Ord Minnett expands advisory team

ord-minnett/financial-advisers/JBWere/

14 March 2023
| By Rhea Nath |
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Wealth management group Ord Minnett has hired two new advisers to its expanding private wealth business.

Steven Marino and Dylan Viney would join the firm’s Melbourne team, effective 14 March 2023.

They joined from JBWere, where Marino had been advising for 18 years and Viney for seven years.

“Our aim at Ord Minnett is to be the leading private wealth business in Australia by delivering the best client and adviser experience. We are bringing on highly experienced, knowledgeable advisers to help us achieve that,” said chief executive Karl Morris on the appointments.

The firm currently had over 280 private wealth advisers and $60.7 billion in funds under advice (FUA) as at 31 Jan 2023.

Founded in 1951, it specialised in financial planning, stockbroking, funds management and corporate finance. 

It topped the list of licensees that achieved the largest net growth in their number of financial advisers last year, witnessing a net increase of 39 advisers, per research from Rainmaker Information’s Financial Adviser Report.

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