Mark was ranked in Australia in the prestigious “Barron’s Australia Top 50 Financial Advisers” survey for 2017, 2018 and 2019.
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 further 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 23 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 his clients on all matters financial.
Mark works with HNW families, individuals and a small number of for purpose institutions.
Mark is the father of three and in addition to enjoying time with his young family is a keen sportsman, regularly competing in long distance ocean paddling events around Australia. 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.
In founding Minchin Moore, we sought a new direction: to create a truly independent, professional financial advice firm. One that is wholly owned by its Partners and whose sole focus would be financial advice and services designed to ease the burden of administering one’s financial affairs.
We draw upon our experience and evidence-based approach to enhance the literally hundreds of financial decisions you need to make through life’s journey. Through this process we bring greater affluence, certainty and security to your life.
Welcome to Minchin Moore.
Mark Minchin Managing Partner
& 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), a Diploma in Financial Planning, and is an accredited Derivatives and Self-Managed Super Fund adviser. 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.
A long-time colleague and ‘right hand’ to Mark Minchin in previous places of employment, Jenny became a Partner in 2013. In her role as Practice Manager, she has largely run our operation since 2011.
Having played an integral part of the formation of Minchin Moore, Jenny remains heavily involved in recruitment, corporate strategy, team training and operational leadership.
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
& Partner
Nick has an Advanced Diploma in Financial Planning, a Graduate Diploma in Applied Finance and is a Certified Financial Planner. Nick also has specialist accreditations in the areas of self-managed super funds, margin lending and direct equities. Nick has been involved in financial planning and wealth management for over 14 years.
Nick spent 14 years working in distribution with one of Australia’s largest financial institutions where he was responsible for the distribution of investment, retirement and insurance products. Nick joined Minchin Moore as an Associate Director in 2011 and became a Partner in 2014.
Nick prides himself on building long-term partnerships with clients. He focuses on delivering holistic financial advice specialising in superannuation, investment management and wealth protection. His clients include young professionals, wealth accumulators and pre-retirees.
Away from the office Nick enjoys time with friends and family, enjoys travelling and participates in a range of sports. Nick lives on the northern beaches and plays golf at Elanora Country Club.
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.
Nick Mundy 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
& 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
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.
Cathryn established her boutique financial advice practice Twelve Wealth in 2014. In this practice, she primarily worked with women to help them get focussed on the future as they navigated challenging life events. She recently took the decision to merge her practice with Minchin Moore.
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.
Since founding Twelve Wealth, Cathryn has been a finalist in the AFA Rising Star Awards and sat on ASICs Financial Advisers Consultative Committee.
Cathryn is engaged to be married and has 3 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.
Having started my own firm in 2015, I soon realised that complexities of providing advice in this contemporary landscape would crimp my ability to grow on my own. So I began looking for a firm with a deeper and broader knowledge base, one that shared the same values of my own, and one that aims to bring a new standard of professionalism to our industry.
In 2019 I found that firm. 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