Odyssey Financial has an experienced administration team with combined experience in financial services of over 30 years.
Sandra Don email@example.com
Hasna Mokbel firstname.lastname@example.org
Kerry Drummond email@example.com
Sandra, Hasna and Kerry manage Odyssey’s administration and processing requirements of our three business’.
- Mortgage broking
- Financial Planning, incorporating superannuation, investments and risk insuraces
- Real estate – Home buyers and investors.
As a Mortgage client we will manage your loan application from initial recommendation through the approval process to ultimate loan settlement. Along the way we will liaise with vendors, agents, purchasers and their legal representatives to ensure a smooth settlement, making sure all the processes and documentations are in place by all parties. Post settlement we ensure that all the necessary arrangements are in place ensuring the optimum operation of your accounts.
As a Financial Planning client our team will keep you updated through the assessment and implementation process of investments and insurances, super fund platforms and Self Managed Funds.
And as a property purchaser we will manage your purchase from contract stage, through to ultimate settlement, including referrals to property managers and ordering of depreciation schedules.
Our administration team looks forward to assisting you with your requirements. Please feel free to contact the team on 0395091316 or firstname.lastname@example.org