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.
- 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.
- Diploma of Financial Planning – Kaplan Professional
- Graduate Diploma of Financial Planning – Kaplan Professional
- Member of the Financial Planning Organisation of Australia (FPA)