Olivia Maragna
Chief Executive Aspire Retire Financial Services. Multi Award Winning. at Aspire Retire Financial Services- Claim this Profile
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Bio
Cara Graham
Olivia has worked with me as my mentor for the last 2 years. Through that time I have seen her go from strength to strength winning awards and adapting her client offering to meet her client’s needs. To me she truly is a super woman, I see her as such an inspiration and have felt so honoured to receive her guidance and support. She really helped me build my confidence and my client offering and I know I have come further with her support than I would have on my own. Olivia’s clients are so lucky to have such a lovely and caring adviser working with them and overseeing her team. She is not just a great adviser and mentor to women, she is a great adviser full stop. If you get the chance to work for/with her, I suggest you take it.
Mark Rattigan
Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. When I was privileged to travel with Olivia for the AFA National Roadshow 2012, I learned that Olivia had this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.
Jason Brown
Olivia and her team deliver truly professional financial planning services and put their clients' interests first - I'd happily recommend her to anyone wanting a wholistic personalised service.
Cara Graham
Olivia has worked with me as my mentor for the last 2 years. Through that time I have seen her go from strength to strength winning awards and adapting her client offering to meet her client’s needs. To me she truly is a super woman, I see her as such an inspiration and have felt so honoured to receive her guidance and support. She really helped me build my confidence and my client offering and I know I have come further with her support than I would have on my own. Olivia’s clients are so lucky to have such a lovely and caring adviser working with them and overseeing her team. She is not just a great adviser and mentor to women, she is a great adviser full stop. If you get the chance to work for/with her, I suggest you take it.
Mark Rattigan
Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. When I was privileged to travel with Olivia for the AFA National Roadshow 2012, I learned that Olivia had this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.
Jason Brown
Olivia and her team deliver truly professional financial planning services and put their clients' interests first - I'd happily recommend her to anyone wanting a wholistic personalised service.
Cara Graham
Olivia has worked with me as my mentor for the last 2 years. Through that time I have seen her go from strength to strength winning awards and adapting her client offering to meet her client’s needs. To me she truly is a super woman, I see her as such an inspiration and have felt so honoured to receive her guidance and support. She really helped me build my confidence and my client offering and I know I have come further with her support than I would have on my own. Olivia’s clients are so lucky to have such a lovely and caring adviser working with them and overseeing her team. She is not just a great adviser and mentor to women, she is a great adviser full stop. If you get the chance to work for/with her, I suggest you take it.
Mark Rattigan
Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. When I was privileged to travel with Olivia for the AFA National Roadshow 2012, I learned that Olivia had this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.
Jason Brown
Olivia and her team deliver truly professional financial planning services and put their clients' interests first - I'd happily recommend her to anyone wanting a wholistic personalised service.
Cara Graham
Olivia has worked with me as my mentor for the last 2 years. Through that time I have seen her go from strength to strength winning awards and adapting her client offering to meet her client’s needs. To me she truly is a super woman, I see her as such an inspiration and have felt so honoured to receive her guidance and support. She really helped me build my confidence and my client offering and I know I have come further with her support than I would have on my own. Olivia’s clients are so lucky to have such a lovely and caring adviser working with them and overseeing her team. She is not just a great adviser and mentor to women, she is a great adviser full stop. If you get the chance to work for/with her, I suggest you take it.
Mark Rattigan
Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. When I was privileged to travel with Olivia for the AFA National Roadshow 2012, I learned that Olivia had this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.
Jason Brown
Olivia and her team deliver truly professional financial planning services and put their clients' interests first - I'd happily recommend her to anyone wanting a wholistic personalised service.
Experience
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Aspire Retire Financial Services
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Australia
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Financial Services
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1 - 100 Employee
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Chief Executive Aspire Retire Financial Services. Multi Award Winning.
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May 2003 - Present
Olivia Maragna Co-founder of Aspire Retire, Olivia Maragna’s business success has been recognised over the years, being awarded with several national and business awards including the Australian Adviser of the Year, Young Business Woman of the Year and being inducted into the Hall of Fame for Business Achievement. Her laser focus on providing the best possible client service has been the driving force behind her success and Aspire Retire’s. Olivia is passionate about ensuring clients understand and feel comfortable with their financial affairs. She’ll works very closely with clients, explaining concepts in Plain English and providing a range of strategies designed to keep clients firmly in control of their affairs, minimise risk, and at the same time, free them from financial stress. Olivia takes the time to work one on one with each client to ensure they fully understand the complexities of their financial affairs, empowering them to become more astute investors so they can actively grow their wealth. The trust many of her clients place in her has led to the development of strong friendships and ongoing referrals from clients’ friends and family members. Aspire Retire clients now include several generations within a family. The peace of mind Olivia delivers to clients, knowing their financial future is being prudently managed, enables them to truly enjoy their lives. Qualifications Olivia is a Certified Financial Planner (CFP) and is a qualified Chartered Accountant (CA) with experience in superannuation, taxation and complex structures. She also has a Bachelor of Business, majoring in accounting, business law and taxation. At 28, Olivia was the youngest Australian to receive SMSF Specialist Adviser certification with the Self Managed Super Fund Professionals Association of Australia along with CFP and CA. Show less
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Future2 Foundation
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Australia
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Philanthropic Fundraising Services
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1 - 100 Employee
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Deputy Chair
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Oct 2020 - Present
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Board Of Directors
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Jul 2019 - Present
Future2 makes a lasting difference in the lives of our young Australians aged 12 to 25 years experiencing social, financial or physical hardship.
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Deloitte Touche Tohmatsu
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1 - 100 Employee
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Accountant - Business Services and Superannuation
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1998 - 2002
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Education
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2017 -
Harvard Business School
Executive Education -
Macquarie Graduate School of Management
Leadership Development Program, Executive Education -
Chartered Accountants Australia and New Zealand
CA, Chartered Accountant -
Financial Planning Association of Australia
CFP, Certified Financial Planner -
Australian Self Managed Super Fund Professionals Association
SSA, Self Managed Super Fund Specialist -
Queensland University of Technology
BBus, Accouting Taxation and Law -
2019 - 2019
FASEA
FASEA exam, Financial Planning and Services
