Ryan Oliver

Impact Wealth

Gold
16 Yrs Experience
Buderim, QLD 4556
Ryan has over 14 years in the financial services industry and holds both a Diploma and Advanced Diploma in Financial Planning. He is currently studying to become a Fellow Chartered Financial Practitioner (FChFP). Ryan spends time with his clients to develop goals based advice and uses engaging, client friendly tools to help maximise his client’s financial potential. Ryan specialises in helping the following people; * Specialist retirement planning for people aged 55 – 70 (pre and post retirement) * Wealth protection and strategic wealth accumulation for people aged 35 -50

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

All fees are on a 'fee for service' basis - No hidden commissions.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 11
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Impact Wealth

Unit 2, 84 Burnett Street
Buderim, QLD 4556

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

5.00
11 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"I found Ryan very experienced"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have found Ryan very helpful and understanding of my needs"

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

"Having worked in a major corporation for close on 40 years, I have met many Financial Advisors and for the first time, I have found someone who really cares and who has my full confidence. Ryan is always ready to answer any question I present no matter how difficult or awkward and continues to build confidence. His solutions are always presented clearly and supported by logical arguments which will ensure he becomes a leader in his field. I wish him every success for the future."

  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ryan and staff were most helpful in showing us what was the best plan for us in retirement. Frank & Rhonda O 4514"

  • Government Assistance
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"RYAN OLIVER is the best Financial Advisor on the Sunshine Coast. His approach is gentle, very friendly & he is TOTALLY thorough with his financial advice. Ryan communicates very well & always explains everything, making sure I understand & that I'm on the same page as him. I TRUST RYAN explicitly. I have been Ryan's client for 1 year & here's to my lifetime relationship in his Financial business. I have no hesitation in recommending RYAN OLIVER."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stan D. Ryan is very good as a financial adviser .I Am pleased with the work he has done for me."

  • Socially Responsible
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We found Ryan very friendly, gentle and non judgmental and is genuinely interested in his clients affairs. We felt comfortable and relaxed in our appointments. Ryan communicates well and explains things in a way we understood. He follows through with his promises, maintains contact and takes an interest in how things are travelling with our small business. Ryan didn't do a 'hard sell' and guided us with what we needed - we never felt pressured."

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ryan's expertise and attention to detail with which he has handled our financial affairs could not be faulted. As our personal situation has evolved and changed over the years, so has his continual advice on financial planning issues relevant to our circumstances. Based upon your advice we feel confident that as small business owners we have more than adequate insurances and protection. We find you excellent to deal with and we would not hesitate to recommend you to any of our family, friends and other business colleagues. Andrew & Stephanie, Small Business Owners."

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

"Ryan explained the state of my finances in terms I could understand. I came away confident with a clear plan to set up my financial future. I would recommend Ryan to anyone."

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

"Ryan has been very thorough and reliable with his financial planning advice. His client service skills are of high level and his financial knowledge is strong and relevant. He has proved to be invaluable as a Financial Adviser."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2007

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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