Our Team.

Our team.

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 and being social. I’m passionate about not wasting a single day and truly enjoy our life where you are at now.“

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.

Will.

Senior Accountant
How did you come into financial planning/accounting?

I started my Accounting and Tax career at the University of Johannesburg, where I completed a Bachelor of Commerce degree in Accounting, an Honours degree in Chartered Accountancy and a Masters degree in International Tax. After completing my studies, I practiced as an external auditor with one of the big four auditing firms and lectured in the field of Accounting, Tax and Auditing before moving back into public practice to focus on my keen interest in tax law application.

What are you passionate about?

I am passionate about details and strive towards precision in all I do. I believe a granular understanding of complex problems is key in foreseeing the solutions within the bigger picture. Challenges drive me and I find inspiration in knowing that smooths sea never made skilled sailors.

What is your strongest characteristic?

My strongest characteristic is my determination and commitment to excellence and perfection.

Favourite Quote?

“Strength and growth come only through continuous effort and struggle” – Napoleon Hill

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.”

Jess

Jess.

Paraplanner
How did you come to financial planning?

My interest in the financial world started in high school where I took Accounting as a subject. During and after high school, I took up a couple of office jobs and decided to upskill and follow my father’s footsteps to becoming an Accountant, who thought I must be insane. I enrolled into Griffith University and completed a Bachelor in Commerce, majoring in Accounting AND Financial Planning, thanks to some ‘kind words’ from dad. Then soon after I graduated, I was on the path to finding the perfect use for my newfound love of the financial world.

What inspires you?

I am inspired by my team and their passion to help and support our clients. Their commitment to improving our client’s lives gives me the drive to excel and work as hard as I do for them as well.

What are you passionate about?

I am passionate about having a life filled with fun, laughter, and amazing people. As much as I love finance, outside of work hours you will find me at the gym, jogging around a lake with my family, renovating part of my house or just relaxing for a little gaming or a Netflix binge.

What would you say is your strongest characteristic?

Without a shadow of a doubt my strongest characteristic is my highly analytical personality type that drives me to understand every piece of a puzzle for any challenge I am being posed or any other knowledge area that I need to understand completely.   This natural disposition matches up well with a ‘details-driven and focused role’ in financial planning.

What’s your favourite quote?

“Nothing in this world can take the place of persistence. Talent will not; nothing is more common than unsuccessful men with talent. Genius will not; unrewarded genius is almost a proverb. Education will not; the world is full of educated derelicts. Persistence and determination alone are omnipotent. The slogan Press On! has solved and always will solve the problems of the human race.”

‘If I had 9 hours to cut down a tree, I would spend 6 hours sharpening my axe’

Stuart

Stuart.

Paraplanner
How did you come to financial planning?

I have always had a special affinity with ‘numbers’ in general and throughout high-school this became a more focused  interest relating to numbers in finance, investment markets, tax and all things financial.

I started working in a small financial planning firm over two decades ago where I became part of the furniture and moved through all positions of client and administration support, then into technical based roles working closely with financial advisers, accountants and their clients.

I have more recently provided paraplanning and compliance consultancy services as a self-employed contractor however missed the collaboration with peers and other professionals as well as having a client base to liaise with and support as well.

I am feeling very much at home in my role with Odyssey where I can use my vast experience and knowledge in financial strategies and software and systems to help those around me deliver the best outcomes for our clients at every turn.

What are you passionate about?

Well, this was a very straight forward answer for much of my life … cricket, cricket and cricket! However, this has taken a back seat in recent years to international travel.  It is my calling to travel and experience other cultures and cuisines as much as I can.    I also have a unique tolerance to spicy foods 😊

What would you say is your strongest characteristic?

Without a shadow of a doubt my strongest characteristic is my highly analytical personality type that drives me to understand every piece of a puzzle for any challenge I am being posed or any other knowledge area that I need to understand completely. This natural disposition matches up well with a ‘details-driven and focused role’ in financial planning.

What’s your favourite quote?

“Nothing in this world can take the place of persistence. Talent will not; nothing is more common than unsuccessful men with talent. Genius will not; unrewarded genius is almost a proverb. Education will not; the world is full of educated derelicts. Persistence and determination alone are omnipotent. The slogan Press On! has solved and always will solve the problems of the human race.”

‘If I had 9 hours to cut down a tree, I would spend 6 hours sharpening my axe’

Keith.

Client Services Officer
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 and 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 worker 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.”

Marla.

Client Services Officer
How did you come to financial planning?

After working as an administrator in corporate real estate for three years, I was ready for a change. The financial sector appealed to me as I would be able to assist individuals on a personal level in achieving their financial goals. By doing what I do best – providing exceptional administrative support to a team. Here at odyssey I work side by side with subject matter experts in finance and accounting, to service our clients.

What inspires you?

