It's a pleasure to meet you on my profile page!
My name is Nadia O'Sullivan, owner and principal financial adviser at Quest Insurance & Financial Solutions, Corporate Authorized Representative No. 384131 of InterPrac Financial Planning Pty Ltd (AFSL 246638).
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11 customer reviews
Kathryn Robertson
Financial Advisors
I found Nadia to be very knowledgeable and willing to help . Patiently explained concepts I was seeking advice on .
Reply from Nadia O’Sullivan | Authorized Representative No. 233460 of InterPrac Financial Planning Pty Ltd (AFSL 246638)
Hi Kathryn I am so pleased to hear that. Thank you very much for your kind words. With kind regards, Nadia
Arthur thompson
Financial Advisors
Very knowledgeable about to help with the process of retirement
Friendly
Reply from Nadia O’Sullivan | Authorized Representative No. 233460 of InterPrac Financial Planning Pty Ltd (AFSL 246638)
Hi Arthur Thank you very much for your wonderful review. It is my pleasure to work with you. With kind regards Nadia
Leanne
Financial Advisors
Nadia is the most caring, compassionate and patient woman i have ever met..
Professionally thorough and often going over and above my expectations.
I highly recommend her services and I treasure the personal level of support and encouragement, she so selflessly offered.
I look forward to working with her again in the near future.
Thanks Nadia for everything x
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Reply from Nadia O’Sullivan | Authorized Representative No. 233460 of InterPrac Financial Planning Pty Ltd (AFSL 246638)
Hi Leanne Thank you for your words of encouragement. I appreciate every opportunity to help my clients. Thank you for giving me the opportunity to be part of your life journey and achieve your financial freedom. I look forward to working with you again in the near future.
Loshni Naidu
We having been doing business with Nadia for the last 20yrs.She has been extremely wonderful and very professional . Nadia has been handling our Life Insurance . During this time always put us first.Never pushy always left us to make our own decisions .In the last two years helped us with our Super.We are so relaxed now knowing where we stand financially. It has been such a pleasure to work with Nadia.I would definitely with no doubt recommend Nadia. More...
Reply from Nadia O’Sullivan | Authorized Representative No. 233460 of InterPrac Financial Planning Pty Ltd (AFSL 246638)
Hi Loshni, thanks for the kind words and encouragement. It's been a pleasure working with you and Dev. Thank you for becoming my friend. with kind regards Nadia
Jessica
I have engaged Nadia for over 3 years now and her service is always wonderful. She is very informative and always ensure every step of processes are correct. She is also very attentive and genuinely cares for her client. Thank you very much Nadia for your patience and care. More...
Reply from Nadia O’Sullivan | Authorized Representative No. 233460 of InterPrac Financial Planning Pty Ltd (AFSL 246638)
Hi Jessica Thank you for your kind comment. It was a pleasure working with you. I look forward to assisting you with advice and support in the future. Thank you for being a loyal customer and recommending me to your friends and colleagues. with kind regards Nadia
Simon Chan
Nadia is responsible financial advisor who do her preparation and research very well.
Reply from Nadia O’Sullivan | Authorized Representative No. 233460 of InterPrac Financial Planning Pty Ltd (AFSL 246638)
Hi Simon, Thank you for your evaluation. I appreciate the opportunity to work with you. With kind regards, Nadia
Iris Tse
Honest and professional advice.
Reply from Nadia O’Sullivan | Authorized Representative No. 233460 of InterPrac Financial Planning Pty Ltd (AFSL 246638)
Thank you for your review. It was a pleasure working with you. With kind regards Nadia
Bryan Ken Jun Ong
Will definitely recommend! Very knowledgeable, takes the time to explain things thoroughly, very willing to share advices, and goes out of her way to get things properly. Nadia has helped me over the last 3 years initially starting with my income protection and TPD insurance, and then moving on to my Superannuation as well. More...
Reply from Nadia O’Sullivan | Authorized Representative No. 233460 of InterPrac Financial Planning Pty Ltd (AFSL 246638)
Hi Bryan It gives me so much joy to see your prosperity grow and flourish. I feel honored to be able to accompany you on this journey. With kind regards Nadia
Yvonne Wong
I was completely impressed with Nadia's professionalism and customer service. She is very helpful and friendly, she always takes the time to answer any question I may have, and provide me with all the options available. Nadia is reliable, honest and attention to detail. I highly recommend her service. More...
