Laurence joined Ord Minnett in 1998, bringing with him 10 years of experience in various roles within the financial services industry.
Over the years, he has built a diverse client base, typically requiring advice on private superannuation and pension funds, as well as private foundations and ancillary funds. Laurence takes a hands-on approach with his clients, guiding them through the establishment of effective financial structures to maximise their investment potential. Once these foundations are in place, he actively engages with clients, advising on and managing their portfolios to ensure alignment with their long-term financial goals.
For those he advises, Laurence’s core areas of expertise include superannuation and self-managed super fund (SMSF) strategies, retirement planning, providing comprehensive investment services, and delivering tailored financial planning for foundations and ancillary funds. He is also a member of the Stockbrokers and Investment Advisers Association (SIAA).
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