I am inspired when traveling ,meeting new people, exploring new places and trying new experiences. I feel most inspired when I spend time with remarkable individuals who are excelling in their passions and pursuits.

What are you passionate about?

I am passionate about spending time with loved ones, being a part of a team, working together to achieve a common goal.

What would you say is your strongest characteristic?

My desire to remain positive and goal oriented in every facet of my life.

Lianka.

Tax agent

How did you come to accounting?

From a young age numbers have just made sense to me. 1 + 1 always equals 2. Unlike many other things numbers are always consistent, which I find very comforting. Therefore it was an easy decision to study a Bachelors Degree in Accounting. After completing a 3 year traineeship in South Africa, I started my Australian career with Deloitte where I completed my CPA qualification, also registering as a tax agent and founding an accounting firm with my husband.

What inspires you?

People who never give up no matter what their circumstances, who seem to have 72-hours in their day, being able to do everything they put their mind to. The examples set by them, inspire me to constantly better myself and challenge myself to be better than I was the day before.

What are you passionate about?

Creating a balanced and happy home life, as it gives me purpose which in turn fuel my other pursuits. It also gives me the confidence to take on the challenges that life throws my way.

What would you say is your strongest characteristic?

Honesty and my drive to strive for fairness is something I take great pride in. With me, what you see is what you get. Treating people equally and fairly is a non-negionable for me and I can’t imagine living any other way.

Alta.

Tax Accountant

How did you come into financial accounting?

My career started in 2006 when I enrolled for both a Bachelor of Commerce in Law and a LLB degree at the University of Johannesburg. After my studies, I spent some time in commerce, focusing on supply chain, warehouse and stock management before I ventured back into tax law.

What are you passionate about?

I am passionate about solving problems. Finding the solution to a complex problem drives me to the next challenge.

What would you say is your strongest characteristic?

My strongest characteristic is being prepared through detailed planning and preparation. “Good fortune is what happens when opportunity meets with planning.’” – Thomas Edison

Favourite Quote?

Don’t limit your challenges, challenge your limits!” – Jerry Dunn. This inspires me to grow in my personal life and in my profession.

Jenny

Jenny.

Senior Accountant
How did you come to financial planning?

I completed a 4 year Bachelor Degree in Accounting and then went on to complete a traineeship at KPMG before qualifying as a Chartered Accountant (South Africa). I have been in the accounting industry since 2004 as well as a university lecturer in both Auditing and Accounting modules since 2012.

What inspires you?

People who are true to themselves and follow their passions in life. People who support a cause that is close to their heart, without being swayed by external factors, have my highest respect.

What are you passionate about?

I am passionate about family and animals. I strive to create a supportive home environment in which to raise my son and make meaningful memories that we can look back on in the years to come.

What would you say is your strongest characteristic?

I like to get things right and I follow through on a task until it is accomplished. I also connect well with people. Each person is unique to me and I enjoy finding out about them as a whole and then combining our strengths to work together in the most efficient manner.

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Edward.

Accountant
How did you come into Accounting?

I’ve always had a strong interest in Business, Economics, and Accounting. However, when I started my own company in 2012, it made me understand just how important Accounting is to running a successful business. This inspired me to complete a Bachelors in Accounting and Computer Information Systems while continuing to grow a successful business. I sold my business in early 2020 and am now pursuing a career in Accounting.

What inspires you?

People who have the drive and motivation to constantly better themselves. Whatever the goal may be, I respect and admire people who dream big and do whatever they can to make their dreams a reality.

What are you passionate about?

In a professional sense, I’m passionate about small businesses and supporting them through the many challenges that they face in day-to-day operations. I know from experience that it’s not easy, so I’m always looking for anything I can do to help businesses become more profitable, successful or efficient. The use of technology to achieve these outcomes is a real passion of mine.

Personally, spending time with family and friends, keeping fit and active, and learning new things are all very important to me. I enjoy snowboarding, scuba diving, hiking, climbing, and flying light aircraft in my free time.

What would you say is your strongest characteristic?

Having a positive, can-do attitude and realising that nothing is impossible if you put your mind to it, and work hard enough at it.

Michael

Michael.

Financial Planning/ Accounting Intern
How did you come into Financial Planning/ Accounting?

A few years ago, I began working the basic books for my family’s business and ever since then I have never looked back. I love working in the financial world! I am now currently a third and final year Bachelor of Commerce student majoring in Accounting and Financial Planning with a Tax Minor.

What are you passionate about?

Education! continuous learning and gaining knowledge in new and innovative ways to further me and others. Not only financially, but with anything, myself or others are passionate about. I am also passionate about meeting new people; I believe you can learn something from everyone and anyone!

What would you say is your strongest characteristic?

The three r’s… reliable, responsible, respectful. Showing up no matter what. I want to be counted on. When someone can come to me with a task or favour and have full confidence in me to give it 110%!

What is your favourite quote?

“Don’t talk about it, be about it” – Bob Burns.