Ord Minnett
About the company
Ord Minnett is an Australian-owned wealth and investment services firm. Its corporate origins date back to 1872, and the Ord Minnett name was established in 1951 by Charles Ord and Jack Minnett. The firm has 153 years of service, 270 financial advisers, and 15 locations across Australia and Hong Kong. It has 300 plus stocks under coverage, from emerging and mid-cap to large-cap companies.
Following a management buyout led by CEO and Managing Director Karl Morris in 2019, Ord Minnett is owned by its employees and a small number of Australian investors. It is the Major Sponsor of Water Polo Australia, sponsoring the women's and men's national teams, the Ord Minnett Aussie Stingers and Ord Minnett Aussie Sharks. Ord Minnett offers financial advice and investment management for individuals, families, businesses and organisations.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
I have had the pleasure of dealing with Con Maglis for over 10 years.He is knowledgeable, professional, and genuinely committed to helping his clients achieve the best possible financial outcomes. Con took the time to understand my goals, explained everything clearly, and made the entire process simple and stress-free. His honest advice and personalised approach gave me complete confidence in every decision and my portfolio has been growing steadily under his expert guidance.I have no hesitation in recommending Con to future clients
Con Maglis has provided excellent investment guidance to myself and my wife over a period in excess of 10 years . He is extremely knowledgeable and regularly provides us with clear and concise advice concerning the management of our superannuation portfolio. Con and his team have our complete trust and are readily available to advise us whenever required . We could not be happier with the service they provide.
Con is our financial advisor and has been for several years. His approach to advice, presentations and explanations is always very thorough yet easy to understand. Our portfolio has grown year after year under Con's guide - we feel totally safe and assured with Con's knowledge and advice. Ord Minnett is a great fit for Con and we look forward to a long and prosperous future together.
We feel incredibly lucky to have an adviser of Con Maglis' calibre in our corner. While having the technical skills is well and good (and his are excellent) , we've been impressed by the support he has from Ord Minnett regarding our investment strategy, and where he truly excels in his full and committed understanding of our life, goals, and wellbeing.
The quality of my life is enhanced because I have Con Maglis looking after me. We have been working together for many years and I have referred him to my friends and associates. It is not just about the money, though I have total confidence in his judgement in that sphere, it is the understanding of me and my values that he brings to this relationship. He has been directly responsible for me making some important lifestyle decisions. Without his wisdom I could easily have made some significant errors of judgement. I am fortunate to have him on my side. Annie Crowe AASW. MAASW. Psychotherapist. Long time client
We have been using Ord Minnett for many years and have been very happy with the results. Their prompt and personal approach, tailored to our requirements, is a good formula.
I've been dealing with Jake and Sam for a few months now mainly to complete a few investment transactions. The process and service received to date has been smooth and efficient. Although my advisers are no longer based in Newcastle regularly the transactions required were still actioned seamlessly.
Financial advisers & planners in Sydney compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Sydney are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Discovery Wealth Advisers | ★ 5,0 | 251 | No |
| 2 | AD Advisory ® Certified Financial Planner ® Sydney | ★ 5,0 | 78 | No |
| 3 | CFV Advisory (formerly CFV Services) | ★ 5,0 | 56 | No |
| 4 | Your Private Advisers, Independent Financial Planner Sydney | ★ 5,0 | 27 | Yes |
| 5 | Committed Financial Planning - Sydney | ★ 5,0 | 25 | No |
| 11 | Ord Minnett (this page) | ★ 4,9 | 71 | No |
