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Patricia Howard Osmond.

Patricia Howard Osmond

Patricia Howard Osmond has worked as a senior finance journalist with the Australian, the Australian Financial Review and the Age newspaper, reporting on a wide range of investment, financial planning and small business issues.

Since then, she has qualified as a financial adviser and established Osmonds Accountants and Financial Planners, which operates under its own Australian financial services licence. This is a specialist advisory business providing superannuation advice to retirees and pre-retirees as well as general financial planning advice to clients on the Mornington Peninsula.

Qualifications and Experience

I have a Bachelor of Commerce from the University of Melbourne as well as an Advanced Diploma in Financial Services.

I have worked as a senior finance journalist with the Australian, the Australian Financial Review and the Age newspaper, reporting on a wide range of investment, financial planning and small business issues.

This means I have spent more than 35 years working in or around the Australian financial markets. As a result, there is not much that I haven’t seen or experienced at first hand within the Australian investment markets.

Since then, I have qualified as a financial adviser and established Osmonds Accountants and Financial Planners, which operates under its own Australian Financial Services Licence. As such Osmonds Accountants and Financial Planners provides truly independent advice.

This means as a client you can trust that the advice I give you will always be centred on your best interests. It will not be influenced by the selling quotas of any large financial institution or big bank.

In addition, the only remunerations or payments I receive in return for providing this advice is paid directly on a fee for service basis from clients such as yourself. These fees are clear and transparent and typically are paid from within your superannuation fund.

As a specialist advisor, I provides superannuation advice to retirees and pre-retirees as well as general financial planning advice to clients on the Mornington Peninsula and in Melbourne.

I am a trained specialist adviser to self-managed superannuation funds and I work closely with an on-line accounting service to provide you with a cost effective solution for running your self-managed super fund while still accessing quality investment advice.

Most importantly, I care about you the client. I strives to bring all my knowledge and experience to the table to provide you with the most appropriate investment advice given your situation.

Did you know you can get $1000 cash back from meeting with us?

We understand that it can be difficult to find the time to meet with a financial planner. To help you find the time, we are offering for a limited time only, a $1000 cash back offer for new financial planning clients. Contact us today to find out more.

(03) 5986 8280