"I'm In My 40’s & 50’s"
Discover how we help good earners create long-term wealth and financial freedom through smart financial planning and advice.
Work Experience and Education
Oliver has been in the Financial Services industry since 2012. Prior to joining McGregor Wealth Management, Oliver has had extensive experience as a paraplanner with a keen passion for technical strategies, investment analytics and ethical investing.Oliver has completed a Bachelor of Commerce (Financial Planning) and Bachelor of Business (Accounting) from the University of the Sunshine Coast. He is currently undertaking a Master of Financial Planning with Kaplan with a view to achieve designation as a Certified Financial Planner (CFP) and Self-Managed Superannuation Fund Specialist Adviser (SSA). Oliver has previously completed his Professional Year including passing the Financial Adviser Exam.
Role – Describe what you do and why you are good at it
My role entails providing best practice advice as a Financial Planner and nurturing client relationships to provide exceptional outcomes that allow our clients to live their best life and realise their ideal goals. I am always welcome to discuss your personal financial circumstances and answer any queries you may have.
Outside of work – what do you like to do?
Outside of work and studying, I hold a Football Australia/AFC C Licence and will be found coaching, managing, and playing football (soccer).
What do you enjoy about being part of the McGregor Wealth Management team?
I enjoy the depth of knowledge and care each team member brings for each client. It challenges the traditional view of financial planning by focusing on becoming a lifelong journey of lifestyle.
What is one thing about you that people would be surprised to know?
I am an avid cook and barista, that enjoys recreating fine dining dishes at home.
Name one person that you draw inspiration from and why?
I draw inspiration from many different people and sources. There are a lot of people with different views and interesting beliefs that are insightful.
What is your favourite book, movie and food?
Book – Legacy by James Kerr
Food – All food!
I knew we needed a clear and straightforward plan that focused on our specific goals. Without going through the goal setting process, I think we would have continued with ad hoc investing that reacted to markets, instead of having a very specific plan. Once everything is set up, the process really is set and forget. We have 2 simple goals: to retire “on time” with our goal retirement funds behind us; and to continue investing to support our income goals. Both of them are on track!
I have found Rob and his team exceptionally insightful and valuable in their down-to-earth and strategic advice over the past 13 years — and they keep getting better and better. I give them my highest recommendation!!!
Rob has successfully managed the transition from our working lives to us becoming comfortably retired. During our over a decade long association as clients, Rob and his team presented a thoroughly professional, optimistic and supportive program on behalf of his efforts to represent us.
We always put the “investment strategy” off as we were busy trying to pay off our mortgage and believed no debt is the best debt. That quickly changed when were in a position to sell our small business and we needed smart advice. We went from have negligible savings to having our future secured within 6 months. Overall, we’re extremely happy with our strategy and can see gains as expected.
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