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Ord Minnett Limited
Stock Broker in Canberra

www.ords.com.au
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Ambit House, 101 Northbourne Ave. Canberra. Canberra, Australian Capital Territory, 2601.
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What you should know about Ord Minnett Limited

Financial Advisor in Canberra, Investment Plans in Canberra, Brokers in Canberra, Investing in Canberra

Zac zacharia - private client advisor (stockbroking, financial planning, funds and wealth management) zac zacharia is a qualified financial planner and shares and derivatives investment advisor. Because of his extensive personal experience using shares, options and warrants, zac is able to offer unique and innovative solutions to suit his client????????s needs. Zac specialises in combining his technical analysis (charting) skills with fundamental and economic factors to make investment decisions for his clients. He is a member of and regular speaker at the meetings of various professional investment organisations including the australian technical analysis association (ataa) and australian investors association (aia). Zac has mentored, coached and trained self-directed investors and traders on share market investment and technical analysis for over 6 years. He has been involved in the financial markets since 1999. Services offered: financial planning investment selection and timing full service stockbroking - trading and investing financial planning margin lending portfolio management superannuation insurance corporate finance disclosure: zac zacharia is a representative of ord minnett ltd, afs licence 237121.

Ora Minnett is a leading private riches management group that has been successfully advising Australian investors for over 140 years. We guard traditions of integrity, service excellence and quality financial advice. Lords tailors investment solutions to assist private riches clients attain their financial goals. Our corporate values are reflected in everything we do. Together they have set the corporate vision that has seen the continued triumph of Ora Minnett in Australia and Cong Kong. Tim has over 25 years’ experience in the private wealth management, funds management and financial markets industry. Philip also manages key relationships with vendors, institutions and regulatory authorities. Karl is Patron of Bravehearts, a kid concern charity. Simon was an institutional equities' analyst (health care pharmaceutical) until 1997, when he moved over to the retail side of the business. We lure lofty performing people from diverse backgrounds and experiences. As one of Australia’s oldest financial services firms, we incorporate a range of businesses including stockbroking, financial planning, corporate finance, and research to give you the choice of various career paths. With a corporate history dating back to 1872, Ora Minnett has evolved from the amalgamation of a number of leading Australian financial services firms to create a potent organization dedicated to partnering with our clients to assist them meet their investment goals. Our experienced Private Client Advisers deliver tailored portfolio and investment strategies, applying their expertise and experience to superior utilize our to prated research for the profit of our clients. In fact, one of our founding firms T J Thompson Sons held a seat on the Sydney Stock Exchange in 1872, the year behind the exchange was first established. Over the decades that followed Ora Minnett had abundant other different ownership structures, before arriving at our stylish shareholding ownership with two leading financial firms, the global investment bank J.P. Ora Minnett has a healthy earned a reputation for consistently delivering excellent value in terms of the quality of our research and advice, our service, and overhead all, the investment performance we deliver for our clients. Dealing with Ora Minnett’s national team of Private Client Advisers ensures you access the best in strategic thinking and market insights all focused on delivering value to you and your investment portfolio. Ora Minnett has a team of more than 350 staff, all dedicated to meeting your investment ambitions. We have more than 200 Private Client Advisers and 150 support staff in the functional areas of research, operations, portfolio administration and reporting, IT, compliance, finance, risk and human resources. We also have specialist Corporate Finance, Firm Interest and Research teams, all committed to bringing unique investment offerings to our private clients. Ora Minnett is well placed to bring investors the benefits of a uniquely focused wealth management business. Ora Minnett invests in our adviser teams, research capabilities, technologies, service delivery mechanisms and product offerings in order to always improve our client service and ensure these excellent results are maintained. Ora Minnett has refined an investment process that provides a hard base on which to construct your riches a process which gives you quiet of heed from scholarly that your riches accumulation and concern strategies will superior serve your goals at all times. We develop a unique strategy which superior employs our market knowledge and expertise. We would welcome the opportunity to discuss your financial goals and prosper an investment strategy aligned to your needs.

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Services

Your Lords Adviser has direct access to listed shares across all major international exchanges including: The Ora Minnett Portfolio istration and Reporting Service (PARS) is a core portfolio management service that provides clear, accurate and timely investment information, and via its administrative capabilities, allows you and your Adviser to manage your investments more effectively. This provides you and your Adviser the flexibility to construct an investment strategy competent to your investment needs and objectives. These investments may be in a diverse range of asset classes, industries and companies. At OMFP we provide specialist financial planning advice on: Ora Minnett’s professional team of Advisers use their expertise to guide our clients to develop an investment strategy aligned to their needs. Diversification across asset classes asset allocation and. An Lords Adviser can labor with you to review the following range of benefits in establishing an SMSF: A compliant and tax effective superannuation plan providing you with access to a wide range of investment options. This expansive best of investment options means you can diversify your portfolio across diverse asset classes, investment styles and fund managers. Our professional team of Advisers ensures our clients are offered specialist stock booking and financial planning advice, share market insights and bespoke investment solutions aligned to attain their unique financial objectives. This means our clients can profit from a wide range of opportunities. Incorporate stationary interest products into your portfolio to access different asset classes to bear balance in your investment strategy. Access a selection of investment options to diversify your portfolio risk and returns. Lords provides a plain and comprehensive international trading service to access investment opportunities in global markets. Ora Minnett’s professional Financial Planners and Advisers have the knowledge, urge and experience to guide you towards a thrifty superannuation investment strategy. Our clients can access market interest rates with the benefits of liquidity and low risk. The CDT has full integration into the Ora Minnett network to encourage trade settlement, Portfolio istration Reporting Service functions and more, while still having the safety and security associated with at call bank accounts. Access a selection of investment options to diversify your portfolio risk and returns, including Exchange Traded Funds (effs) and Hybrids. He has over 20 years experience in the financial services industry covering research analysis, securities trading, product development and management, and the provision of tailored investment advice to investors. He has 17 years’ experience (13 years with Ora Minnett) advising investment committees, financial advisers, private investors, fund managers and corporate in equity research, asset consulting, portfolio management, tax planning, superannuation and investment execution. Backed by the expertise and resources of Ora Minnett, our services include professionally managed model portfolios, advice, trading, research, international securities (research and execution), portfolio reviews, corporate actions' advice, IPOs and other capital raising opportunities. In addition, specialist Intermediary Services Model Portfolios are available across growth equities and real estate investment trusts. Our team has experience in dealing in overseas markets and can bear a packed range of execution and administrative services to allow your clients access to international securities.
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