An experienced, passionate and dedicated strategist, Oliver puts his heart and soul into providing our clients with the optimal strategies to meet their goals.
With over 7 years experience in financial planning, he is responsible for the preparation of strategies and advice documents for clients. He specialises in researching financial investments and complex legislation as well as producing financial projections and modelling.
He has a Bachelor of Commerce majoring in Financial Planning, a Bachelor of Business majoring in Accounting, both from the University of the Sunshine Coast and is currently enrolled in his Professional Year with Stonehouse.
Oliver is a keen footballer (soccer) and volunteers his time coaching multiple teams for his local club.