Our People

Olivia Hughes
Financial Adviser - Port Lincoln

Biography

Servicing the Port Lincoln and Adelaide region, Olivia is a skilled financial adviser who enjoys helping her clients reach their goals and educating them along the way.

Olivia brings an extensive knowledge base and technical expertise from many years in the industry and can deliver thorough solutions for a range of clients. 

“Working with clients as they progress through life-stages, watching successes and achievements is extremely rewarding - as is forming the long-standing client-planner relationship along the way.”  

Olivia is well known among her clients and colleagues for being ethical and reliable, often going above and beyond to help clients understand and feel comfortable with the advice provided.

Olivia enjoys outdoor activities including underwater photography (having worked on the Great Barrier Reef prior to entering the advice industry), running, swimming, gardening, socialising, cooking and entertaining.

RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282Olivia Hughes

SOLUTIONS OLIVIA PROVIDES

  • Retirement Planning
  • Wealth Accumulation
  • Wealth Management Services
  • Personal Risk Protection
  • Cash Flow & Debt Management
  • Centrelink & Age Care Advice

RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282

SIGNIFICANT PROJECTS

  • Olivia has worked closely with terminally ill clients, looking at the overall big picture and ensuring that the client's wishes can be carried out into the future. Not only does this comfort clients who are already under a tremendous amount of stress, but it also gives them the confidence that their wishes will be honoured and administered in the future.

ASSOCIATIONS

  • Member, Financial Planning Association (FPA)

QUALIFICATIONS 

  • Master of Financial Planning
Publications

There’s more to financial planning than just investment

7 December 2021
Financial planners are often the first port of call for people seeking advice on investing a lump sum of money. However, in terms of how an adviser adds value to a client’s circumstances, this is usually just the tip of the investment iceberg. A professionally trained and accredited adviser holds the knowledge, skills, and ability to develop a...