Nadia OSullivan
About Me
Nadia has over 20 years experience in financial planning. As a member of the Association of Financial Advisers, Nadia has an Advanced Diploma in Financial Planning and is pursuing a Master's Degree in Financial Planning. Nadia strongly believes in the value that quality financial advice can bring to her clients, and understands the importance of protecting clients’ lifestyles through insurance.
Nadia is bilingual in English and Mandarin. Originally a teacher with a Master’s degree in Education, Nadia’s educational background is a strength that enables her to understand and explain complex strategies in a way that her clients understand, which gives them confidence and empowers them.
Nadia has made it her mission to work with client from diversified backgrounds and professions. Given she migrated to Australia from Guilin, China in 1994, she particularly enjoys helping other migrants understand their finances and achieve their goals. Her own experiences of moving to another country have given her an understanding of the challenges that come with adapting to a different culture and a different financial landscape. Nadia truly enjoys helping others improve their situation.
Nadia is married with three children. When she is not working, she spends her time gardening, helping in the local school, as well as maintaining her heritage and connections with the Australian Chinese community.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 26 Years
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Licensed By Interprac Financial Planning Pty Ltd