Private Wealth Advisory Team

Kevin and Tony bring together experience across financial planning, banking, insurance, wealth management and investment markets. The team works with high net worth individuals, families, business owners and not-for-profit organisations who value considered advice and an ongoing relationship. Their approach is built on careful listening, practical problem solving and a clear understanding that significant wealth often involves more than investment selection alone. Where appropriate, the team works alongside accountants, solicitors, mortgage brokers and other trusted advisers to help ensure advice is properly coordinated and aligned with each client’s broader circumstances.

The team provides advice across wealth creation, portfolio management, superannuation, retirement planning, asset allocation, direct investments, cashflow planning, estate planning considerations and intergenerational wealth transfer. Their work is supported by Ord Minnett’s broader research and investment capability, while remaining grounded in each client’s specific needs and objectives. A key focus is helping clients bring structure to more complex financial situations, whether that involves managing surplus capital, generating income from portfolios, preparing for retirement, supporting family members or planning for the next generation. The aim is to provide clear, well-considered advice that helps clients protect and grow wealth over time.