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Level 5, 100 Pirie Street
(08) 8203 2500
Ord Minnett is a leading private wealth management group that provides advice and tailored investment solutions. Ords has more than $35 Billion in Funds Under Advice, managed by a team of experienced investment professionals focused on providing our clients with insights and guidance to build their assets.
Ord Minnett Adelaide has a proud South Australian heritage with business origins dating back 1909, when the renowned firm Thompson Thiem was established. The firm continued to grow and merge with other businesses to finally evolve into the Adelaide branch of Ord Minnett, one of Australia’s leading financial advisory and stockbroking firms.
Ord Minnett’s team of advisers in Adelaide has a broad range of investment skills and qualifications, with well over 100 years of combined investment experience covering all market conditions.
Our clients benefit from the knowledge of a professional team, with the majority of Ords advisers qualified across a range of University degrees and advanced qualifications in areas such as economics, accounting, applied finance and financial planning.
Ord Minnett has an extensive national network of specialists and the branch in Adelaide means clients can access quality advice at a local level.
We pride ourselves on providing clients with a sense of investment certainty, our reputation and longevity in the marketplace have served our valued clients well over generations.
We offer an extensive range of investment services.
In our full advice service we analyse your investment objectives, financial circumstances and risk profile.
We then establish a financial plan with an extensive ongoing review process. Our advice includes:
The Adelaide team has a strong and diverse base of experience and knowledge that can provide clients with the answers to:
Ryan Bamford Private Client Adviser
Ryan has more than a decade of experience in stockbroking and financial advisory. Over the years he has gained broad experience in private investor asset allocation and portfolio management, demonstrating his ability to excel in advising a wide variety of clients in varying market conditions.
Ryan holds a Bachelor of Applied Finance Degree from the University of South Australia and a Diploma of Stockbroking encompassing ASX Accredited Derivatives Advisor Level 1, Superannuation Accreditation and Regulatory Guide (RG) 146 qualification.
Ryan is keen contributor to the community through a range of charitable organisations including board positions with the St Vincent De Paul Society Business Advisory Panel and currently with The Pulteney Grammar School Foundation Trustee Board.
Grantley Fraser Private Client Adviser
Grantley joined the Ord Minnett team in 2014 from another boutique Adelaide firm and has over 18 years of experience in the investment advice and financial services industry. He advises sophisticated, professional, retail and superfund investors across a wide range of equity, corporate, derivative, fixed interest and managed fund products.
Grantley holds a Bachelor of Accountancy from the University of South Australia and worked as a financial accountant for 5 years before beginning in the financial advice industry. Grantley is also an ASX Accredited Derivatives Adviser Level 1 & 2.
Brenton Howard Executive Wealth Manager
Brenton is an Executive Wealth Manager with Ord Minnett Adelaide. Brenton moved to Ords Adelaide in 2016 after a career of over 30 years in the finance industry.
After 4 years with Executor Trustee, Brenton joined Day Cutten and was made a Partner before the business was taken over by Macquarie in 1999. Brenton was an Associate Director at Macquarie and was advising clients during this time in the areas of financial planning, strategic advice, stockbroking, derivatives and money market, and now brings this expertise to Ord Minnett. Brenton specialises in self-managed super funds.
Brenton is a designated Certified Financial Planner with The Financial Planning Association of Australia, a Fellow of Finsia and a Level 1 & 2 ASX Accredited Derivatives Adviser.
Nick Kidman Private Client Adviser
Since joining Ord Minnett in 2005, Nick has established a successful advisory business providing direct investment advice and funds management services to private individuals, superannuation funds and foundations.
Nick focuses on clients with long-term investment horizons. Therefore, Nick seeks to build investment portfolios made up of direct investments in businesses which also have a long-term approach, as well as good returns on capital, honest and talented managers with ownership mentality, reinvestment opportunities, and good capital allocation.
These businesses include both Australian listed securities and overseas listed securities.
