Ord Minnett
Brett Waller began their work experience in 2012 as the Director of SIV Investment Service and Private Wealth Manager at Ord Minnett. Brett also worked as a Private Wealth Manager while being self-employed.
Brett Waller completed a Masters of Financial Planning at Kaplan Professional from 2020 to 2021. Prior to that, they earned a Graduate Diploma in Financial Planning from Kaplan Professional from 2018 to 2020. In 2012, they obtained a Professional Diploma in Stockbroking from the Stockbrokers Association, and in 2008 they earned a Certified Financial Planner qualification from the Financial Planning Association of Singapore. Additionally, Brett obtained a Diploma of Financial Planning from Deakin University from 1999 to 2001. Brett has also obtained several additional certifications, including Margin Lending Accreditation and Self Managed Super Fund Accreditation from Deakinprime in 2012, as well as Life Risk Specialist certification from Deakinprime in 2011. Brett is also a Practitioner Member of the Stockbrokers and Financial Advisers Association.
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Ord Minnett
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Ord Minnett (Ords) is a leading Australian wealth management group, offering a full-service stockbroking, financial planning, funds management and portfolio services. Founded in 1951 by Charles Ord and Jack Minnett after meeting in the Australian Imperial Force in the Second World War, Ords has grown via strategic mergers and acquisitions of Australian financial firms with corporate origins dating back to 1872. Focused on service excellence, Ord Minnett is a highly respected name in the Australian investment and advisory landscape. Ord Minnett’s advisers and clients benefit from our specialist corporate finance, fixed interest and asset management teams, committed to delivering unique investment offerings.