Olivia Glare

Consortium Private Wealth

Bronze
4 Yrs Experience
Horsham, VIC 3400

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Budgeting

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.85
  • Number of reviews 28
  • First year providing advice 2018
  • Years of experience 4
  • Highest qualifications
    • Advanced Diploma of Financial Planning
    • Diploma of Financial Planning (DFP 1-8)
  • Language spoken
    • English

Consortium Private Wealth

24A Darlot Street
Horsham, VIC 3400

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Consortium Private Wealth

AFSL 495401

4.85
28 Reviews
5
4
3
2
1
4.90
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 28

Sort by

5.00

"Olivia gave me advice on my superannuation. She was very clear with the advice and helped me very much with ways to understand exactly what I’m doing and looking for. Also giving me many tools to learn about it all. I couldn’t recommend Olivia enough, she was great to work with!"

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

"Olivia has been nothing short of amazing. I am new to investing in shares and Olivia is able to communicate to me in a way that I can understand clearly. I am confident in Olivia's ability and knowledge to assist me with my finances and it is always a pleasure to speak to her. Thank you for all that you do."

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

"Olivia was great for my consultation. Hey bubbly attitude combined with a wealth of knowledge really gave me the confidence to do business with her."

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

"Olivia has given me initial advice and consultation in investing, superannuation and insurance. Olivia was always fully attentive to my needs and she was extremely knowledgeable and explained things fully. I feel confident she understood my circumstance and provided appropriate options for me"

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

"Olivia has been extremely helpful and patient in explaining terms and new information. I would highly recommend her to anyone :)"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Olivia delivered my review of super and financial situation in plain English helping to feel confident and in control of my situation. Olivia understood my requirements and provided her full attention in any discussion. The added speciality area of womens finance has been a great reassurance assisting my financial security for the future."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"She was able to help me with all l required"

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

"Olivia prepared a statement of advice for my wife and myself. Which included better options for superannuation, share investments and insurance. She explained it in such a way that made it easy to understand for us. She was very easy to get along with and very accommodating, i couldn't recommend her more highly."

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

"Olivia has given our family advice on such a wide range of areas - shares, superannuation, investment, various insurances and overall financial planning - she is efficient, understanding, thorough and ethical. I would recommend her most definitely."

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

"Everyone has a relationship with money. That is what underpins how easily we can talk about it, how happily we are to invest and our overall financial health. Olivia understands that. She is compassionate, thorough, patient and most of all a genuinely caring person. It is clear from the initial conversation that Olivia has a genuine interest in helping her clients to make the most of their financial situation. Olivia not only provided advice on superannuation, investments, insurances and property - but she also spent time to gather information to further explain her suggestions to us. I have already recommended Olivia to friends, family and clients of my own business - that is how much faith I have in her ability to support myself and my family into the future."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 28

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2019

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2017

Principles of Margin Lending

Level
0 - Training / Exam / Other
Institution
International Institute of Technology (IIT)
Completed
2019

Principles in Self Managed Superannuation Funds

Level
0 - Training / Exam / Other
Institution
International Institute of Technology (IIT)
Completed
2019
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Olivia's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Olivia able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Olivia's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Olivia to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Olivia?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Olivia provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Olivia may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Olivia Glare
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens