Our Team.

Our team.

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Tony.

director
How did you come to financial planning?

Since 2004, Tony has been providing unsurpassed financial planning advice to a select portfolio of clients. Since founding Odyssey Financial Management in Sydney, along with two business partners (which he sold 2010), Tony has gone on to establish the Odyssey Specialist Group in Brisbane. With a focus on providing specialist advice and strategic planning to high income earning/high net worth medical clients, The Odyssey Specialist Group has established as a respected and accomplished provider of specialist advice throughout Australia to surgeons, anaesthetists, medical specialists, dentists and other professionals. Tony prides himself on providing tailored and specialised advice to suit the needs of sophisticated clients.

What fascinates you?

“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.”

What are you passionate about?

“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.“

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Wayne.

senior adviser
How did you come to financial planning?

“Since my inception in the Financial Services Industry which is now going on 24 years of experience, I’ve always had a keen interest within the financial services sector and why a decision to pursue a financial planner career is simple. When you genuinely care about people you will always find yourself doing everything possible to give a helping hand and as a financial planner you are doing the same but just at a professional level assisting people to reach their goals.”

What inspires you?

“The past, the present and the future.”

What are you passionate about?

To love, to respect and to treat all things equal be that a human, wildlife or even a plant.”

What is your strongest characteristic?

“I’m an enthusiastic, positive individual who takes pride in everything I do; be that working as a professional, caring for a loved one or even taking a breath of fresh air. Life is great and we should all take a step back to appreciate the wonders that surround us.”

Jaz

Jaz.

practice manager
What inspires you?

“I’m inspired by people who have passion. The passion to go after what they want and take the chance to allow themselves to prosper and grow.”

What are you passionate about?

“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 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.”

What would you say is your strongest characteristic?

“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.”

What's your favourite quote?

“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.”

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Sarah.

paraplanner
How did you come to financial planning?

“I have been working in the finance industry for 15 years and I have been paraplanning since 2010. Having spent the large majority of my employment, training and education in various parts of the financial services industry has provided me with the knowledge and skills required to assist financial advisers in providing exceptional service to their clients.”

What inspires you?

“I am inspired by working towards and achieving goals I set for myself. Whether it be personal or business, I am inspired by a sense of accomplishment.”

What are you passionate about?

“I am passionate about spending time outdoors in nature, appreciating time with friends and family, cooking and enjoying good food, and making the most out of each and every day.”

What would you say is your strongest characteristic?

“I pride myself on my strong attention to detail. I aim to achieve thoroughness and accuracy when accomplishing a task and I always try to do my best in any situation.”

gerrie

Gerrie.

financial planner
How did you come to financial planning?

From playing and educating friends about monopoly as a 7 year old to starting businesses as a teenager, I’ve always had a keen interest in finance and especially educating people in finance.

I laid my foundations through qualifying as an accountant and after finishing my CPA, I moved over to financial planning to use my finance and tax knowledge to work with clients and get them into better financial positions.

I offer a very unique skillset as a financial planner, as I’m also a small-business specialist, accountant and love investments of all kinds myself (from property developments to emerging industries and businesses)

What are you passionate about?

Relationships! Relationships with my family, friends and clients (who all end up becoming friends!). Building these relationships and spending time with the people I love.

My work and life without these relationships amount to nothing.

What inspires you?

People who want to change their circumstances, habits and build a better future. Inspired individuals are the most inspiring force you can hope to find in life.

I get inspired by various individuals and their willingness inspires me to work harder with them to get a better result for them.

What is your strongest characteristic?

My level of empathy and compassion. 2 Words you won’t see too often in financial planning and I believe this is what makes me different and stand out in our industry.

grace

Grace.

administration manager
How did you come to financial planning?

I am very new to the financial industry, having started my role in August 2018. I was ready for a new challenge and found exactly that at NEO Coaching. Coming from a retail environment has worked to my advantage, meaning I can utilise my already developed communication and customer service skills and tailor them to our financial client’s.

What are you passionate about?

I am passionate about many things, a few items would be; family, friendships, music, travelling, and making memories that will last a lifetime.

What inspires you?

Meeting new people and learning new characters in everyday life, helps me grow and set aspirations for myself. I am lucky enough, to be in an environment were the attitude is never ‘to make do’. Neo Coaching are forever evolving and growing, which in turn has had the same effect on me.

What is your strongest characteristic?

I would say my strongest characteristic would be, my work ethic and taking ownership of my role. It is important to me to work hard and ‘get the job done’. Whenever I set a task/goal, I will always try my best to complete it and if I don’t know how, learn how to achieve it. I am not scared to put the time and effort in when needed.

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Keith.

financial consultant
How did you come to financial planning?

“I’ve recently graduated from QUT, and am now pursuing my passion and interest with financial services. I used to be a chef but did not have the same passion for cooking as I do for the financial sector. When you are truly passionate about what you do , I believe you will offer the best advice and offer a helping hand.”

What inspires you?

“People who are truly passionate about what they do. Working hard to achieve new goals for my personal and business life.”

What are you passionate about?

“My labradoodle, being social, family. I enjoy making the most of every day and making sure I enjoy life.”

What would you say is your strongest characteristic?

“I’m a very hard worked who takes pride in everything I do. Whether it is in my personal life or professional life; Caring and always being there for my family and friends.”

sunny

Sunny.

paraplanner
How did you come to financial planning?

As I was completing my Engineering Degree in UQ I dabbled in a couple of elective subjects in finance, coupled by reading the book ‘Making Money Made Simple’ by Noel Whittaker, this inevitably ignited my interest in the financial services industry. Once I completed my engineering degree, I then completed my Graduate Diploma in Financial Planning and gained employment in the financial services industry in 2015. Since then, I have gained valuable experience in various roles within the financial services industry spanning from assistant adviser, client services, paraplanning to adviser. This has equipped me with ample knowledge and skills required to support the financial advisers in providing exceptional service to their clients.

What inspires you?

I am inspired by go-getters. People whom are passionate about what they do and work hard to accomplish goals that they set for themselves whether it be in their personal or professional lives. These traits in people inspire me to wake up every day and push myself to be a better person.

What are you passionate about?

I am passionate about fitness. I love the outdoors and am constantly keeping myself busy by doing something active whether it be running, going to the gym, playing football (soccer), etc.

What would you say is your strongest characteristic?

My strongest characteristic is that I am very dependable and always strive to complete all task at hand with the highest quality.