Private Wealth Advisory Team

Melbourne

James Legoe

Chris Gubbins

A collective approach

Partnering with James and Chris provides clients with a highly responsive and personalised service, underpinned by a broad spectrum of expertise to meet diverse financial needs.

Their deep understanding of financial markets, investment vehicles, and economic trends enables them to craft bespoke strategies aligned with each client’s unique goals. Committed to delivering exceptional outcomes, they offer strategic guidance designed to navigate complexity and maximise opportunity, ensuring expert, forward-thinking financial advice at every stage.

Together, the team supports clients in protecting and growing their wealth.

James Legoe

CFA®

Senior Private Wealth Adviser

Melbourne

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Chris Gubbins

Private Wealth Adviser

Melbourne

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About the team

With nearly 30 years of combined experience in the financial industry, James and Chris work with high net worth individuals and family offices across Australia. The team successfully manages the complexities of significant wealth for its clients, and has consistently achieved the highest client satisfaction scores over many years, showcasing their ability to deliver results and fulfill promises. Their in-depth knowledge, combined with their high-touch service, ensures that those who seek their guidance receive the highest level of service and support.

Areas of Expertise

James and Chris offer expert financial guidance, supported by Ord Minnett’s investment and research teams. They specialise in investment strategy, portfolio construction, government policy, and intergenerational wealth transfer, ensuring clients receive tailored, well-informed advice.

The team’s priority is to protect and grow capital while pursuing optimal outcomes.

Our Values

Office

Melbourne

Level 22/35 Collins St Melbourne VIC 3000

(03) 9608 4111

melbourne@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

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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.

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Private Wealth Advisory Team