Mark was ranked in Australia in the prestigious “Barron’s Australia Top Financial Advisers” survey for 2017, 2018, 2019, 2020 and 2021.
Mark has a Bachelor of Commerce (Accounting), a Graduate Diploma in Applied Finance and Investment, a Graduate Diploma in Financial Planning, and he is a Certified Financial Planner. Mark has specialist accreditations in the areas of self-managed super funds, derivatives, and margin lending. He has been involved in financial planning and wealth management for over 26 years.
Mark began his career in accounting with one of the big four before moving into financial services where he worked for some of Australia’s leading fund managers and investment banks prior to founding Minchin Private Wealth in 2010. Minchin Private Wealth became Minchin Moore in 2011 when the business merged with the longstanding financial advisory business of (now retired) Peter Williams.
With a deep understanding of the workings of capital markets, Mark’s skills encompass investment management, financial planning, trusts, estates, and philanthropy.
His strong industry background, thought leadership and commercial savvy, allows Mark to act as a valued sounding board for both clients and Team members.
Whilst Mark still works with a handful of clients and as Minchin Moore has grown, Mark’s role has necessarily shifted away from day-to-day client support responsibilities toward broader business stewardship responsibilities. Despite this, Mark’s love for helping clients sees him maintaining a connection with as many clients of the firm as he can.
Mark is the father of three and in addition to enjoying time with his young family is a keen sportsman who enjoys long distance ocean paddling events. Mark’s wife Chantal, also a paddler, is a two time Olympian and Beijing Bronze Medallist. With this key alignment of interests Mark was able to play a significant role in Chantal’s coaching in the lead up to the Beijing Games.
Our vision at Minchin Moore is simple: To be the most trusted, professional advice practice in Australia.
To realise this vision, we sought a new direction: to create a truly professional financial advice firm. One that is wholly owned by its Partners and whose sole focus would be delivering excellence in advice and support services that aim to make the administration of your financial affairs easier.
Mark Minchin Managing Partner
Ben is a Partner in Minchin Moore. He has been involved in the financial services industry for over 20 years (both with small business and large corporates), and has a strong tertiary background (three degrees from UNSW). He is also a Chartered Tax Adviser and Self-Managed Superannuation Fund Specialist Adviser. Ben is deeply passionate about drawing a line in the sand in the financial planning industry, and delivering advice that is free from conflicts, and specific to the aspirations and outcomes that are important to each individual client.
Having established his own business at age 23, Ben has a particular expertise in working with small business owners and professionals. His partnership style approach in working with wealth accumulation clients as they navigate their key personal and financial milestones, ensures clients always have a “go-to-person” in their life for all things financial. He also focuses on giving back to clients their biggest life constraint which is time, so they can spend it with the people or doing the things that are important to them.
Ben is married to Gillian, and they have 3 energetic boys (ages 12, 9 and 7), a dog, a cat and some chickens. In between work and family time, Ben squeezes in as much sport (including as a spectator) and exercise as possible.
no more second guessing.
We are aiming to be the vanguard for how personal financial advice should be delivered in contemporary Australia.
Our Advisers have attained or are striving toward the highest qualifications in the industry. We are remunerated based on the quality of advice we provide and the level of trust and engagement we have with our clients. We do not receive incentives or commissions from third-parties.
This means that when you deal with a Minchin Moore Adviser, you don’t need to second guess whether there is a hidden agenda. Our only focus will be ‘you’ and ensuring you receive the very highest standard of advice.
Ben Smythe Partner
Jenny has a Bachelor of Commerce (Accounting & Finance), is an accredited Derivatives and Self-Managed Super Fund adviser, and a Certified Financial Planner. She has over 23 years’ experience in wealth management and financial planning.
Having held a variety of senior technical roles in Australia’s major retail banks and Investment Banks, Jenny joined Minchin Moore in 2011.
Jenny and Mark Minchin are long-time professional colleagues and friends, with the pair having worked together since 2004.
