Buderim Community Business

Stephen Marshall is the Branch Manager of Ord Minnett Buderim and our longest serving staff member, having commenced with us in 1994 shortly after the branch was opened. Stephen's specialty is constructing a portfolio of quality shares to suit a client's needs. With a strong emphasis on fundamental research of a company's profitability and balance sheet strength, his extensive experience and capabilities have ensured our client's interests are looked after - even in times of financial turmoil. His personal ethics and simple motto of "look after your clients and they will look after you" are integral to the mindset of Ord's in Buderim. He is a qualified CPA holding the highest position of Fellow. Stephen is married with 3 children who have left home, and can now truly be classified as an 'empty nester'.

Anthony Ward has worked in the finance industry for 16 years within various accounting, operations, trading & dealing roles. Anthony has a Bachelor of Business and is currently studying for a Master of Financial Planning. He has been with Ord Minnett Buderim since January 2003 as a licensed private client adviser. Prior to that he traded currency markets and this provided a base for his expertise in stock selection for short term price gains. He is focused on traditional stock broking, involving individual stock recommendations, portfolio construction, stock portfolio reviews & general securities advice.

Mark Davidson is an experienced Financial Planner with qualifications as a Certified Financial Planner and a Certified Practicing Accountant. having first started in the financial markets in 1986. He holds dual licenses as a stock broker and as an authorised options advisor, and his areas of expertise are superannuation (including Self Managed Super Funds), the age pension and other Centrelink benefits, wealth creation strategies, alternative investments such as hedge funds, private equity funds and agribusiness as well as other tax minimisation strategies.

Chris Harris moved from Sydney in October 2004 where he was a Financial Planner in Ord Minnett’s head office. Previously he has worked in the tax and finance industries and specialises in superannuation, tax effective strategies for pre and post retirees, wealth creation and investment advice across a broad range of products including shares, managed funds, cash and fixed interest. He has a degree in Accountancy, as well as a Master of Commerce with majors in Taxation and Business Law, and is a qualified CPA holding the Financial Planning Specialist designation. Chris has significant experience in technical matters, and internally is regarded as our strategy expert. He is married with 2 children.