Fiona Olmedo

Vogue Financial Pty Ltd

Gold
11 Yrs Experience
Rozelle, NSW 2039

Recent reviews

Vogue Financial Pty Ltd

Ground Floor, 713 Darling St
Rozelle, NSW 2039

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 5
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

Licensed by

Madison Financial Group Pty Ltd

AFSL 246679

4.80
5 Reviews
5
4
3
2
1
5.00
Clear communication
4.50
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"Fiona is very helpful and well informed. She is trying very hard to find the right deal for us and is very easy to communicate with."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Fiona has given me help and advice on my retirement planning involving Super and Government obligations. Both my wife and I, after the meeting, made the decision to switch our Super from our existing financial planner to Fiona. During this process, I felt very comfortable with her assistant whom I found to be very knowledgeable. During this set up time and having to deal with the Covid protocol, they were allways available when needed. I am very happy with the decision we made."

  • Government Assistance
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Fiona is highly professional in all her exchanges with me. She listens and responds with care. She tempers her knowledge to my level, this helps as too much information can be confusing. She has great sense of humour which is great as it can help to make our encounters more friendly."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Fiona was great at explaining our SMSF structure and insurance requirements. She always responded to our emails and was willing to visit us whenever possible. A pleasure to deal with."

  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Fiona has been diligent & efficient in providing her help, especially in our recent Loans Review and also advice on our insurance policies & Budget. We liked how she paid attention to details in all her work and she has consistently kept us up to date with all our financial planning proceedings with her & her team. We hope to continue to work with Fiona."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Margin Lending (Knowledge and Skills)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of New South Wales (UNSW)
Completed
2018

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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