.  In 2022, he was awarded an honorary Doctorate of the Griffith University for his distinguished service to the financial industry, and for service to the wider community through a range of organisations, including leadership and support of Griffith University.

Karl is Chairman of the Brisbane Broncos Ltd, Chair of Bravehearts Foundation Fund, Patron of the Mary MacKillop Fund, Chair of the American Chamber of Commerce in Australia (AmCham) Council of Governors in Queensland and National Vice Patron of Bravehearts. He is a Master Member (and former Chair 2012-2018) of the Stockbrokers and Financial Advisers Association of Australia, former Chairman of QSuper (2013-2019) and was also a Board Member of the Australian Catholic University. He also sits on the Investment Committees of the Catholic Archdioceses of Brisbane and Sydney.

John Faros Wilson is an independent Non-executive Director of Ord Minnett Investments Limited. John’s career in financial services began in the late 1980s with J.P. Morgan Investment Management.  Most of his executive career was spent with PIMCO, in roles such as Chief Executive of their Australia business and Head of their U.S. institutional business. Most recently, John was Senior Adviser to Goldman Sachs Asset Management.

John holds numerous Non-executive roles including Director of Rugby Australia; Senior Adviser to the investment committee of LGIA Super; Director of Queensland Investment Corporation (QIC); and Chairman of the Australian Rugby Foundation.

His previous Non-executive roles include Trustee of LGIA Super; Director of Melbourne Stadiums (the owner and operator of Etihad Stadium, now Marvel Stadium); Director of the University of New England Foundation; and Chairman of NSW Aboriginal Lands Council investment committee.

Previously John was a lawyer in Melbourne and New York, and he has a BA and LLB from the University of Melbourne, a Master’s in Laws from Duke University, North Carolina, and a MA from the University of New England. He is a member of the AICD.

Ross Blair-Holt is a Non-executive Director of Ord Minnett Investments Limited and brings numerous skills to the board, including strategic and structured decision making at all levels of finance, business processes, risk management, and governance. Ord Minnett Investments Ltd owns 100% of Ord Minnett Stockbrokers, which was recently acquired by a syndicate including Bruce Mathieson.

Ross has a Bachelor of Commerce from Melbourne University, and is a Fellow CPA.

After working at General Credits Finance Company and Citibank until 1986, Ross has worked for the Bruce Mathieson Group of private companies ever since. He is currently Director and CEO of all Bruce Mathieson Group private companies. From 2004 to 2014, Ross was Chief Operating Officer of ALH Group, owner of 330 hotels across Australia and a Director. ALH is now owned 100% by Endeavour Group Ltd. Mathieson Group owns 14.6% of Endeavour, and Ross is also a Director of the Endeavour Group.

Ross is also a Director of numerous technology development companies, including GreyScan Detection Pty Ltd and Eco Detection Pty Ltd.

Karl Morris is the Chief Executive and Managing Director of Ord Minnett Ltd, with a career spanning over 36 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 was awarded an Officer of the Order of Australia (AO) on Australia Day 2019, for distinguished service to the financial and stockbroking sectors, and to the community through a range of organisations.  In 2022, he was awarded an honorary Doctorate of the Griffith University for his distinguished service to the financial industry, and for service to the wider community through a range of organisations, including leadership and support of Griffith University.

Karl is Chairman of the Brisbane Broncos Ltd, Chair of Bravehearts Foundation Fund, Patron of the Mary MacKillop Fund, Chair of the American Chamber of Commerce in Australia (AmCham) Council of Governors in Queensland and National Vice Patron of Bravehearts. He is a Master Member (and former Chair 2012-2018) of the Stockbrokers and Financial Advisers Association of Australia, former Chairman of QSuper (2013-2019) and was also a Board Member of the Australian Catholic University. He also sits on the Investment Committees of the Catholic Archdioceses of Brisbane and Sydney.

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.

Ben joined Ord Minnett in August 2009. Ben became the Chief Financial Officer in 2021 after several years in the Head of Finance and Financial Controller roles. Prior to joining Ord Minnett, Ben held senior Financial and Management Accountants roles at Lawrence Graham Law Firm in London, and PRA International.

