BA(Hons)BM, GradDipFinPlan,
Authorised Representative
Oliver (Oli) joined the FinSec team in 2019, following a notable academic journey and a successful stint in the UK finance industry, working in UK Pensions. Oli’s unwavering dedication and tenacity quickly positioned him as a vital asset within the PTX division, FinSec’s specialised UK pension transfer service. In this capacity, he seamlessly collaborates with both advisers and clients, Oli’s thirst for knowledge and expertise led him to complete the Graduate Diploma of Financial Planning in May 2022, followed by the completion of his Professional Year in October 2024.
Beyond the realm of finance, Oli finds joy in the company of friends and family and particularly enjoys adventurous travel, local and international food and wine.
Why FinSec?
“In our business, client-centricity is our driving force. Our team is wholeheartedly committed to upholding the values that define our organisation, cherishing our heritage while consistently striving for improved outcomes. We take immense pride in serving our clients with dedication and unwavering focus.”
A word from Oli:
“Empowering individuals to realise and achieve their financial goals is the driving force behind my aspiration to become a financial adviser.”