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Level 27, 108 St Georges Terrace
1800 517 411
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’s team of advisers in Perth has a broad range of investment skills and qualifications, with over 45 years of combined experience in the finance industry.
Ord Minnett has an extensive national network of specialists and the branch in Perth means clients can access quality advice at a local level.
Craig Ellis Senior Investment Adviser
Craig is a Senior Investment Adviser with Ord Minnett, having joined to set up the new Western Australian office in Perth bringing 17 years experience in the finance industry. Craig has substantial investment experience across equities (domestic and international), fixed interest and FX, and he specialises in asset allocation.
Craig focuses his attention on high net worth families, not for profits and school foundations. He uses his expertise to assist Intermediaries across the aforementioned asset classes. His preferred charities are Multiple Sclerosis WA, The Smith Family, and Craig supports various local community involvements.
Faye Longmuir Senior Wealth Adviser
Faye has over 28 years of financial and investment experience, gained through working for some of the world’s leading investment banks and financial institutions, including Macquarie Bank. She assists her clients in managing their wealth against the backdrop of a complex legislative environment and dynamic financial markets.
Faye keeps her knowledge current and relevant through continued professional development, specialising in retirement planning, self-managed superannuation, complex asset structures, superannuation, direct share, aged care advice, managed funds and other listed securities.
One constant in financial markets is change and Faye has advised her clients through some of the most challenging market conditions of our time. Her clients entrust her with managing their wealth and Faye sees this is a privilege that she takes seriously. She offers an uncompromising level of service where commitment and performance go hand in hand. Faye’s clients are interested in building financially rewarding long term relationships.
Faye holds a Bachelor of Business degree from Edith Cowan University, Western Australia, where she was naturally drawn to the finance and economic units. The completion of this degree launched her into the world of finance where she added further qualifications of a Diploma of Financial Planning, and specialist certificate courses of self-managed superannuation, margin lending and aged care.
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Level 27108 St Georges Terrace, Perth, WA 6000
9:00 - 16:00 (AWST)
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