Ben is responsible for the management of Ord Minnett’s financial position, financial risks and financial reporting. Ben also has key involvement in shaping the strategy of Ord Minnett. Ben holds a Bachelor of Business Degree from the University of Technology Sydney, is an Accredited Derivatives Adviser, and is a Member of the Institute of Chartered Accountants Australia and New Zealand.

Ross has over twenty five years' investment banking experience covering capital markets, equity sales, sales trading & trading. Ross has been instrumental in delivering and executing over 350 successful capital market transactions including pre IPO, privatisations, IPOs, follow-ons and equity-linked across all Asia Pacific markets. His previous roles include Managing Director and Head of ECM Syndicate Asia for UBS and Credit Suisse.

Steven possesses over twenty years' in investment banking and executive management experience across North America (New York), Europe (London) and Asia Pacific (Hong Kong / Sydney). During his career, Steven has worked on a broad range of listed and unlisted mergers, divestments, acquisitions, strategic reviews, restructurings and capital raisings. Previously Steven was Managing Director and Head of Asia for Healthcare, Consumer & Retail at Barclays Investment Bank. Prior to joining Ord Minnett, Steven founded the independent advisory firm Magnes Capital in 2017 and also served as Chief Strategy Officer and Acting Chief Financial Officer of Estia Health.

Trent has over 20 years plus financial services experience across accounting, corporate recovery, investment banking and asset management. Previously, Head of Corporate Finance for Ord Minnett and most recently, Managing Director of Aura Capital part of Aura Group, a boutique Asia Pacific alternative asset manager.

Simon joined Ord Minnett in October 2006 from Macquarie Bank, where he worked for over 13 years. As the Head of Private Client Research, Simon is responsible for investment strategy and portfolio management, working across our adviser network. Simon is a Chartered Financial Analyst, and holds a Master of Economics and a Bachelor of Business.

Andrew has joined Ord Minnett having previously run High Yield and Non-Rated Debt Capital Market issuance at NAB in Sydney. With over 20 years’ experience, Andrew has had a broad career covering Debt Capital Markets, High Yield, Leveraged and Acquisition Finance. Andrew has been influential in the development of the $A High Yield market, having raised over A$3.75bn for a range of ASX-listed and unlisted corporates. Prior to returning to Australia, Andrew was a Director in High Yield Capital Markets at Bank of America Merrill Lynch in New York.

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).

Siobhan is an award-winning marketer with 25 years’ experience in financial services, including five years at Perpetual Limited as Head of Marketing for Perpetual Private and General Manager Brand Strategy and Execution at Insignia Financial (formerly IOOF).

In Australia, Siobhan has also held marketing leadership positions at Shadforth Financial Group, MBF Group, ClearView Retirement Solutions and renowned advertising agency Leo Burnett. In the UK, Siobhan worked with advertising agency DMB&B, working with clients Mercury Asset Management, ING Barings and Credit Suisse.

At Ord Minnett, Siobhan’s primary responsibility is to ensure the brand resonates with clients. Her team provide clients with effective communications to demonstrate the diverse ways in which Ord Minnett can assist Australians and businesses in growing their wealth, through access to Ord Minnett’s premium advice and quality knowledge.  

As the Head of Private Wealth Frank is responsible for the advisory network, account compliance and community partnerships.

Frank has a proven track record in leading high performing teams. Prior to assuming the national role as Head of Private Wealth, he served as Ord Minnett’s State Manager leading the Victoria, South Australia, and Tasmania teams since 2020. He has over 18 years’ experience in the industry, was previously General Manager for Wilsons and has held senior roles in wealth advisory, credit, and banking sectors.

Frank is a dual Olympian and Olympic medallist in Rowing and was recognised as an Australia Day ambassador in 2009. He is also Director of The Stockbrokers and Investment Advisors Association, and not-for-profit Lymphoma Australia.

Lindsay joined Ord Minnett in November 2016 and has led the People & Culture team throughout that time. Before joining Ord Minnett, Lindsay served as a Human Resources Manager & Adviser at Sarasin & Partners, an esteemed investment management firm based in London, UK. During her six-year tenure, Lindsay gained valuable insights and expertise in managing human resources with the financial services industry.

In her current role Lindsay is responsible for the management of the full employee life cycle, collaborating closely with the Executive team to support Ord Minnett’s strategy and business needs. Lindsay holds a BSc (Hons) in Biomedical Science and a Graduate Diploma in Human Resources Management.