Tom Kidman Private Client Adviser
Tom Kidman is a Wealth Manager with Ord Minnett Adelaide. Tom began his career in the finance industry in 1997 and began with Ords in 1999.
Tom holds a Bachelor of Commerce (The University of Adelaide) and a Graduate Diploma in Finance & Investment from the Securities Institute of Australia.
Paul Kirchner Senior Private Client Adviser
Paul has been involved in the finance and stockbroking industry for over 35 years.
Paul spent 7 years working at Bank SA before joining local stockbroking and financial planning firm SVB Day Porter in 1988. He became a partner in 1994 and with the other shareholders sold the business to Macquarie Bank in 1999. At Macquarie, Paul became a Divisional Director and assisted in the integration of the two firms and management of the Adelaide office.
Paul joined Ord Minnett in August 2016 as a Senior Private Client Adviser, and provides advisory and portfolio management services to individuals, families, charities and other not for profit organisations.
Alison Perrott Director, Investments & Portfolio Strategy
Alison is a financial markets expert, senior fixed income specialist and highly qualified portfolio adviser who joined Ord Minnett in 2007. Alison is primarily responsible for asset allocation and investment advice to religious organisations as well as the not-for-profit and aged care sectors, with over $1 billion under advice. Alison also consults to a variety of wholesale clients including aged care service providers, superannuation funds, health insurers, family trusts and endowments.
Prior to Ord Minnett, Alison was a founding Director of Grange Securities Limited, a specialist fixed interest advisory firm where her role encompassed leading the business development strategy and asset allocation. Alison has worked in the financial markets for over 27 years also holding senior positions at Westpac and Fay, Richwhite Merchant Bank.
Alison holds a Bachelor of Business and a Diploma of Financial Planning. She is also a Certified Financial Planner, Master Stockbroker (MSAFA) and a Graduate of the Australian Institute of Company Directors.
Nataliya Sard Adviser Investment and Portfolio Strategy
Nataliya specialises in wealth management incorporating strategic planning, stockbroking and funds management and has more than 9 years' experience in financial advisory. Nataliya has recently joined Ord Minnett, coming from a senior strategic adviser position at Macquarie Wealth. Nataliya's areas of expertise include: investment & portfolio management, asset allocation, technical analysis and superannuation.
Nataliya is a Certified Financial Planner, holds Masters of Applied Finance Degree and a SMSF Specialist Advisor.
Passionate about giving back both to the community and her profession, she is a board member of the Helpmann Academy and a marker and committee member for the FPA’s Certified Financial Planner program in the subject of Ethics.
Cameron Spears Financial Planner
Cameron has over 17 years of experience working in investment advisory financial services. Since joining Ord Minnett Adelaide in 2005, Cameron has built a successful wealth management business providing personalised financial planning and direct investment advice to a select group of private individuals and families.
Cameron holds a Bachelor of Business (International Business and Banking & Finance), Diploma of Financial Services (Financial Planning) and a Graduate Diploma of Applied Finance.
Richard Staunton Executive Wealth Manager
Richard is an Executive Wealth Manager with Ord Minnett Adelaide, with over 15 years’ industry experience advising clients in the areas of financial planning, strategic advice, SMSFs and stockbroking.
Richard is a Certified Financial Planner and specialises in advising clients who are about to retire, or already retired, on how to ensure they have the retirement lifestyle they desire.
Andrej Wojciechowski Senior Private Client Adviser
Andrej is a Senior Client Adviser with Ord Minnett Adelaide office, having started his career in the financial services industry in 1985.
He commenced his career at AC Goode and Co, followed by 11 years with Todd Partners and 15 years with Macquarie Private Wealth. He has accumulated 32 years of experience in financial markets.
Andrej joined Ords in August 2016 as a Senior Private Client Adviser and provides direct investment advice and portfolio management services to self-managed super funds, individuals and not for profit organisations.
He is an ASX Accredited Derivatives Adviser Level 2.
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Level 5100 Pirie StreetAdelaide SA 5000
(08) 8203 2525
09:00 - 17:00
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