Lead Advisory Group
Olivia Treloar has a background in financial services and accounting. Olivia has held various roles in companies such as Lead Advisory Services, Bendigo Bank, and RSD Chartered Accountants. Olivia has experience as an SMSF Manager, Lending Officer, Financial Planner, and Graduate Auditor. Olivia holds a Diploma of Financial Planning from Kaplan Professional and a Bachelor of Business in Accounting from Latrobe University.
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Lead Advisory Group
Advisory | Business | Finance Expert advice when your business needs it – not just when you ask for it. We establish a one-on-one relationship with each of our clients, which means our advice is tailor-made for your business. From tax and accounting to SMSFs, lending, insurance and more, our flexibility and adaptability ensure we help you get the best results. How we can support you: - Tax and Accounting - Lending and finance - Business Development - Financial Planning - Superannuation and SMSFs - Risk Management To find out how Lead can support you and your business contact us today.