Building Wealth for Generations

Ord Minnett is a leading national private wealth management group that provides advice and tailored investment solutions. With 10 offices across Australia, Ords has $33 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.

 

With a corporate history dating back to 1872, Ord Minnett has evolved from the amalgamation of a number of leading Australian financial services firms to create a powerful organisation dedicated to partnering with our clients to help them meet their investment goals.

 

Ord Minnett has a well earned a reputation for consistently delivering excellent value – in terms of the quality of our research and advice, our service, and above all, the investment performance we deliver for our clients.

Proudly Servicing Gippsland

While based in the Ord Minnett Melbourne office, family ties mean that Kathy Stannard, Senior Private Client Adviser, travels to West Gippsland on a regular basis and is happy to meet clients there and assist them to achieve their financial goals.

 

Kathy’s expertise is broad and includes retirement and succession planning within families. Effective management of her clients’ superannuation portfolios is paramount, with a core focus on asset allocation and portfolio construction. Kathy’s personal commitment to provide a high level of customer service ensures she regularly reviews Ord Minnett’s active analysis of market trends and the impact these may have on her clients portfolios. 

 

Kathy also has a good understanding of lending and banking products gained whilst working at NAB and ANZ. 

 

Private wealth services that Kathy specialises in include:

 

  • Financial planning
  • Superannuation and retirement planning
  • Transfer of wealth to the next generation
  • Stockbroking and IPOs
  • Insurance

Kathy Stannard - Senior Private Wealth Adviser

Kathy’s clients benefit from her extensive financial experience gained working with leading banks and investment companies such as Macquarie and ANZ, both in Melbourne and overseas. Drawing on close to 20 years’ experience in financial services, Kathy works with her clients to tailor an investment strategy across a variety of different asset classes and investment vehicles.

 

Kathy is a graduate of the University of Melbourne, majoring in Economics. She holds Graduate Diplomas in both Financial Planning and in Applied Finance and Investment. Kathy has been a Certified Financial Planner since 2002.

 

Contact Kathy for an obligation free discussion to discover the value of her advice.

 

T 0418 412 506

E kstannard@ords.com.au 

Complimentary Financial Health Check

Please complete the form and Kathy will be in touch to arrange an appointment.