Jenny has been the CFO since she joined Minchin Moore in 2011 and became a Partner of the business in 2013. Having played an integral part of the formation of Minchin Moore, Jenny remains heavily involved in recruitment, corporate strategy, team training and operational leadership.
In her role as CFO, she oversees the operations, finances, and compliance aspects of the business.
Jenny somehow juggles her demanding professional career with being the mother of twin boys. She enjoys spending time with family and friends and keeping fit.
standard of advice
At the epicentre of our corporate culture is a determination to foster a climate of personal and professional growth. To create a firm with the highest professional standards. Our apprenticeship model ensures our Associate Advisers work under the tutelage of our Partners and all advice we prepare is peer reviewed to further foster learning and ensure the highest standard of advice.
All our Lead Advisers are degree qualified with post graduate qualifications in financial advice and each of them have either attained or are studying toward their Certified Financial Planner (CFP) designation – the highest qualification afforded in our industry. Today, six out of our nine Lead Advisers are CFP qualified.
Jenny Wong Partner
Charlie has a Bachelor of Business, a Graduate Diploma in Applied Finance & Investment and a Diploma of Financial Services. He has over 17 years’ experience in professional investment management and is a fellow of the Financial Services Institute of Australasia.
Charlie established a boutique advice practice ‘Perkins Portfolio Management’ (PPM) in Orange in 2009. After a long association, the practice ultimately merged with Minchin Moore in 2016.
Prior to founding PPM, Charlie spent 10 years in senior institutional trading and sales roles at Citigroup Global Markets [Sydney and London]. During this time, Charlie was responsible for trading with and marketing to key stakeholders across the global investment landscape, including government authorities, sovereign wealth funds, pension funds, hedge funds and high net worth individuals. Charlie’s last position at Citigroup was Director – Fixed Income, Commodities & Currencies, Citigroup Global Markets London.
Charlie’s international markets experience has allowed him to develop a deep knowledge of financial markets encompassing all asset classes – from equities, to bonds, commodities and currencies.
With this market knowledge coupled with a strong ability to think strategically, Charlie works closely with high net worth families and individuals to build comprehensive financial strategies and investment plans.
Charlie is married with four young children and lives in Orange. He has a keen interest in virtually all sports, but especially rugby, golf and cricket. When time permits he can be found either on the fairways of Duntryleague or the hill at Orange Emus.
Everything around us is constantly changing – our industry, how it is regulated, the investment and political landscapes, and the ever-changing needs of our clients. To be the best at what we do we need a growth mindset coupled with an ability to evolve rapidly. And evolve we have.
Our human capital defines our business.
We are a Partnership style practice with a focus on a high performance, collaborative team culture. Having the right people is paramount. We would rather our business not grow at all than grow with the wrong people. We seek team members with a rare blend of technical aptitude, commercial savvy and emotional intelligence. People who have a genuine yearning to help others and make a difference.
Charlie Perkins Partner
Andrew has a Bachelor of Commerce, a Graduate Diploma in Applied Finance and Investment, and a Graduate Diploma in Financial Planning. Andrew has more than 20 years of high net worth financial services experience developing expertise across investments, advice, and philanthropy.
Andrew’s previous experience includes Head of Advice and Head of Research, Managed Funds and Structured Products for one of Australia’s largest private banks. These roles included responsibility for the advice and investment process, and development of investment strategy and house views.
He also held the position of Senior Manager Investment Research with a leading private client fund manager. Andrew has significant investment governance experience through membership of highly influential Investment Committees.
As Chief Investment Officer, Andrew is custodian for the Minchin Moore investment philosophy and process, investment strategy across all asset classes for managed funds and listed investments, and implementation and review of all client portfolios. Andrew is Chairman of the Minchin Moore Investment Committee.
