O.S. Financial Planning, Wodonga, VIC

O.S. Financial Planning
Address:
175 Lawrence Street, Wodonga, VIC 3690

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Opening Hours

Closed now, Opens in 4 hours

Opens in 4 hours
Tuesday
8:30 am - 5:00 pm
Wednesday
8:30 am - 5:00 pm
Thursday
8:30 am - 5:00 pm
Friday
8:30 am - 5:00 pm
Saturday Closed
Sunday Closed
Monday
8:30 am - 5:00 pm

Contact us today!

Last updated 27/6/2026
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Opening Hours

Closed now, Opens in 4 hours

Opens in 4 hours
Tuesday
8:30 am - 5:00 pm
Wednesday
8:30 am - 5:00 pm
Thursday
8:30 am - 5:00 pm
Friday
8:30 am - 5:00 pm
Saturday Closed
Sunday Closed
Monday
8:30 am - 5:00 pm

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Description

Currently our two key Financial Planners, Mark Byron & Paul Shay, are supported by three administration staff. Our professional services include Strategic Financial Planning in the areas of; Wealth Accumulation, Superannuation, Retirement Planning, Estate Planning, Business Succession, Investment Advice & Education and Placement of Investments.

We offer ongoing review and reporting services in relation to: The performance of your investments, the current market and economic conditions, updating your current personal and financial objectives and ensuring that your strategy remains appropriate Self-Managed Superannuation Funds

Categories & Keywords

  • Superannuation
  • Estate Planning
  • Retirement Planning
  • Investment Advice
  • Wealth Accumulation
  • Investment Services
  • Financial Consultant
  • Self-Managed Superannuation Funds
  • Business Succession
Available payment methods
  • Cash Cash

Official Data

Company Number
097 236 158

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