ODYSSEY FINANCIAL - Key Persons
Bilal is a financial advisor passionate about helping Australians achieve their lifestyle, financial goals, and objectives. He comes from an accounting background and possesses experience in taxation and qualifications to provide advice on SMSFs, Retirement Planning, Superannuation, Personal insurance, Cashflow and Estate Planning. Bilal is passionate about impacting his clients' lives and experiences joy in making a difference.
Job Titles:
- Financial Adviser
- Financial Advisor
Carlos is a Financial Advisor passionate about assisting clients in creating wealth and achieving their financial & lifestyle goals. He comes from a background in Finance and has qualifications to provide advice on Superannuation, SMSFs, Investments, Personal Insurance & Wealth Protection and Estate Planning. Carlos is currently completing his Master's in Financial Planning.
Diana is driven by a passion to help people achieving their financial goals. With 20 years' experience in the financial advice profession, Diana specialises in wealth creation, wealth protection, retirement planning and aged care advice. Diana holds a Diploma in Financial Planning and is currently completing her Master in Financial Planning.
Job Titles:
- COO - Chief Operations Officer
Job Titles:
- Senior Client Services Officer
Johnny has worked in Hospitality and Customer Service for over 5 years. He's been in the Financial Planning industry since February 2018 and is your go-to person for ad-hoc requests and appointment bookings. He also communicates with Centrelink, accountants and other third parties to maintain a clean administration service for clients and the business. He enjoys cooking, gardening and going up to the mountains on the weekends. He would one day like to run a small business of his own.
Metz is the newest member of the group. She has spent more than 8 years working on business process outsourcing. Here at Odyssey, her focus is on email administration & insurance services. In her spare time, she enjoys DIY projects and hot matcha latte wherever she is.
Nic began his career in financial services in the mortgage industry with Citibank as a BDM in 1990, and moved on to become the state manager and later on National Broker Manager in 2000. In 2003 Nic and his wife, Sandra, established Odyssey Financial initially providing mortgage services. In 2012 Nicholas obtained his financial planning qualifications, and since then has enjoyed assisting client with their financial planning needs.