Olivia Raithatha

Olivia began working in the financial services industry in 2008 before joining BDO PWA in 2013.

She is dedicated to providing a high level of service to clients by building quality relationships, to assist in providing them with holistic solutions suited to their needs and aspirations.

Services

• Holistic financial planning advice
• Investment portfolio construction and ongoing management service
• Strategic investment and wealth creation strategies
• Wealth protection/risk insurance (life, disability, critical illness, and income protection cover)
• Budgeting and cash flow (including debt repayment strategies)
• Superannuation and pre-retirement planning
• Retirement and income stream planning
• Estate planning
• Self-managed superannuation funds.

Qualifications

• Diploma of Financial Planning – Kaplan Professional
• Graduate Diploma of Financial Planning – Kaplan Professional

Affiliations

• Member of the Financial Planning Organisation of Australia (FPA)