Emlyn Olivier Olivier

Ace Financal Planning Pty Ltd

Bronze
6 Yrs Experience
Kew, VIC 3101

Recent reviews

Ace Financal Planning Pty Ltd

Suite 12, 233 Cotham Road
Kew, VIC 3101

At a glance

  • Adviser status Bronze
  • Rating 4.90
  • Number of reviews 13
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Vivid Financial Planning Pty Ltd

AFSL 478937

4.90
13 Reviews
5
4
3
2
1
5.00
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.65
Likely to recommend
Showing reviews 1—10 of 13

Sort by

5.00

"As a new single mother, I realised I needed to start planning for our future, something I hadn't really done. I was referred to Emlyn, and he has outlined a plan for our future. I thought that I didn't have any money to plan with, but what he has done is get things strategised with an own home goal, something I never thought possible.Thank you Emlyn."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Emlyn has rescued an insurance policy that my previous adviser allowed to lapse I feel most comfortable and will be seeking further advice in due time"

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

"Really impressed with the assistance Emlyn has given me with my Super. I feel confident in my financial future and wouldn't hesitate to recommend his services to my friends."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Recommend Emlyn services 100%. Easy to talk too and very professional. Had some debt and finally see clear to the end. Weight has finally been lifted off my shoulders. Also better financial plan for future. Thanks Emlyn."

  • Superannuation
  • Managing Debt
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"In the short period of time I have been dealing with Emlyn I have found him to be extremely thorough and very informative in regards to my Superannuation and the small debt I had. Emlyn helped me to have a clearer picture of my superannuation funds and the ways that he was going to maximize my fund. Its great to deal with a specialist who always deals with you directly and provides feedback consistently. I would definitely recommend him to colleagues, family & friends."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was recently assisted with life, TPD and IP insurance by Emlyn and was incredibly pleased with the experience. Emlyn is a highly knowledgeable and patient advisor, who was always happy to help and work and my busy schedule. I cannot give Emlyn enough praise for the work he did for me. He is an excellent asset to your business."

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

"I am pleased to have the chance of recommending Emlyn. I cannot speak highly enough of him. Emlyn Olivier has been our financial adviser for the past 2 years, during that time Emlyn’s advice has been concise and effective in planning to help us archive our financial goals. I have recommended him to friends and family and will continue to do so as I believe that he is highly valuable to me and my family maintaining a healthy financial position and future."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Financial adviser recommended by my parents, Emlyn was of great assistance helping me sort out my Superannuation. Friendly, honest advice and I had confidence in him. Very professional and helpful. Louise"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Emlyn was very knowledgeable and showed a personal interest in our situation. Emlyn provided us with very useful financial advice. Highly recommended. Stacey and Jeremy Williams"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Emlyn is extremely professional in his approach. He was genuinely interested in me and my family as clients giving advice to maximise our investments. I would recommended Emlyn to all my friends and family.His attention to detail and awareness of current markets and financial situations is always obvious and enables him to provide us with very clear advice and guidelines. Patricia and John"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Socially Responsible
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Monarch Institute
Completed
2017

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Monarch Institute
Completed
2016
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