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TREVOR STIRLING | DIRECTOR FINANCIAL SERVICES ADV, DipFP, FChFP
Trevor has over 50 years’ professional experience, with more than 25 years specialising in financial services. Trevor established ODVS Financial Services in 1993 – one of the first practices in Adelaide to partner with an accounting firm – he now runs the business alongside Darren Cheek.
Trevor works across financial planning and practice management, specialising in investment, retirement planning and accumulation funding. He also works with clients in maximising and managing Centrelink payments.
Prior to setting up ODVS Financial Services), Trevor worked in the banking sector and held a long career in senior management and human resources with Woolworths, managing a staff of 185 people. Trevor’s expertise lies in practice management – primarily compliance and human resources. Having spent 19 years in the retail sector, Trevor has in-depth knowledge of recruitment, training and planning.
He takes a sympathetic and supportive approach and he enjoys the process of informing, educating and coaching his clients to consolidate and maximise their finances and to ensure they can achieve their financial objectives. Trevor has long-standing relationships with his clients and in some instances, works with up to four generations within a family. With 22 years at ODVS, Trevor provides his clients with the confidence and surety in receiving ongoing, quality service.
He holds an Advanced Diploma Financial Planning (2004), is a Fellow Chartered Financial Practitioner (2013) and a member of the Australian Association Financial Advisors (AFA). During his career, Trevor has accolades for Financial Planning and Practice Management.
Trevor is active in the Adelaide community – he’s a member of The Rotary Club of Adelaide, the Royal Justices Association of South Australia and a committee member of the Lombardia Italian Association.
FRANCESCO SCARFO | PARTNER CPA
Frank has more than 27 years’ experience, he commenced with ODV as a graduate and was made partner in 2001. Frank operates across Tax and Accounting and Audit Services, specifically relating to superannuation funds, working with a wide range of individual and business clients.
Frank has strong knowledge of superannuation legislation and invests in frequent and ongoing professional development to ensure he remains informed of changes. He also leverages his network of taxation specialists to assist clients in always getting the right advice.
His strengths lie in building strong foundations – understanding all requirements and taking a holistic view of client accounts. His diligence, attention to detail and thorough preparation provide full confidence and assurance to his clients. Frank aims to deliver consistent, professional service and takes a transparent and open approach to dealing with difficult issues to ensure his clients are always informed.
EDDY BIN | PARTNER CPA, CTA
Eddy has more than 20 years’ experience as an accountant and has been a partner at ODV since 2003. Eddy works across the Tax and Accounting and, Business Advice and Planning practice areas.
Eddy specialises in business start-ups, property, restructuring and negotiation – helping his clients to refocus and to get their business back on track. He enjoys, what he describes as, ‘corporatising small business’; bringing the key elements of a large business into a small business while maintaining core family values.
Prior to ODV, Eddy worked across a broad range of professional sectors including banking, energy and resources, property and local council. Eddy takes a collaborative approach to his clients to ensure he provides relevant and practical information, which assist in building long-term business success by adopting a holistic approach.
Eddy holds a Master of Business (E-Business) (2002), Bachelor of Business (Accountancy) (1991) and a Graduate Diploma of Commerce (1998), all attained at the University of South Australia. He completed the Certified Practicing Accountant (CPA) Program in 1997 and attained his CPA Public Practice Licence in 2010. Eddy is also a member of the Australian Tax Institute and is a Chartered Tax Advisor (CTA).
He is actively engaged in the Adelaide Italian community and provides pro-bono support to the Veneto Italian Club. Eddy is passionate about the Italian culture and reconnecting the next generation encouraging them to take an interest in their heritage.
MICHAEL QUAN | PARTNER CA, CTA
Michael is the newest addition to the ODV partnership having commenced as an Associate in 2013 before becoming partner in mid-2014. Prior to ODV, Michael worked with Clipsal, an Australian brand of electrical accessories and subsidiary of Schneider Electric, as well as in private practice.
Michael works across tax compliance and planning, and specialises in working with new start-ups and first-time entrepreneurs. He also works with clients in providing general business advice, specifically around asset protection and business structure. Michael prides himself on being able to advise clients in how to correctly set up new business in order to avoid costly mistakes and to set the foundation for growth, or as he describes, ‘getting it right the first time’.
His strengths lie in his technical knowledge in setting up and structuring new business. He enjoys taking the time to work with his clients to ascertain their needs and objectives and then establish a plan to work toward achieving those goals.
Michael takes a forward-thinking approach and is passionate about assisting clients to plan and develop growth. His genuine care and willingness to help allow him to support, educate and enable his clients to succeed.
DARREN CHEEK | DIRECTOR FINANCIAL SERVICES DipFP ChLP
Darren has been involved in the financial services and insurance sectors for most of his working life. Darren’s father was a successful Life Insurance Agent and through his personal experience, he recognised the value and importance in providing trusted advice. He joined ODVS in 2001 and brings more than 27 years’ experience in financial services.
Darren focuses on insurance, specifically in areas including Income Protection, Life cover, Trauma cover and personal risk insurance. He takes great satisfaction in ensuring his clients are always well protected and that if the need arises to use their insurance, the process is quick, easy and stress free.
His strengths lie in his product and industry knowledge, and his client management and ability to sustain good, long-term relationships. Darren’s approach is adaptive and understanding and he is always accessible to his clients. This knowledge has seen him sort after on various life insurance companies advisory boards and also sees him currently sitting on the Millennium 3 Advisory Board that was voted in by his peers.
Darren holds a Diploma in Financial Services (2007) attained through Kaplan Education and is a Chartered Life Practitioner. He is a member of the Australian Association Financial Advisors (AFA) and Million Dollar Round Table (MDRT), an International Financial Services Association.
He has received various accolades for his work – most recently, he won Risk Advisor of the Year for South Australia 2016. This being the 3rd year in a row (2014,2015,2016) he has been honoured with this award which recognises oustanding leadership, innovation and professional approaches to servicing client needs. ODV Financial Services was also a top three finalist in the millennium3 Most Professional Practice in Australia (2014).
Darren is actively involved in cricket, having held various leadership roles on committees and is currently the Vice President of the Coromandel Cricket Club. One of Darren's highlights was charity ride that he completed in January 2014 for a great organisation Hands Across the Water. He raised over $10,000 and then rode a bicycle with a group from Bangkok to the childrens orphanage at Khoa Lak in Thailand. A distance of over 800km's in 8 days.
LEE SQUEO | DIRECTOR ODV LENDING
Lee has worked in the financial services sector for more than 31 years; this has encompassed loan writing and products including property, car and commercial loans, as well as asset finance and refinancing. Lee is a finance broker and Director of ODV Lending Pty Ltd and has been part of the team since 2011.
Lee specialises in property loans, focusing primarily on residential property, owner-occupied home loans and investments. He also works on refinancing to get his clients better deals on existing loans. Lee has extensive experience and strong networks in the industry and he understands the process and pitfalls in purchasing property.
His strength lies in building long-term client relationships – he has clients he’s been helping for more than 20 years and is now also working with their children in investing in first home purchases; testament to trust and his genuine client care. Lee loves the thrill of helping people – whether that means getting a better rate or getting a deal over the line, and he will always go the extra mile for his clients.
Lee’s approach is conservative and considerate, which coupled with his product knowledge, enable him to provide the right product to best fit client needs.
Lee holds a Diploma in Financial Services (Finance and Mortgage Broking Management) attained through the AAMC Training Group in 2011 and has held an Australian Credit Licence since 2011. He is a member of the Mortgage and Finance Association of Australia (MFAA) and the Credit Ombudsman Service Limited. (COSL)
RENA TAYLOR | ACCOUNTING CONSULTANT CPA, CTA
Rena has more than 20 years’ experience in tax and accounting and was formerly a partner at ODV. Rena has extensive knowledge of personal, partnership, trusts and company structures in taxation and works with clients in small-to-medium business and within the medical fraternity. Having grown up working in her family-owned cafés, she has first-hand insight and experience into the challenges and family dynamics of operating a business.
Rena holds a Bachelor of Business (Accountancy) attained at the University of South Australia (1997), she completed the Chartered Practicing Accountancy (CPA) Program in 2002 and is a Chartered Tax Advisor (CTA) and member of the Australian Tax Institute. Prior to undertaking study in accounting, Rena was a qualified nurse – her genuine love of helping people is evident in the long-term client relationships she’s established at ODV.