Buderim and Sunshine Coast Stockbrokers & Financial Planners

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.

Expertise:

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
Managing Partner & Senior Financial Adviser

Mark Davidson

Managing Partner & Senior Financial Adviser

Since joining Ord Minnett in 2000, Mark has established a successful advisory business providing direct investment advice and funds management services to a select group of private individuals and families, their companies, trusts, and superannuation funds.

Mark joined the industry in 1986 with Rothschild and has worked for some of the premier names in the Australian wealth management industry, including Potter Partners, Barings, Macquarie Bank, and Deutsche Bank. Prior to joining Ord Minnett, Mark was based in Melbourne with Merrill Lynch.

Mark holds a Bachelor of Business from the University of Central Queensland, and has completed a Diploma in Finance from the Securities Institute of Australia. He is a Certified Practicing Accountant (Fellow), and is an ASX Accredited Derivatives Adviser Level 1 and 2.

Troy Davey
Financial Adviser

Troy Davey

Financial Adviser

Troy Davey is a Financial Planner and Investment Adviser with Ord Minnett Sunshine Coast.

Troy commenced his professional career with the Ord Minnett Brisbane team in 2006 and moved to the Sunshine Coast office in 2009.

Troy holds a Bachelor of Business (Banking & Finance and Funds Management) and a Master of Business (Professional Accounting – Taxation). Troy has also completed a Graduate Diploma of Financial Planning and is an ASX Accredited Derivatives Adviser Level 1.

Troy Derwin
Partner & Senior Adviser

Troy Derwin

Partner & Senior Adviser

Troy Derwin is a Senior Adviser with Ord Minnett Sunshine Coast, having first started in the financial markets in 1996. Troy joined with Ords in 2013 after a 17 year career in the financial markets in Sydney.

He commenced his career in funds management as a research analyst before moving into a portfolio manager role. After six years in funds management, he moved into stockbroking, running the Deutsche Bank Real Estate Investment Trust (REIT) research team.

Following this, he held senior general equities roles with Deutsche Bank, Credit Suisse and most recently Moelis & Company. He has advised many of Australia’s largest fund managers in terms of portfolio construction and stock selection.

Troy holds a Bachelor of Commerce (University of Sydney), Masters of Applied Finance (Macquarie University), Graduate Diploma of Financial Planning, and the globally recognised CFA designation. He is an ASX Accredited Derivatives Adviser Level 1.

Chris Harris
Partner & Senior Financial Adviser

Chris Harris

Partner & Senior Financial Adviser

Chris Harris is a Senior Financial Planner and Investment Adviser with Ord Minnett Sunshine Coast. Chris started in Ords Head Office in Sydney in 2002 and moved to the Coast in 2004. Prior to working with Ord Minnett, Chris worked in taxation at KPMG Sydney and with an accounting firm in North Sydney.

Chris holds a Bachelor of Financial Administration (Accountancy) and a Masters of Commerce (Taxation). He is also a Certified Practicing Accountant, SMSF Specialist Advisor with the Self-Managed Super Fund Association, and a Graduate Member of the Australian Institute of Company Directors.

Justin Scattini
Partner & Senior Adviser

Justin Scattini

Partner & Senior Adviser

Justin has over 15 years of experience working in investment advisory financial services. Since joining Ord Minnett in 2005 Justin has established a successful wealth management practice providing direct investment advice and funds management services to a select group of private individuals and families, their companies, trusts, superannuation funds and personal injury trusts.

Justin and his family moved to the Sunshine Coast in 2011 and merged his business with the successful team centred in Buderim. In 2012 Ord Minnett Sunshine Coast corporatized and Justin is one of four partners in the business. He still maintains an office on Eagle St to service his Brisbane based clients.

Prior to joining Ord Minnett Justin worked with independent research and funds management firm Lincoln Indicators where he was responsible for distribution and product training.

Justin is a Certified Financial Planner® or CFP® and is a member of the Financial Planning Association of Australia. He holds a Master of Applied Finance, a Graduate Diploma of Financial Planning, a Diploma of Financial Markets, and is an ASX Accredited Derivatives Adviser Level 2.

Anthony Ward
Partner & Senior Client Adviser

Anthony Ward

Partner & Senior Client Adviser

Anthony has worked in the financial services industry since 1989. During this time he gained valuable investment knowledge working for blue-chip financial organisations in both Sydney and London. This experience laid a strong foundation for his current senior role at Ord Minnett, Sunshine Coast.

Anthony joined the Ords team in 2003 after moving the family from the big smoke of Sydney. He has since established a successful business in servicing the investment needs of high net worth individuals on the Sunshine Coast

Anthony holds a Bachelor of Business, Professional Diploma in Stock Broking, is an ASX Accredited Derivatives Adviser Level 1, plus has numerous post graduate subjects completed from both the Securities Institute of Australia & Financial Planner’s Association.

Philanthropy

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.