Private Wealth Advisory Team

The team combines decades of experience across financial markets, investment management and strategic financial advice. Working closely with individuals, families, self-managed super funds, charitable organisations and not-for-profit entities, they provide tailored investment and wealth management solutions designed to support clients at every stage of their financial journey. Accessibility and trust are the foundations of their approach, and the ‘team’ structure allows for a high-touch service, whilst also ensuring that those who seek guidance receive the highest level of service and support. Brenton and Stuart’s team is complemented by Sebastian Gough, a Provisional Financial Adviser and key part of the team’s day to day client services.

Our team brings extensive experience across private wealth management, financial planning and investment strategy.

Supported by Ord Minnett’s research and investment capabilities, we provide advice across portfolio construction, strategic asset allocation, superannuation and retirement planning, estate planning, intergenerational wealth transfer and tax-effective wealth structures. We also assist clients with portfolio administration, tax reporting and philanthropic investment strategies.

Beyond traditional wealth management, the team offers expertise in fixed income and capital markets, including term deposits, and extensive wholesale bond offerings and initial public offering (IPO) opportunities for wholesale clients. Combined with access to institutional-grade research and a broad range of direct investment opportunities, we deliver practical, long-term solutions designed to protect, manage and grow wealth across generations.