About Odyssey
Odyssey Advisory Services is a Financial Planning Business with clients located all over Australia. With our advisers having a history of providing strategic planning since 2001, we are able to assist in many areas of advice. You will find our approach personal, yet professional, as we work towards a common goal with you. Whether you are looking for Personal, Business or Joint Venture Advice, we are here to assist you achieve and protect your goals.
Although the majority of our services are taken up by clients within our surrounding areas, including Newcastle and the Hunter, Central Coast, Sydney, Wollongong and Tamworth, we maintain relationships with clients all over Australia. The use of technology when communicating with our clients ensures that location is not a barrier to advice.
Our Services
Strategic Personal Planning
Whether providing Holistic Financial Planning or Scaled Advice in specific areas such as Personal Insurance, Superannuation & Retirement Planning, our aim is to tailor strategic advice to suit your individual requirements in order to meet your goals and provide peace of mind.
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Business Succession and Protection Planning
We are here to assist you identify particular threats within your business and then provide you with a customised protection plan to help minimise the impact in the event of these threats occurring. Whether it be a Succession Planning Strategy, involving a Buy/Sell agreement, the protection of Key People within the business or providing Debt Protection, we can assist.
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Joint Venture & Property Development Protection Planning
When you are going into partnership with others to undertake a joint investment, there are many protection factors that should be considered. We are here to assist you in identifying the possible threats to your Projects and formulate a strategic protection plan to help mitigate these threats. We can work closely with your solicitor and accountant to provide a joint solution for your Projects.
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Our Team
Brett Puxty
Financial Adviser and Managing Partner
Brett has been working in the finance industry since 2001 and specialises in strategic advice in the areas of Financial Planning, Self-Managed Superannuation, Estate Planning, Personal Insurance, Business (Key Person/Succession/Ownership/Debt Protection) Insurance and Joint Venture/Property Development Protection.
Adviser Profile
Financial Services Guide
Francis Coggan
Financial Adviser and Managing Partner
Francis joined the Financial Services industry in 2012 as a paraplanner and has gained a vast array of technical knowledge during his 6 years in this role. Francis was appointed as a Financial Adviser in 2018, and is enjoying the personal side of the advice he constructs.
Adviser Profile
Financial Services Guide
Glenda Chase
Financial Adviser
Glenda has worked in the financial services industry since 1995 and holds the Diploma of Financial Planning. Glenda lives in the Toronto area and enjoys the many special features offered by life in the Lake Macquarie region.
Glenda also has over 20 years experience in the industry and focuses this experience on Office Management and Administration for the business.
Adviser Profile
Financial Services Guide
Kelly Wickham
Client Services Manager
Kelly has valuable experience working within the Risk Insurance industry prior to joining the team at RI Advice Morisset.
Kelly now undertakes a Client Services role, offering assistance to all our clients with documentation and processing.
Lyndal Holt
Client Services Manager
As the first person to greet you at our Morisset office, Lyndal’s customer service focus and professional manner is ideally suited to her role in our office. Lyndal has experience working in financial planning offices, both locally and in Sydney, prior to joining our team.
Janine Moore
Client Services Manager
Working in the financial services industry since 1996, Janine has a wealth of knowledge in most areas of the industry.
Janine enjoys getting to know our clients and assisting with their enquiries including the implementation of new business.