Orange Financial Planning

Orange Financial Planning is a trading name of Ottavo Financial Group, a dedicated financial planning company with offices across Regional NSW and ACT. Ottavo Financial Group has been providing professional planning advice for over 20 years. Ottavo Financial Group also trades as Spencer Fuller and Associates, Dew and Partners, and WealthInsure Financial Services Centre.

Bernard Begg is Managing Director/Senior Partner and has over 14 years experience in the Banking and Financial Services industry. He holds Adv Dip FS, Dip FS (Finance/Mortgage Broking Management), is a Member of AFA, and a Fellow CFP. Mark Anderson, Stuart Gilchrist, and Gareth Adams are Senior Financial Planner/Partners. Mark Anderson has over 12 years of Financial Planning experience and holds a Bachelor of Business (Finance/Marketing), Advanced Diploma of Financial Services, Diploma of Financial Services, and is a Financial Planner AFP – Financial Planning Association of Australia (FPA). Stuart Gilchrist has more than 12 years of experience in the financial services sector. Gareth Adams has eleven years of experience in the financial services sector, is a CERTIFIED FINANCIAL PLANNER® and holds a Bachelor of Business (Financial Planning). Andrew (Jian Yi) Lao, Rick Nicholson, and Nathan Foss are Senior Financial Planners. Ottavo Financial Group offers financial advice, insurance advice, and services including investment strategies, retirement planning, superannuation, personal insurance, estate planning, Centrelink, aged care, budgeting, and debt management.

Orange Financial Planning is repeatedly associated in customer accounts with the work of Tyron, whose knowledge and manner are the most frequent themes. Reviewers describe him as approachable and patient, explaining superannuation, investment and broader financial planning matters in plain language so that clients can follow each decision. Several customers recount being referred by existing clients, and the same willingness to take time over the first meeting comes up again and again, with questions welcomed and nothing treated as too trivial.

Supervision of superannuation arrangements is mentioned often, including changes made to improve outcomes, alongside budgeting, tax and insurance considerations handled through the practice. Clients describe being guided step by step, with regular contact and straightforward yearly reviews, and note that advice is delivered honestly and without pressure. Partners and spouses are frequently included in discussions, and the clarity of the written plan is a point that comes up often, with the path ahead said to be easy to follow. Trust, responsiveness and a genuine interest in clients' circumstances run through the accounts, and one recurring detail is the reassurance people feel knowing Tyron remains available to guide them.