Welcome to Ord Minnett Newcastle

Nick Wright

Senior Client Adviser

Nick is an Australian shares expert and a trusted and loyal adviser to his clients. He studies the stock market daily and provides trusted advice on the investments that are right for you.

With over 2,500 companies listed on the Australian Stock Exchange, Nick’s extensive knowledge and understanding of the market will help you to make the best investment decisions for your financial goals. Nick’s professional advice will help you to protect your nest egg and provide your income needs throughout your retirement.

Nick is an experienced client adviser, who places integrity above all else. He is a trusted and loyal adviser who will help you to secure your financial future and live your retirement dreams. 

Nick grew up on a cattle farm in central west NSW and enjoyed his idyllic upbringing. It’s still in the family and he loves to visit when he gets the chance.

Nick holds a Professional Diploma of Stockbroking and is Superannuation Accredited.

Lara Kable

Senior Private Client Adviser

Lara builds client relationships based on trust, transparency and a determination to succeed. Her expert advice will help you to plan successfully for your retirement. She will develop strategies designed to build and protect your wealth, and secure your financial future.

Lara’s specialisation is in helping people with self-managed super funds (SMSF) to achieve the best outcomes for their fund from a financial perspective.

Lara has worked in the financial services industry since 1996 and is passionate about helping clients to understand how they can take control of their retirement planning and pension phase.

Lara is a secret thrill seeker who used to fly planes! It’s a hobby she hopes to return to when her children are a little older.

Lara has multiple qualifications and memberships including:

• Diploma of Financial Services (Financial Planning)
• Advanced Diploma in Financial Services (Financial Planning)
• Masters of Financial Planning
• SMSF Specialist Advisor with the SMSF Association

Mark Smith

Senior Private Client Adviser

Mark is a trusted advisor and supportive mentor who can help you gain control of your financial future. He is a deep fact finder, skilled at seeking solutions to complex problems and focused on building trusted relationships with his clients. He provides his clients with the peace of mind that comes with having expert investment advice, whilst retaining complete control over their own portfolio strategy.

With a career spanning four decades, Mark has a profound knowledge of investing and financial planning. Mark’s expertise in self-managed superannuation funds and estate planning will help you to achieve better outcomes for your retirement and your financial legacy.

Mark is a success builder who cares deeply about his clients. When he first entered the finance industry, he learnt that the true meaning of professionalism is to ‘always put the client’s interests first’. Mark has kept this as his core value throughout his career.  

Mark was a keen motor bike racer, who competed in the sport for many years. After a few too many spectacular falls, he gave it away to take up somewhat tamer pastimes and is currently learning to play the ukulele.  

Mark's qualifications and memberships include:

• Bachelor of Commerce
• Qualified Chartered Accountant
• Member of the Institute of Chartered Accountant Australia and New Zealand.
• Advanced Diploma in Financial Services (Financial Planning)
• CA Financial Planning Specialist

Nicholas Paunovic

Senior Private Client Adviser

Nicholas is an adviser skilled in direct investments – a career that was sparked when he bought his first stocks as a teenager, and later sold them to buy his first car.  This early experience of investment success is what led Nicholas to become a professional wealth adviser. He has a deep understanding of the stock market and a wealth of knowledge across all facets of stock broking.

Nicholas understands that each generation will have a different understanding of how to manage, grow and protect assets. He specialises in assisting his clients to achieve long term wealth and will work with you and your family to provide a financial road map designed to secure your legacy for generations to come.

Nicholas is a keen body boarder who twice represented NSW at the national bodyboarding titles.

Nicholas's qualifications and memberships include:

• Bachelor of Finance (Major in Business Finance)
• Professional Diploma of Securities and Derivative
• Certificate of Superannuation
• Accredited in Derivatives Level 1 & 2
• Accredited in Margin Lending

Tina Latham

Private Wealth Account Manager

Tina is a key member of the Ord Minnett Newcastle team and is here to help our advisers manage your portfolio efficiently and effectively and ensure we have all the details necessary to serve your needs.

Tina has 15 years of extensive experience in stockbroking administration and with her friendly vibrant personality she has a knack for building productive and nurturing relationships with her clients.

Susan Green

Office Manager

Susan is an excellent communicator and a reliable, patient and ultra-organised person who will bring her meticulous attention to detail to all the work she does for you.

With over 20 years of experience providing administrative support in the financial planning sector, Susan has extensive knowledge and skills that will help you on your wealth management journey.