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Olivia Odgaard

Financial Adviser

HKS Financial Planning Pty Ltd
Stones Corner, QLD 4120

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About

Olivia Odgaard is an ASIC-registered financial adviser based in Stones Corner, QLD, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. Olivia holds a Bachelor of Business (International) from Queensland University of Technology (2019) and a Graduate Diploma in Business (Financial Planning) from the same institution (2021). This strong educational foundation equips her with the knowledge and skills to provide expert guidance in various areas of financial planning. Olivia is authorized to provide advice on a range of financial products, including superannuation, insurance, and retirement planning. She is also skilled in providing guidance on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. Olivia is committed to staying up-to-date with the latest industry trends and regulations to ensure her clients receive the most relevant and effective advice. Key services offered: • Superannuation advice • Insurance solutions • Retirement planning • Investment strategies Olivia takes a client-focused approach, prioritising clear communication and a deep understanding of each client's unique circumstances. Whether you're planning for retirement, seeking to protect your assets with insurance, or looking to grow your wealth through strategic investments, Olivia is here to help. Contact Olivia today to schedule a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Insurance solutions Investment strategies Wealth accumulation

Client Types

Personal Investors

Services

Superannuation Advice Insurance Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000516082

Verify on ASIC Register

Authorised Representative Number

001309117

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Olivia Odgaard offer?

Olivia provides advice on superannuation, insurance, and retirement planning, including Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Olivia have?

Olivia holds a Bachelor of Business (International) and a Graduate Diploma in Business (Financial Planning) from Queensland University of Technology.

What is Olivia's approach to financial planning?

Olivia takes a client-focused approach, prioritising clear communication and a deep understanding of each client's unique circumstances to provide tailored and effective advice.

How can Olivia help me with my retirement planning?

Olivia can help you develop a comprehensive retirement plan that considers your current financial situation, future goals, and risk tolerance. She can advise on superannuation, Retirement Savings Accounts, and investment strategies to help you achieve a comfortable retirement.

How do I get started with Olivia?

Simply contact Olivia to schedule an initial consultation. During this meeting, you can discuss your financial goals and learn more about how she can help you achieve them.

Get in Touch

Contact Olivia directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.