
O.S. Financial Planning
- Investment & Wealth Management
- Wodonga, VIC
Our Service & Our Strategies Are Our Strengths
Company Overview
The business of O.S. Financial Planning (formerly Overman Shay) dates back to 1994 when its then partners established their first office in Mitchell St, Albury. The business subsequently relocated to its present “Tower Chambers” Office in Lawrence St Wodonga in 1999. During this time our preference has been to remain a small, efficient business. In this way our clients can expect a personalised experience as our staff are able to remain familiar with all of them. At the same time we are of sufficient size to ensure that our services are provided in a timely manner. Currently our two key Financial Planners, Mark Byron & Paul Shay , are supported by two administration staff.
Services & Expertise
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Service Focus
- Investment Advisory34%
- Asset Allocation33%
- Portfolio Management33%
Service Area
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