Odin Financial Pty Ltd

Overview

Odin Financial Pty Ltd is an independent boutique financial advisory and investment management firm serving clients from Brisbane. The firm reports more than 15 years of experience across financial advice and investment management.

The Australian Business Register lists Odin Financial Pty Ltd as an active Australian private company from 27 March 2018. Odin Financial Pty Ltd also reports that it is a Corporate Authorised Representative, number 001264045, of Graystone Capital Pty Ltd, AFSL 245375. The Australian Securities and Investments Commission identifies its Authorised Representatives Register as the public record for representatives authorised to provide specified financial services.

Services

Odin’s private wealth management service brings together financial planning and investment management, with particular attention to retirement planning and superannuation. Its investment advice can cover shares, fixed income securities, exchange-traded funds, listed investment companies and derivatives, selected according to each client’s investment strategy.

The firm assists with self-managed superannuation funds, including establishment, investment management, financial statement preparation and tax return lodgment.

Odin’s multi family office service is designed for high-net-worth families. It includes tailored wealth strategies, asset protection and intergenerational wealth transfer, with related work covering tax and estate planning, insurance and risk management, and investment advice coordinated through an advisory team.

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Risk and insurance
• Retirement planning

Client Focus

Odin’s services cover private wealth management, superannuation, investment management and multi family office support for high-net-worth families. The firm also works alongside accountants, solicitors, insurance agents, self-managed superannuation fund administrators, mortgage brokers and clients’ existing advisers.

Approach

Odin states that it is not aligned with a large institution and does not offer in-house products. It describes its advice as tailored and individualised, with coordination among the client’s professional advisers where appropriate.

FAQs

Related resources

• LocationMultifamily offices in Australia

  This overview helps a Brisbane family or business owner compare how multifamily offices operate across Australia. It provides context for considering an independent advisory firm that combines investment management, planning, tax, estate, risk, insurance and retirement services for clients with complex financial needs.

• GuideMultifamily office services

  This service guide helps readers identify which areas matter to their circumstances, from portfolio oversight and financial planning to tax, estate, risk, insurance and retirement matters. It can support a focused discussion with Odin Financial about priorities for a wealthy family or business owner.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community focused on single family offices and wealthy families. Readers can use it to explore governance, family decision making and wealth management topics that may inform conversations with a Brisbane adviser about investment management, succession, tax and estate planning.

• GuideQuestions to ask a multifamily office

  These questions help a prospective client prepare for meetings with a multifamily office. They can prompt discussion of investment methods, planning scope, fees, risk and insurance, retirement goals, tax coordination and estate matters relevant to a wealthy family or business owner in Brisbane.

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  Profiles of Morrows, Perpetual Group and Fortress Family Office give readers similar reference points when reviewing firms on this site. Comparing their stated services and client focus with Odin Financial's Brisbane based advisory and investment management context can help clarify which capabilities deserve closer discussion.

Sources

1. Odin Financial
2. About Odin Financial
3. Australian Business Register
4. Wealth Management
5. Multi Family Office
6. Odin Financial Risk Warning
7. ASIC Authorised Representatives Register

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.