MEET OUR TEAM
Our Team provides a range of advice and services which sit under three distinct licences and accreditations, which are not connected in any way. Mortgage Broking advice is provided under Odyssey’s own Credit licence (ACL). Our Brokers have accreditations with over 40 lenders and upon a successful loan settlement will receive an upfront and an ongoing trailing commission from lenders, which is disclosed within a borrowers loan agreement. Financial Planning advice operates under CHPW Financial which holds an AFSL. Our Financial Advisers are Authorized Representatives of CHPW and any advice, fees charged and commission received is contained and disclosed within a Statement of Advice. Real Estate Advice and Advocacy is provided under our Real Estate licence. Odyssey received commission from vendors, developer, builders and other property providers.
Odyssey Financial has an experienced administration team with combined experience in financial services of over 40 years.
Sandra, Hasna and Grainne manage Odyssey Financial’s administration and processing requirements of our three business’.
- Mortgage Broking
- Financial Planning, incorporating Superannuation, Investments and Risk Insurances
- Real Estate – Home buyers and investors
As a Mortgage client we will manage your loan application from initial recommendation through the approval process to ultimate loan settlement. Along the way we will liaise with vendors, agents, purchasers and their legal representatives to ensure a smooth settlement, making sure all the processes and documentations are in place by all parties. Post settlement we ensure that all the necessary arrangements are in place ensuring the optimum operation of your accounts.
As a Financial Planning client our team will keep you updated through the assessment and implementation process of investments and insurances, super fund platforms and Self Managed Funds.
And as a property purchaser we will manage your purchase from contract stage, through to ultimate settlement, including referrals to property managers and ordering of depreciation schedules.
Our administration team looks forward to assisting you with your requirements. Please feel free to contact the team on 1300 362 489 or email@example.com