To utilise our knowledge of the financial planning disciplines in assisting our clients to achieve their financial and lifestyle objectives
To build a manageable client base and provide high quality ongoing service in order to grow our clients’ wealth and in turn the balance of funds that we manage
Qualification and Experience
John O’Dor joined the Financial Services Industry in 1999 as a Para-planner, writing technically proficient financial plans tailored to meet a client’s particular needs and objectives. He takes great pride in developing strategic ‘whole of life’ strategies covering the areas of investment and wealth creation, superannuation and retirement planning, risk insurance, taxation planning, legal structures and estate planning.
Prior to establishing Strategic Advice Pty Ltd, John ran his own contract Para-planning business and headed up the Para-planning team of one of Victoria’s leading boutique dealer groups, Financial Foundations Australia Pty Ltd – of whom he is now an Authorised Representative.
John holds a Bachelor of Business Degree (Financial Planning) from RMIT University in Melbourne’s City Campus. His completed post-graduate studies include CFP (Certified Financial Planner) from the FPA (Financial Planning Association), which is the Financial Planning industry’s highest designation