The Ottavo Financial Group is partnered with AZNGA who have many years experience in the Banking and Financial Services industry.
If you are a Financial Advice or Accounting Practice looking to expand and partner with a globally backed Investment Company that fully supports the Australian Financial Services Profession, then The Ottavo Financial Group can provide the expertise and experience required.
We work closely with our associates to deliver the best outcomes for all in every transaction we conduct. Deal or no Deal - A guide to Merger and Acquisition Success. Is produced by AZNGA and is a great insight into the experience and expertise we can bring to any acquisition.
Director – Senior Partner
Andrew is highly successful People Leader with over 20 years experience within the Legal and Finance industries. As a qualified Financial Planner and experienced Senior Manager, Andrew has worked with some of Australia's most recognised businesses, such as Westpac, BTFG, St George and AMP. Andrew’s management expertise has delivered highly successful outcomes for both Planners and Advice Practices. Andrew served 10 yrs as a Commissioned Officer in the Army Reserves and is also the author of 'Peace, Wealth, Happiness, The Simple Guide To Financial Freedom' Longueville Books 2009. Andrew is married to Michelle and they have a daughter Annabelle and Coco (the worlds most spoilt ragdoll cat).
Director – Senior Partner
Bernard has over 14 yrs experience in the Banking and Financial Services industry. Bernard has previously been an Adviser and held Senior Management roles within the industry. Bernard’s experience brings a balanced approach to dealing with clients facing change and seeking financial security. Bernard has been involved in local sport as both a player and coach for many years in Rugby, Rugby League and Cricket. Bernard is married to Alison and have, Jack, Ellie and Harry to look after them in old age.
Mark is born and bred in Bathurst and brings over 12 years of Financial Planning experience to the business. Mark was previously a stockbroker in Sydney until the lure of regional NSW drew him back home. He brings with him an abundance of knowledge and experience in all areas of financial planning including wealth creation, retirement planning (super and pensions), tax planning, Centrelink and Aged Care. Complementing Mark's technical knowledge and attention to detail, he prides himself on his affable nature and ability to explain complex strategies in an easy to understand way so there is complete peace of mind for his clients. In his spare time Mark is a keen motorbike enthusiast and was the former Australian Champion at Street Luge.
Mark is a graduate form Charles Sturt University with a Bachelor of Business and holds an Advanced Diploma in Financial Services (Financial Planning).
Stuart has more than 12 years of experience in the financial services sector having worked with, St George Bank, and most recently in his own Practice which has been merged with Spencer Fuller in January 2019. Prior to this he worked at Colonial First State for six years, supporting independent financial advisers. His wealth of experience and business knowledge is a significant asset to the practice as well as being able to provide his clients with expert guidance in understanding the financial complexities involved in achieving their goals.
Stuart is married and spends most of his time supporting his three children at school and in their sports, including athletics, swimming, and soccer. What time there is left Stuart keeps active with swimming, bushwalking, or riding trails through the bush, and watching the Wallabies play rugby.
Gareth has eleven years of experience in the financial services sector having worked with StatePlus, St George Bank, CBA and Count Financial. Prior to this he worked for the Financial Information Service within Centrelink. His years of experience and education leave him well position to provide you with expert guidance in unravelling the financial complexities involved in achieving your goals.
He enjoys bushwalking, reading and has two sons who are happy to help in filling up the rest of his spare time.
Ottavo Financial Group ABN 16 058 625 602, trading as Spencer Fuller and Associates, Dew and Partners, WealthInsure Financial Services Centre, and All Round Financial Planning is an authorised representative of Charter Financial Planning, Australian Financial Services Licensee and Australian Credit Licensee.
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