Ord Minnett Buderim

Ord Minnett Buderim

Ord Minnett Buderim

Ord Minnett is one of the Sunshine Coast’s best known financial advisors. Offering financial planning, superannuation advice, wealth accumulation strategies and other retirement preparations. Ord Minnett is conveniently located in the heart of Buderim, on Burnett Street. Parking is available on the main street, or at the community parking zone near Woolworths Buderim.

The team at Ord Minnett Buderim

Mark Davidson

Mark Davidson – Branch Manager & Senior Financial Adviser

Mark joined Ord Minnett Sunshine Coast in 2000 having worked previously with Barings, Macquarie Bank, Deutsche Bank and Merrill Lynch. He has established a successful advisory business providing direct investment advice and funds management services to a select group of private individuals and families, their companies, trusts and superannuation funds.

Stephen Marshall

Stephen Marshall – Senior Client Adviser

Stephen joined the Ord Minnett group in 1994 having previously worked with Clinton & Co, Stockbrokers in Sydney. So began his lifelong interest in equities. Stephen specializes in portfolio construction, including trusts, retirement and estate planning, aged pension and other Centrelink benefits and superannuation funds.

Anthony Ward

Anthony Ward – Senior Client Adviser

Anthony joined the Ords team in 2003 after moving the family from Sydney. Anthony provides advice in a range of areas including Australian and International Equities, Fixed Interest, Managed and Exchange Traded Funds, Exchange Traded Options and Warrants, Cash Management Services, Margin Lending, IPO’s and other capital raisings.

Chris Harris

Chris Harris – Senior Financial Planner & Investment Adviser

Chris started his career in Ords head office in Sydney in 2002, moving
to the beautiful Sunshine Coast in 2004. With extensive experience in taxation and accounting, Chris specialises in advising on Australian and International shares, Self Managed Super Funds, Retirement planning and wealth creation and protection.

Justin Scattini

Justin Scattini – Senior Adviser

Since joining Ord Minnett in 2005 Justin has established a successful advisory business providing direct investment advice and funds management services to a select group of individuals, families, companies, trusts, superannuation funds and personal injury trusts.
His expert advice equities, warrants, leveraged investments and IPO’s.

Darryl Watt

Darryl Watt – Financial Adviser

Joining Ords Buderim in 2006, with a sound business background and over 12 years experience working with Centrelink, Darryl specialises
in Superannuation, Retirement planning, the Age Pension and other Centrelink benefits, wealth creation strategies and portfolio management.

Darryl Watt

Tory Derwin – Financial Adviser

Troy started with Ord Minnett Sunshine Coast in 2013 after a successful institutional stockbroking career based in Sydney. He has worked with many of the world’s leading financial institutions including Deutsche Bank and Credit Suisse, and has advised many of the country’s leading fund managers in areas such as stock selection and portfolio construction. He brings the same discipline and rigour to his growing retail client base on the Sunshine Coast.

Phone (07) 5430 4444
Website Link www.ordsbuderim.com.au


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  • August 26, 2014 12:56 pm