Oliver Temme

Midsec Financial Advisors Pty Ltd

Silver
9 Yrs Experience
Parkside, SA 5063

Recent reviews

Midsec Financial Advisors Pty Ltd

Level 2, 170 Greenhill Rd
Parkside, SA 5063

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Socially Responsible
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Licensed by

Midsec Licencing Pty Ltd

AFSL 524124

5.00
2 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—2 of 2

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5.00

"'Oliver has given me advice in areas including complex investment strategies to help me draw income and make my investment last as long as it possibly can. Oliver was usually able to explain things to me in a clear way. Through Oliver's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Oliver's full care and attention when I needed it.'"

  • Government Assistance
  • Superannuation
  • Cashflow & Income
  • Complex Investments
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Oliver has given us advice & assistance in areas including , self managed super funds, shares & investments, long term planning strategies, and Centre Link services. Oliver always explained things to us in a clear way. Through Oliver's knowledge and experience, we feel very confident that the advice given was right for our needs. We always received Oliver's full care and attention when required.'"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Adelaide (UOA)
Completed
2003

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2011

Accredited Listed Product Adviser (ALPA)

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

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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