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 with Odyssey for 8/9 years, initially starting as a Client Service Officer. 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.

Lyn

Lyn has been with Odyssey in a paraplanning role for 9 years. She enjoys the technical side of the role and keeping up to date with legislative changes.  Lyn has performed various roles throughout her time in the industry including an advisory role, compliance role and now paraplanning.

Lyn’s past times include travelling and spending quality time with her grandkids.

Clare

Clare is an integral part of the team and has been with Odyssey for 5 years 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 at the beach or camping.

Kat

Kat has worked in the financial services industry for 14 years. 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. 

Giulia

Giulia has been with the team for 3 years. She has over 10 years’ experience in the industry in various technical, advisory and admin roles. Giulia likes a challenge and enjoys developing relationships with our client base.

Giulia is our resident movie buff and regularly frequents the movie theatre. If she can’t be found at the cinema in her down time, she enjoys walking whether it’s for fun or charity events.

Dawn

Dawn is our newest recruit at Odyssey. Dawn has been a relationship manager across various companies for 14 plus years. Her main motivators are seeing clients help meet their goals and objectives and implementing their financial plans.

Dawns 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.

Jason

Jason has recently joined Odyssey as part of our client services team, straight from university. Jason’s favourite parts of the role include learning and expanding his knowledge base and following the advice process start to finish, to gain a holistic view of his clients. Jason’s overall goal is to work towards an advisory position, over the next 4-5 years.

Jason’s past times include cooking and both playing and watching sport.