Ord Minnett
Phillip Lucas currently serves as a Senior Investment Adviser at Ord Minnett, one of Australia's premier financial advisory firms, since March 2013. With a strong foundation in investment services, Phillip previously worked as an Equities & Derivatives Trading Representative at Commonwealth Bank from April 2011 to March 2013, focusing on providing comprehensive trading solutions for financial intermediaries. Educational qualifications include a Master of Applied Finance with a specialization in Funds and Wealth Management from Macquarie University and a Diploma of Financial Services in Financial Planning from Kaplan Professional.
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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.