Experience counts.

Anthony

Anthony is a certified financial planner with over 20 years of experience in the industry.

Anthony believes in providing high quality, tailored advice to his clients. He provides advice in all areas ranging from investments, retirement planning, social security and estate planning. Many of the clients within Odyssey are long standing clients who have a strong relationship with Anthony, which is something he takes great pride in. Anthony enjoys working with clients to guide them through their financial life, providing support in times of difficulty, and assisting them in meeting their goals.

During his spare time, Anthony enjoys dirt bike riding, camping, jet skiing and spending time with his family and friends.

Charlie

Charlie has been in the industry since 2013. She initially started as a Client Service Officer with Odyssey in 2015. She has since studied and received her Diploma in Financial Planning, Advanced Diploma in Financial Planning and Master of Financial Planning. Charlie is now a very qualified authorised representative who focuses on many different areas, while specialising in aged care advice.  Charlie loves the technical side of advice, as well as the overall compliance and practice management of Odyssey.

Outside of the office Charlie can usually be found trail/road running, spending time tending to her garden and is a big Formula 1 fan.

Clare

Clare is an integral part of the team and has been with Odyssey since 2018 as a paraplanner. She has had various paraplanning roles since gaining her qualifications, spanning over 20 years.

Clare enjoys the technical side of the role, including modelling and using strategies to find ways to improve client’s financial positions.

Away from work Clare has a keen eye for renovations. In her down time she can often be found spending time with family and friends and loves to do this down at the beach or camping.

Kat

Kat has worked in the financial services industry since 2011. She has been a valued member of the Odyssey team since 2018. Kat enjoys working closely with the clients, getting to understand their needs and assisting them wherever she can.

When Kat is not at work, she enjoys being with her young family, and all the chaos that brings. She also enjoys running, wakeboarding, skiing and generally being outdoors.

Dawn

Dawn joined our team in 2022 and as a relationship manager. Her main motivators are seeing clients help meet their goals and objectives and implementing their financial plans.

Dawn is very active outside of Odyssey, she loves going camping and travelling Australia. She also enjoys fishing, kayaking and paddle boarding in her spare time.

Grace

Grace joined our team as an Admin Assistant in 2024 and is new to the Financial Planning industry having worked in the Legal field for 10 years as a secretary. Grace is enjoying all aspects of the job and is learning lots about Financial Planning and investments. Grace enjoys getting to know the clients and assisting them wherever she can.

Grace is from New Zealand and has two young children – when not at work Grace and her family enjoy spending time outdoors, at the beach and enjoying the warmer weather that Perth has.

Beck

Charli (Beck) is our newest recruit at odyssey. Beck has experience in banking and is currently studying to receive her Master of Financial Planning whilst working as a Client Service Officer here at Odyssey.

Outside of work, Beck enjoys reading and travelling with friends. She is also a black belt in Tae Kwon Do and enjoys practicing this when she can spare the time.