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About us

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Odelia D'Silva​ - Financial Adviser
Odelia D'Silva is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306

 

Odelia has worked in the financial services industry since completing a Bachelor of Commerce degree in 1983. She started her career with the Hong Kong and Shanghai Banking Corporation (HSBC) and then worked as a Financial Adviser at AMP New Zealand for several years before moving to Australia.

She has been a Financial Planner and Authorised Representative in Australia since 2002.

She specialises in providing financial planning advice to the small business sector and works closely with accountants, estate planning and legal professionals to give clients the total solution to their financial needs.

Odelia is a SMSF specialist.

Qualifications

Bachelor of Commerce (Accountancy and Fin Management)

Master of Commerce (Banking)

Diploma of Financial Planning

SMSF Specialist

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Troy Davey​ - Financial Adviser
Troy Davey is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
Troy started working in the financial services industry in 1997.
He started his career with Commonwealth Financial Planning (CBA Group) and has been a Financial Planner and Authorised Representative since 2003.

 

Qualifications

Diploma of Financial Planning

Certified Financial Planner (CFP)
Financial Planning Association (FPA)

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Kebi Lee - Financial Adviser
Kebi has worked in the financial services industry since 2005 after completing a Bachelor of Commerce at Curtin University of Technology. She has worked as a Financial Planner for Bankwest, AMP and CBA and has experience as a mortgage lending specialist. Kebi is passionate about providing exceptional customer service to her clients to wealth accumulations, pre-retirees and retirees.

Qualifications

Cert IV in Banking Services

Diploma of Financial Services (Financial Planning)

Advance Diploma of Financial Services (Financial Planning)

Bachelor of Commerce (Banking and Finance)

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Bruce Nicholson - Director of Client Relations

Bruce has been in the industry since 1989.

He ceased advising in June 2020, thus completing close to 31 years of advice experience.

Bruce has now moved to a new position within our firm as Director of Client Relations. The role is that of a business developer and co-ordinator between those needing and seeking advice and the advice team of our Practice.

Qualifications

Bachelor in Education

Diploma of Financial Planning

Leanne Coppola - Senior Client Relationship and Practice Manager
Leanne has been in the financial services industry for over 25 years.

Qualifications

Advanced Diploma of Financial Services (Financial Planning)

Naomi Willis - Client Services
Naomi has been in the financial services industry for over 10 years and assists in office administration.

Amanda Leong - Paraplanner
Amanda has been working in the financial services industry for over 10 years and has a strong working knowledge of Aged Care. 

Qualifications

Bachelor of Commerce majoring in Accounting and Financial Planning

Stuart Lennon - Client Services officer
Stuart has over 15 years experience in the financial services industry. 

Qualifications

Graduate Diploma in Financial Planning

Advanced Diploma of Financial Planning

Ashlee Loiacono - Client Services 
Ashlee has been in the financial services industry for over 5 years

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Glenda Murray - Client Services 
Glenda has been in the financial services industry for over 20 years.

Qualifications

Diploma of Financial Planning

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Renee Arbuckle - Adviser Support officer 

​Renee has been in the financial services industry for over 20 years.

Qualifications

Bachelor of Business, Finance, General

Diploma of Financial Planning

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