Jon is a Senior Investment Adviser with more than 20 years’ experience in wealth management, strategic planning, asset allocation and portfolio management. He joined Ord Minnett in 2006 and previously served as State Manager for NSW and Hong Kong, overseeing more than 100 advisers and supporting their client needs.
Nick is a Senior Private Wealth Adviser who joined Ord Minnett in 2015 after holding advisory and strategic leadership roles with NAB. Since entering the industry in 2011, he has worked closely with high-net-worth family groups, institutions and charities. Drawing on expertise in strategy, asset allocation, ESG investing and portfolio construction, Nick develops tailored investment programs designed to manage downside risk, preserve capital, maintain cashflow and support long-term growth.
Caleb became a Private Wealth Adviser in 2025, with expertise across strategic financial advice, investment management and personal risk protection. Since joining Ord Minnett in 2022, he has developed broad experience across investments, financial planning and insurance, enabling him to deliver integrated advice solutions.
Our team combines expert financial planning with strategic investment advice to help clients achieve their goals. With extensive experience, we assist in cashflow management, superannuation, aged care and retirement planning, asset protection, and wealth accumulation strategies.
Once a plan is in place, we ensure tailored investment solutions that align with income and growth needs, personal risk comfort levels, and evolving market opportunities. By staying proactive and informed, we empower clients to navigate financial complexities with confidence and peace of mind.
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