Ord Minnett Intermediary Services

The Ord Minnett Intermediary teams of professionals in Sydney and Melbourne offer a dedicated service tailored specifically to the stockbroking and research requirements of financial planners and advisers. Collectively, our Intermediary Services desks have over 80 years' experience in the Australian equities markets and provide full-service stockbroking services to a number of Australasia's leading financial services groups. We offer access to Ord Minnett’s comprehensive research service, portfolio proposals and reviews, as well as professional management and execution of orders.

The Team

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Francesco De Stradis

Francesco De Stradis
Senior Adviser, Wholesale Broking

Thomas Pickett-Heaps

Thomas Pickett-Heaps
Senior Adviser, Wholesale Broking

Jeremy Pree

Jeremy Pree
Co-Head Wholesale Broking

David Wylie

David Wylie
Co-Head Wholesale Broking

Our Professional Approach

We focus on developing long term relationships with planning groups seeking direct equity advice and execution to ensure they are receiving the very best direct equity services available in the Australian market. Backed by the expertise and resources of Ord Minnett, our services include professionally managed model portfolios, advice, trading, research, international securities (research and execution), portfolio reviews, corporate actions advice, IPOs and other capital raising opportunities.

 

Research

Expert investment research from Ord Minnett and JP Morgan research analysts, covering Australian equities, property trusts, fixed income, hybrid securities and international markets. Ord Minnett also has recognised expertise in researching emerging Australian companies, providing profitable opportunities to invest in companies often overlooked by international investment firms.

 

Our Research Team has regular discussions with, and presentations bysenior executives from Australia’s leading companies. Our coverage extends to over 280 ASX listed companies, complemented by model portfolios, sector reports, best ideas, market commentary and other thought pieces.

 

Fully integrated website

As a client of Ord Minnett you will have premium access to our website incorporating comprehensive research reports plus detailed client portfolio information such as portfolio holdings, transactions, account details and forecast income.

 

Portfolio review service

Our teams have the expertise and systems to review your client’s portfolios, advising on projected cash flow, recommended buys and sells, and tailoring existing equity holdings towards model portfolios under a limited advice statement of advice.

 

Model portfolios that perform

Ord Minnett offers a range of model portfolios which can be used to help build your own clients' portfolios. Along with our flagship Australian Core Equities Portfolio, Ords offers an Emerging Companies (mid-cap) Model and a Listed Interest Rate Securities Model. In addition, specialist Intermediary Services Model Portfolios are available across growth equities and real estate investment trusts. 

 

International equities

Our team has experience in dealing in overseas markets and can provide a full range of execution and administrative services to allow your clients access to international securities.

 

Access to corporate opportunities and IPOs

Through Ord Minnett and our association with JP Morgan you and your clients will have access to a wide range of corporate and other capital-raising opportunities, including IPOs and other corporate actions.

 

Simplified administration

New accounts can be established quickly using our one page Intermediary Account Opening Form. We offer full integration with your back office reporting systems with data feeds available for Xplan and Class Super.

 

Streamlined execution and settlement

Whether trading via the telephone or online using IRESS, we can support your execution requirements. If you are using a wrap or other platform for administration our systems allow us to settle with most major wraps and platforms.

 

We welcome the opportunity to partner with you to develop a tailored wholesale broking management solution.

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