Welcome to Ord Minnett Buderim

About Ord Minnett Sunshine Coast

Ord Minnett Sunshine Coast was established in 1992. Originally focusing on stockbroking, over the years we have evolved to become a complete wealth management advisory firm. 


For investors who value sophisticated advice, we offer priority adviser access, strategic planning and active investment recommendations.


This allows clients to quickly move in line with national and international market and legislative trends.

Our Services

For investors who value sophisticated advice, we offer priority adviser access, strategic planning and active investment recommendations. This allows clients to quickly move in line with national and international market and legislative trends.


Our full advice service analyses your needs and aims, then sets out a plan to achieve those aims, as well as quickly and accurately executing your stock trades.


Stockbroking & Wealth Management

Our advisers understand the risk / reward relationships inherent in investing and are able to assist in establishing and maintaining a diverse and balanced investment portfolio.


Our advisers provide value-added service by staying informed about each client’s investments, and applying their expertise and knowledge to best utilise our top rated research.




  • Portfolio construction and management
  • Share trading ideas and strategies
  • Relative value arbitrage
  • Fixed income investing
  • IPOs

Financial Planning & Strategy

We are a full service advisory group, which means we offer much more than just buying and selling shares.


We consult with you, and believe that it is essential that we understand your current position and objectives. We must understand your risk profile, as it is important we design a portfolio that should meet your objectives, while not taking on unnecessary risk.


Our financial planners specialise in the following areas:


  • Superannuation & SMSF
  • Retirement and Pre-Retirement Strategies
  • Tax Minimisation
  • Strategic Modelling
  • Estate Planning
  • Redundancy Advice
  • Centrelink Planning
  • Overseas Super Transfers
  • Insurance 

Investment Philosophy

Our investment philosophy is based on research, quality investments, and cash flow.

We invest in companies that are well researched, using information provided by our international partner JPMorgan as well as Ord Minnett’s own team of experienced research professionals.


  • Decisions to invest are made only after we are satisfied that the asset has a sound balance sheet, prospects of growth in profitability, and good cash flow. We attempt to invest in companies that are trading well under a price that we consider ‘fair value’.
  •  We focus on cash flow and liquidity. We try to ensure that there is sufficient initial cash, plus income generated by your portfolio, to ensure you are never forced to sell assets at a time which may not be appropriate.

Ord Minnett Sunshine Coast recommendations are not influenced by product providers and our preference is to invest directly rather than through managed funds.

Our extensive experience in researching and managing financial assets enables us to provide advice without conflict or compromise.

The result is one of complete transparency of client holdings and a portfolio strategy specifically designed to meet the needs of our valued clients.

Meet The Team

The Sunshine Coast Branch of Ord Minnett is a team based advice group providing tailored investment strategies to the personal needs of individual clients and their families. 

Whilst each client has a regular relationship adviser, the benefits of a Team approach lie in the depth of speciality available across numerous advisers, diversified knowledge base, and continuity of advice designed for you.

In addition, the Sunshine Coast Team has at its disposal the entire Ord Minnett research division and investment committee, as well as further research and Australian capital raisings in the form of IPOs, placements and other corporate originations from JP Morgan. We utilise a team approach to provide you with a range of specialists to assist you with your financial needs.

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Mark Davidson

Mark Davidson
Managing Partner & Senior Financial Adviser

Troy Davey

Troy Davey
Financial Adviser

Troy Derwin

Troy Derwin
Partner & Senior Adviser

Chris Harris

Chris Harris
Partner & Senior Financial Adviser

Justin Scattini

Justin Scattini
Partner & Senior Adviser

Anthony Ward

Anthony Ward
Partner & Senior Client Adviser


We take the business of creating, growing and preserving your wealth seriously. We also recognise that there are many people in the world who are not so fortunate. Due to a multitude of factors beyond their control such as country or even family of birth, medical issues or poverty, there are those who need our help.


When you become a client of Ord Minnett Sunshine Coast, we make a donation on your behalf to a worthy charity. The amount of the donation will be 10% of our net estimated first year fee.


Please note this is not an additional cost to you, but a contribution by Ords at our expense. We believe it is important to contribute to society, especially local causes.


By supporting local charities we are investing in the future of a vibrant, sustainable community we all wish to continue enjoying. Of course if you would prefer to direct us to another charity of your choice, we are happy to do so.

Clubs and Associations

Ord Minnett Sunshine Coast is proud to be connected to the following Sunshine Coast Clubs and Associations: 




Visit Us


Burnett House
99 Burnett Street
PO Box 643
Buderim QLD 4556


(07) 5430 4444


(07) 5430 4400

Contact Hours

08:30 - 16:30