Reply from Nadia O’Sullivan | Authorized Representative No. 233460 of InterPrac Financial Planning Pty Ltd (AFSL 246638)
Hi Yvonne, thank you very much for your wonderful review. I am glad that I can be helpful to you. with kind regards Nadia
Sid Avery
Nadia is a very thorough reviewer and works hard to get good outcomes. She is very knowledgeable and takes the time to understand my particular situation and needs.
Reply from Nadia O’Sullivan | Authorized Representative No. 233460 of InterPrac Financial Planning Pty Ltd (AFSL 246638)
Hi Sid Thank you very much for your kind words. with kind regards Nadia
Jacklyn Lai
Great service and advice. Very well prepared before meeting. Highly recommended
Reply from Nadia O’Sullivan | Authorized Representative No. 233460 of InterPrac Financial Planning Pty Ltd (AFSL 246638)
Hi Jacklyn Thank you very much for your kind words. with kind regards Nadia
What do you love most about your job?
I love talking to people and sharing my extensive knowledge and decades of experience in a friendly and understandable conversation. I am currently furthering my education by completing a master’s in financial planning so that I can provide even more information to my valuable clients.
Financial planning is a private and potentially complicated and complex matter. At Quest, we take a personalized approach. We take the time to listen to our clients' stories and treat all of our clients like friends, not numbers. I always have the best interests of my clients in mind, not just a quick fix. I love helping people achieve financial freedom and preparing them for a stress-free financial future. I love helping people achieve financial freedom and preparing them for a stress-free financial future. It is my passion and my "DNA" that has kept me working in this field for so many years.
What inspired you to start your own business?
I was a registered teacher with the Queensland Teacher Education Board before I started my own financial planning business. At the time I had a young family, and my child often got sick while in childcare. It wasn't easy to keep asking for a day off to look after my child. That's when I was given the opportunity by an insurance company to look for an insurance adviser who could offer me the flexibility to look after my family while also advising and looking after my clients.
Since then, not only has my family expanded to include two more children, but I am also able to offer my clients a much broader range of financial planning services. Most importantly, I have developed a lifelong professional relationship and friendship with my clients. Most of my clients have worked with me for more than ten years, some even longer.
I have also found that I have never stopped teaching. The only difference is that I no longer teach in a classroom setting, but instead teach my clients individually on financial matters such as budgeting, saving for retirement, insurance protection and tax-efficient investing.
Helping my clients achieve their financial goals and reduce their financial stress has always inspired me to continue in this business.
Why should our clients choose you?
Why do our customers choose us? Because we care about them, listen to them and understand their individual concerns. We recognize that financial planning is not just about financial freedom, but that it affects every aspect of our lives. When we equip our clients with financial knowledge, tax saving strategies, sound investment models, estate planning, insurance protection, etc., we find that our clients regain their joy and confidence in their future. It's so nice to hear that every time my clients meet with me, they feel that their financial burden is becoming less and less. A few weeks ago, one of my clients texted me before he flew off on a long trip overseas, thanking me for making his lifelong dream possible. This kind of story spurs us on to help our clients even more.
Can you provide your services online or remotely? If so, please add details.
Yes, we can. We can communicate through Zoom online or via team video call. But we prefer to meet our clients in person when possible. We are based in Brisbane but sometimes travel to the Gold Coast and Sunshine Coast to meet our clients when possible.
What changes have you made to keep your customers safe from Covid-19?
The changes we have made are that we connect with our customers via Zoom online or via team video call. This is also convenient for our customers, as they can save travelling time and still get the same results.
financial planning
Financial Services Your Adviser Provides
The financial services and products which Nadia can provide advice on comprise:
▪ Deposit Products;
▪ Managed Investment Schemes including Unit Trusts, Investment Bonds, Direct Shares, Property Trusts, Growth Funds, Balanced Funds, Indexed Funds and Cash Management Accounts;
▪ Share Market Investments;
▪ Tax Effective Investments;
▪ Superannuation, including Allocated Pensions, Rollovers, Personal Superannuation, Company Superannuation and Self Managed Superannuation Funds;
▪ Retirement Planning including aged care and estate planning;
▪ Life Insurance Products, including Annuities, Term Insurance, Income Protection, Trauma and Total and Permanent Disability Insurance;
▪ Margin Lending (subject to client understanding of Margin Lending Gearing).
