Brian Lee's Colleagues at Ord Minnett
Suzie Farrow
Executive Assistant to CEO & Managing Director and Head of Private Wealth
Brian Lee's Contact Details
Greater Sydney Area
Ord Minnett
Brian Lee's Company Details
Ord Minnett is a leading national private wealth management group that provides advice and tailored investment solutions. Ords has more than $35 Billion in Funds Under Advice, managed by a team of experienced investment professionals focused on providing our clients with insights and guidance to build their assets. Ord Minnett serves our clients with a network of 350 finance professionals in 10 offices throughout Australia and an office in Hong Kong. Ords clients benefit from a comprehensive suite of investor services including full-service stockbroking, financial planning, superannuation, estate and retirement planning, funds management, fixed interest, portfolio services and corporate finance. In June 2019, a consortium of Australian private investors and Ord Minnett employees led by Ord Minnett's Executive Chairman Karl Morris agreed to acquire 100% of Ord Minnett from its shareholders, IOOF and J.P. Morgan. Following the successful completion of the acquisition in September 2019, Ord Minnett became one of the largest privately owned wealth management firms in Australia.