Thomas Pickett-Heaps

MCom
Senior Investment Adviser

Background

Thomas brings more than 26 years of extensive experience advising a diverse range of clients, including investment committees, financial advisers, fund managers, corporates, family offices, superannuation funds, charities, and high net worth investors.

His expertise spans equity research, asset consulting, portfolio management, and investment execution. Thomas has been with Ord Minnett for the past 22 years, contributing across product management, corporate stockbroking, research, wholesale stockbroking, retail stockbroking, and portfolio management. Prior to Ord Minnett, he held roles in corporate finance at ASIC, audit at Deloitte, banking & insurance at APRA, and taxation at KPMG.

Thomas has navigated numerous market events, including the Asian Financial Crisis, the dot-com bubble, the commodities boom, the Global Financial Crisis (GFC), the European sovereign debt crisis and the Covid-19 pandemic. He currently serves as the Portfolio Manager for the Ord Minnett Australian Equities Growth Fund, a role he has held since its inception in 2021. In addition, Thomas manages bespoke client portfolios across various asset classes.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Master of Commerce (Advanced Finance), UNSW
  • Bachelor of Commerce (Finance & Economics), University of Wollongong

Certifications

  • Accredited Derivatives Adviser Level 1 & 2

Areas of Advice

  • Asset allocation
  • Derivatives
  • Financial advice
  • Investment strategies
  • Superannuation & SMSF

Office

Sydney
Grosvenor Place Level 18, 225 George St Sydney NSW 2000
(02) 8216 6300
sydney@ords.com.au

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