Private Wealth Advisory Team

Sydney
Sean Allitt
Louie Ognenovski
Anthony Hattersley
Andrew Zannettides
Mitchell Bogdanov

A collective approach

With more than 50 years of combined experience in private wealth management, we specialise in delivering comprehensive financial advice to high net worth individuals, families, and business owners. Holding high level qualifications in economics, finance, risk and financial planning, we combine deep technical knowledge with a practical, client-first approach to wealth creation and preservation.

Whether advising on philanthropic giving or navigating complex intergenerational wealth transfers, our focus is always on providing tailored, forward-thinking solutions that align with each client’s unique goals, values, and long-term vision.

Sean Allitt

Senior Private Wealth Adviser
Sydney

Louie Ognenovski

CFP®
Senior Private Wealth Adviser
Sydney

Anthony Hattersley

Senior Private Wealth Adviser
Sydney

Andrew Zannettides

Private Wealth Adviser
Sydney

Mitchell Bogdanov

Private Wealth Adviser
Sydney

About the team

Leveraging a team of highly experienced professionals, we deliver trusted, strategic advice tailored to the unique personal and financial needs of sophisticated and professional investors. We clearly listen to ensure we understand each client’s specific goals and objectives while drawing on decades of collective industry experience to design customised investment solutions.

Our bespoke, wholesale advisory services are underpinned by leading institutional research and provide access to a comprehensive range of direct investment opportunities across all major asset classes and alternative investments.

Areas of Expertise

Our team brings extensive experience across private wealth management, financial planning, and investment strategy. We specialise in delivering tailored advice to high net worth individuals and families, with a focus on long-term wealth protection and investment maximisation.

Our expertise spans strategic financial planning, tax-efficient investment structures, superannuation and retirement planning, portfolio administration and tax reporting, philanthropic advice, and estate planning. We also have strong capabilities in corporate finance, capital markets, and fixed income - including access to wholesale bonds, term deposits, and initial public offering (IPO) opportunities.

Backed by institutional-grade research and a broad range of direct investment opportunities, we provide holistic, forward-thinking solutions designed to support our clients’ evolving financial goals.

Our Values

Building wealth for generations

Ord Minnett is an Australian owned wealth management and investment services firm. We offer financial advice and investment management for individuals, families, businesses and organisations, enabling them to protect and grow their wealth.

Office

Sydney
Grosvenor Place Level 18, 225 George St Sydney NSW 2000
(02) 8216 6300
sydney@ords.com.au

Map

Quality Advice for Now and the Future

At Ord Minnett, we know that every individual’s journey is different, that’s why we tailor advice and investment solutions to our clients unique needs. We do this with utmost care as it is both our duty and privilege to put our clients interests first.

Our advisers have the experience to navigate the complexities of financial markets. Investment vehicles and economic trends, so they can tailor a strategy unique to you.

Team of Qualified Experts

Ords advisers are licensed professionals who are specialist in their field

Deep Research and Knowledge

Our Research Analysts continually survey local and global investment opportunities

Clarity and Certainty

Our advisers have an ethical and legal responsibility to act in our client's best interests

Tailored Solutions

We delve deep to discover our client's needs and tailor solutions to them

Partners who listen, then act

We take time to understand our clients’ needs, then advise

Access to opportunities

We offer clients access to pre-market and wholesale investment opportunities

Start a
Conversation

Whether it’s the first time you’ve sought advice, or you're looking for a fresh perspective, our advisers will help you gain clarity, confidence and opportunity.