ORD Minnett

Ord Minnett is one of Australia’s leading financial advisory firms, catering to Private Clients, Corporate and Institutions. We are renowned as the direct investment specialists.

On the Australian financial landscape, Ord Minnett is a national icon. Our track record dates back to 1872 and, as a result, Ord Minnett is one of the most highly respected names in the industry.

We have operations in Sydney, Melbourne, Brisbane, Canberra, Adelaide, the Gold Coast, Buderim, Caloundra, Coffs Harbour, Mackay, Newcastle, Tamworth and Wollongong.

Our team includes over 180 Private Client Advisers who are ably supported by our Operations, Research, Asset Management, Corporate Finance, Compliance, I.T. and Administration teams.

The Ord Minnett Private Client team is large enough to bring to our clients a complete range of wealth advisory services, yet it is of a size that fosters close teamwork, shared capabilities and investment insights.

Ord Minnett is 70% owned by IOOF Holdings Limited, a leading Australian fully integrated financial services company and 30% owned by JPMorgan, a global financial services firm with operations in more than 50 countries.

Ord Minnett Limited holds an Australian Financial Services Licence pursuant to the Corporations Act, 2001. AFS licence 237 121.

Ord Minnett is a Market Participant of the Australian Stock Exchange, a Member of the Stockbrokers Association and Ord Minnett Financial Planning is a member of the Financial Planning Association of Australia.

As one of Australia’s leading direct investment advisory firms, we are committed to delivering exceptional value to our clients and their families.

We strive at all times to provide the very highest standards in investment performance, risk management and client service. Our pedigree and position within the Australian financial services landscape means that nothing less will suffice.

HISTORY:

Ord Minnett has a long and proud position within the history of the Australian financial services industry and dates back to 1872 via our founding stock broking firm of T.J. Thompson & Sons which was established in the second year of the Sydney Stock Exchange.

The Ord Minnett name however is derived from a partnership formed in 1949 by two friends, Charles Ord and Jack Minnett. Although separated in age by 18 years, Charles and Jack had become close friends while serving in the Australian Infantry Forces during World War Two. After the War, when Jack Minnett worked at A.W. Harvey & Lowe, Charles Ord was one of his clients. Ord Minnett, or “Ords” as we have become popularly known, came into being when Charles invited Jack to join him in a new stock broking partnership.

The next three decades saw the business grow under the strategic vision of Charles Ord and the entrepreneurial flair of Jack Minnett. Significant mergers took place and in particular, the 1960 merger with A.W. Harvey Lowe & Co. and the 1964 merger of T.J. Thompson & Sons. Also significant was the firm’s move into merchant banking where it was instrumental in the formation of Darling & Company (later Schroders) and the formation of Ord-BT with Charles Ord as Chairman.

The strategic vision of our founding firms is only one of the reasons for Ord Minnett’s successful history. Also important has been Ord Minnett’s ability to attract some of the very best minds available at the time. The alumni of Ord Minnett is an impressive list and includes names such as Jim Wolfensohn, the ex. Head of the World Bank, David Hoare, who was the Chairman of Telstra and Ian MacFarlane, who was formerly Governor of the Reserve Bank of Australia.

With the deregulation of Australian financial markets in 1984, the business, this had operated as a partnership until that time, incorporated and changed its name to the Ord Minnett Group Limited.

After a number of ownership changes, including the purchase of what was then Jardine Fleming Ord Minnett Pty Limited by J.P. Morgan Holdings Australia Limited, and the acquisition of Dicksons Limited in 2002, Ord Minnett is now 30% owned by J.P. Morgan and 70% owned by IOOF Holdings Limited.

At Ord Minnett we’re extremely proud of our Australian heritage and our long track record of delivering value to our clients.

Contact Centre

Call us
1800 221 697
Email us
contact@ords.com.au