O.S Financial planning has been assisting people in the goal of securing their financial future for over 20 years. Treat every client as an Individual. Everyone is different and therefore every solution will be different, tailored to suit your needs. Listen and understand your short, medium and long term goals and gain an understanding of what is important to you.
It's not all about dollars and cents. Ensure you understand the principles of investment. We believe that Financial Planning is as much about education as it is about investing and strategies. As a privately owned firm that holds its own Australian Financial Services Licence we believe we are ideally placed to offer this service.
It's not all about dollars and cents. Ensure you understand the principles of investment. We believe that Financial Planning is as much about education as it is about investing and strategies. As a privately owned firm that holds its own Australian Financial Services Licence we believe we are ideally placed to offer this service.
Services
The business of O.S. Financial Planning (formerly Overman Shay) dates back to 1994 when its then partners established their first office in Mitchell St, Albury. The business subsequently relocated to its present "Tower Chambers" Office in Lawrence St Wodonga in 1999. During this time our preference has been to remain a small, efficient business.
Updating your current personal and financial objectives and ensuring that your strategy remains appropriate. We also are happy to provide advice to you on the following matters although we usually prefer to refer our clients in need of special assistance in these areas to those more skilled in this area.
He also holds authorisation as a "Tax (Financial) Adviser". He holds an Advanced Diploma in Financial Planning and has also completed a Bachelor of Business (Enterprise Development) with La Trobe University. He is a member of the Financial Planning Association of Australia and therefore committed to upholding the values and principles of their Code of Conduct and Ethical Charter as well as the FASEA Code of Ethics.
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