Expert financial advice you can trust
Like a lighthouse, good financial planning helps you reach your goals safely, within your chosen boundaries. With professional guidance, you can be confident that a clear plan will be put in place to achieve what matters to you.
With experience in financial planning since 2007, I've gained valuable knowledge from exceptional colleagues and mentors throughout my career.
Based in Port Lincoln, South Australia since 1995, I understand the importance of trusted, long-term relationships with clients – mirroring the lighthouse itself: reliable, steadfast, and present for the long run.
Lighthouse Financial Services SA provides clear, ethical, and cost-effective financial advice tailored to your needs.
About me
I’m Olivia, founder and director of Lighthouse Financial Services SA, here to help you achieve your financial goals.
I'm Olivia, founder and director of Lighthouse Financial Services SA, here to help you achieve your financial goals. I am locally based in Port Lincoln on the Eyre Peninsula in South Australia – a stunning and ever-changing part of the world. Although based in Port Lincoln full-time, I also service all parts of the state including the wider Adelaide region, with regular visits across all areas.
My passion is ensuring that clients feel comfortable, welcomed and understood. I take the time to build trusted relationships and ensure that all parties understand each other, providing ethical advice that takes into account all facets of clients' lives. Personal Financial Advice is exactly that – personal. I pride myself on personalised, ethical and tailored financial advice – there is no one size fits all model; every individual circumstance is unique.
I sincerely enjoy educating others around financial security and what can be done to safeguard your future – however that may look. I hold a Master of Financial Planning and pride myself on providing quality advice to my clients, ensuring that their needs and objectives are heard. I love to give back to the community as I am able – whether it be volunteering over many areas or educating people surrounding financial independence.
I look forward to assisting you, however I can, to achieve your goals now and into the future.
Specialising in Personal risk insurance and protection, Wealth creation and Retirement planning.
I am authorised to provide financial product advice for, and deal in, the following classes of financial products:
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Basic and non-basic deposit products
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Debentures, stocks and or bonds issued or proposed to be issued by a government.
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Life products including investment life insurance products as well as any products issued by a Registered Life Insurance Company • Interests in managed investment schemes including investor directed portfolio services.
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Retirement savings accounts (“RSA”) products (within the meaning of the Retirement Savings Account Act 1997)
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Superannuation
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Self-managed Superannuation funds
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Securities
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Tax (Financial) Adviser
Contact Olivia
Connect with me to begin your journey towards financial security and peace of mind. Let's work together to create a personalised financial plan that aligns with your aspirations.