FO
Fiona Olmedo
Senior Financial Adviser at Park Lane Wealth
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Work Experience
Senior Financial Adviser
Aug 2019 - Present · 5 years and 5 months
Private Wealth Adviser
Dec 2018 - Aug 2019 · 8 months
Anne Street Partners Financial Services Pty Ltd
Senior Financial Adviser
Aug 2015 - Nov 2018 · 3 years and 3 months
Company Details
2-10 Employees
The dream isn’t always clear cut, and the road to get there even less so. But the greatest feeling is getting closer to knowing your path, to make confident choices towards a lifestyle you really want to live. We exist to create roadmaps and strategies to help you design that ideal lifestyle and maintain it, for you and your family and with reality, humility and positivity at heart. We’re for now, not down the track and no matter who you are, there’s value in being a little more determined in thinking about your future. Our specialisations: 1. Private Wealth & Wholesale Investment Advice 2. Wealth Strategy 3. Wealth Creation 4. Wealth Protection - Personal and Business 5. Wealth Transfer & Estate Planning 6. Ethical, Sustainable, Positive Impact Investment Advice
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
713 Darling St Rozelle, New South Wales 2039, AU
Keywords
Financial PlanningPrivate WealthInvestment AdviceSMSF AdviceLife InsuranceRisk ProtectionEstate PlanningWholesale InvestmentsPersonal Risk InsuranceIncome Protection
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