“I have over 15 years’ experience in financial planning. Originally from South Africa, my journey in financial planning actually began in 2002 with my first job at a Sydney-based financial planning firm. I worked there learning the trade and gaining experience for a few years when I decided to branch out and start my own financial planning business with two colleagues. We quickly built a successful company.”
“I have a fascination with money markets and what makes the world go round. I also enjoy helping people make decisions in their lives that I know are going to really make a difference. For me, financial planning is an art, in that, each person is different and we want different things out of life. That makes creating a financial strategy and planning to meet those goals a creative endeavour – you are tailoring it to suit each person. However, it’s a fusion of art and science, because so much of what we do relies on statistics, financial data, legislation etc. So, I’m inspired by the juxtaposition of creativity with rationality.”
“Art, my pugs, dining out, being social. I’m passionate about not wasting a single day and truly enjoy our life where you are at now.“
“After several years working in international community development through project management and being Secretariat of a national health committee run by Queensland Health, I took maternity leave after my son was born. I wanted to shift my career and I began working for Odyssey Specialist Group. It was definitely an adjustment from government and community development, but I found that I love the area of financial planning, particularly the detailed strategies and helping clients’ plan to meet their goals. Project planning is a strength of mine and I find it even more rewarding that I can use those strengths to really help people build their wealth and protect it, so they can prepare for the future.”
“I’m inspired by people who love what they do. I think that if you can truly be passionate about the contribution you can make to your work, and you turn the focus onto the people you are helping so that you achieve the best possible outcome, then you achieve true excellence. And for me, excellence is inspiring.”
“I love to travel and dining out with my family. My husband is a chef from Mexico, so food is a really important part of our lives. We especially love visiting Mexico, where we lived for many years before Australia, as the colour, vibrancy and people’s hospitality is just overwhelming.”
I was introduced to the industry in 2001 by my then late husband who was inspired to enter because his father was an Adviser. We started our business from zero, with my role being mostly administration. I had a break to pursue my artistic side and to help my mum set up her art gallery and importing business but in 2007 I re-entered the business in a para-planning and business management role. After we divorced, I made my way to become an Adviser as I saw that the industry was lacking female advisers. I like being an Adviser as I am very social and I also love helping people. I know that I add value to people’s lives by creating financial security, which means that people are able to live the lifestyle that they desire. I get to know my clients very well and for me, my clients are an extension of my community.
My mum and dad inspire me. They are compassionate, well-travelled and intelligent people. I am also inspired by science and the way it opens our minds to new possibilities, gives us answers to life’s greatest questions and challenges our thoughts.
I am passionate about by my family, especially my children. They are the lights of my life and everything I do is motivated by them. I am also an art lover. I love to paint, draw, do photography, collect art and create make to measure clothing. The earliest memory I have of myself is of me drawing. I also love to travel and eat. They go hand in hand. My dad is from Indonesia and my mum is from Uruguay and I have been exposed to many different cultures, languages and culinary delights, which has sparked my life long obsession with travel and food.
After graduating from a Bachelor Degree of Health Sciences in Public Health from the University of Queensland, I decided to continue to study a Master of Economics and Finance, hoping to provide myself entry into a consulting position in the health industry. I never expected that my career journey and financial planning were going to cross paths. However, the opportunity arose during my post-graduate years to work at Odyssey Specialist Group in a research position. This wonderful experience has introduced me to financial planning, which I believe to be disciplined, client-focused and a compliance-driven industry where individuals and families can be helped through many inspirational and life-changing scenarios.
I am fascinated by creativity and forward-thinking strategies. I get motivated by the ability to think out-of-the-box. Although most of those ideas and projects have positive outcomes, some don’t due to certain restrictions in real-time situations. However, it is the internal drive to be creative and make this world a more interesting place that really counts!
Forward thinking is another great habit that I would love to teach myself into. More than a skill you are born with, forward thinking incorporates a lot of expertise, experience and perhaps intuition. Being the type of person who enjoys organising and planning things ahead, I would really appreciate this ability to think in advance, which is important to bring to fruition as many of my future plans to life as possible.
I love creating a better living experience for other people and the community around me.
Financial planning wasn’t a foreseen step in my journey in the first year out of university. Last year, I graduated from Griffith University with a Bachelor of Arts in Contemporary and Applied Theatre. It’s not really the kind of degree that leaves you with many work prospects immediately upon leaving university. However, I came across the opportunity to work at Odyssey Specialist Group and accepted the challenge. Working at OSG has become much more than a financial safety net in the unpredictability of a creative portfolio career. I have found it to be quite a rewarding, educating career. Somewhere I can harness my task organization/ time management abilities in a really positive working environment, while also challenging myself with new knowledge to be gained every day.
I think what inspires people is constantly evolving; fluid with what you are currently experiencing in your life. Right now, I would say having a purpose inspires me – finding what I want to accomplish and dedicating myself to achieving this. I have great respect for people with powerful motivation and resilience.
I am passionate about all things creative. I am that person that wants to act, to be in a band, to direct, to draw, to rap, to design and to write. I just need to passionately make the time to get in touch with my creative side, a view I am sure many would share.
I’m inspired by people who have passion. The passion to go after what they want and take the chance and allow themselves to prosper and grow.
“Perseverance would have to be my strongest trait. I don’t give up easily no matter how tough the challenge might seem. First and foremost I am a people person. The biggest satisfaction I get is knowing I have in some way helped make someone’s dream become a reality. I pride myself on being a mentor.”
“I have been fortunate to have lived in a few different countries over the last 25 years. Including 17 years in the United States and 1.5 years in Ireland. Having worked for over a decade in the hospitality industry has given me a very clear insight about providing excellent customer service. I like to think that living abroad has given me a stronger perspective on what is important to people.”
“The best way to predict the future is to create it” Peter Drucker . I think this quote says it all. We shape our own destiny and we can’t succeed in something we don’t start. Taking the first step is always the most difficult.