Andrew is deeply engaged with philanthropy and the For Purpose sector as a non executive director with Sydney Eisteddfod and National Centre for Childhood Grief. He is enjoying raising three daughters with his wife Belinda, and relaxes through golf, outdoor exercise, reading, supercoach, and gardening.
through financial science
Just like a personal philosophy can act as a moral compass, an investment philosophy can guide your decisions on how to invest.
Having a philosophy provides you with direction and protects you from the charlatans you will inevitably encounter on your investment journey.
Underneath all the portfolios we manage is one philosophy, based on an enduring belief in the power of markets. Rather than attempting to predict the future or outguess others, we draw information from the market itself – leveraging the collective knowledge of millions of buyers and sellers as they set security prices.
Trusting markets to do what they do best – drive information into prices – frees us to spend time where we believe we have an advantage, namely in how we interpret research, how we design and manage portfolios and how we service our clients.
Andrew Marchant Chief Investment Officer, Partner
Tom has a Bachelor of Commerce (Accounting), a Post Graduate Diploma in Applied Finance and Investment, an Advanced Diploma in Financial Planning and is a Certified Financial Planner. Tom also has specialist accreditations in the areas of self-managed super funds, listed securities, margin lending and personal debt advice. Tom has been involved in the wealth management industry for over 14 years.
Tom began his career in portfolio management with a leading private client fund manager, where he gained a deep knowledge and appreciation for the workings of financial markets and the practical implications for real life portfolios. Tom then moved to one of Australia’s pre emanant fund managers where he worked with financial planning firms on portfolio construction and model enhancement. A former ‘Head of Investments’ at Minchin Moore, Tom continues to play a key role in our Investment Committee.
In Tom’s current day job, he specialises in providing holistic advice to HNW families and private clients. This includes advice across investment management, strategic financial planning, self-managed superannuation funds risk insurance and lending services. Tom enjoys seeing clients realise their financial and lifestyle goals.
Tom is the father of two, and in his spare time is a keen sportsman, participating in cycling, surfboat rowing and a range of outdoor activities.
We recognise that each of our clients is an individual, with their own objectives, values and beliefs. We seek to embody these unique sentiments into each client’s portfolio – while simultaneously ensuring that the most contemporary portfolio theory and process is applied to how the portfolio is managed.
Tom Jeffries Partner
In 2019 Cathryn was named by Financial Standard as one of Australia’s top 50, most influential advisers. At the time of the award, Financial Standard editor Jamie Williamson commented: “Many of the women on the list are there because of their devotion to helping other women overcome challenges and use their own life experiences to inform their offering.” This couldn’t be more accurate for Cathryn, who has built her client base by helping women manage their finances through and in the aftermath of separation and divorce.
Cathryn has a Bachelor of Economics and Bachelor of Science and a Diploma of Financial Planning. She has over 20 years’ experience in financial services and is an accredited Executive Coach.
In 2014 Cathryn established a boutique financial advice practice ‘Twelve Wealth’. Then in 2019 Cathryn took the decision to merge her practice with Minchin Moore where she is now a Partner and key decision maker.
Before founding Twelve Wealth, Cathryn worked with women on a Leadership journey as an Executive Coach. Prior to that, she spent more than 10 years working across corporate finance and institutional sales roles at a global investment bank and large trading bank. During this time, Cathryn was responsible for structuring and distributing Fixed Income product to government authorities, global banks, superannuation funds and hedge funds.
Cathryn has been a finalist in the AFA Rising Star Awards and sat on ASICs Financial Advisers Consultative Committee.
Cathryn is married with three school aged children. She lives on Sydney’s Lower North Shore and spends much of her leisure time watching her kids play sport. When time permits, she can be found skiing, walking the dogs and squeezing in a bit of high intensity exercise.
The difference with Minchin Moore is that each and every individual in the team genuinely believes in the firm’s academic blueprint and that they can make a genuine difference to their clients’ lives through the delivery of well thought out, quality advice.
No staff member is there to “toe the company line”. Each individual seeks to be a part of the team while also looking to grow themselves personally and professionally through continual improvement and study.
Cathryn Gross, Partner