Nov 2024 - Present
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Paul Yeo Email & Phone Number
Solutions for better financial outcomes
at
Odyssey Financial Solutions
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✓ Verified Jul 2026
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Profile completeness 86%
Current company
Role
Solutions for better financial outcomes
Location
Greater Melbourne Area, Australia
Company size
Who is Paul Yeo? Overview
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Quick answer
Paul Yeo is listed as Solutions for better financial outcomes at Odyssey Financial Solutions, a with 8 employees, based in Greater Melbourne Area, Australia. AeroLeads shows a matched LinkedIn profile for Paul Yeo.
Paul Yeo previously worked as Senior Financial Adviser at Odyssey Financial Solutions and Senior Financial Adviser at Wealth Foundry. Paul Yeo holds Master Of Commerce, Finance & Financial Planning from Deakin University.
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Email format at Odyssey Financial Solutions
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Odyssey Financial Solutions
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Profile bio
About Paul Yeo
Having worked for some of the biggest financial institutions in Australia, my career in financial services and wealth management gave me the opportunity to serve over 4,000 Australians and counting.I partner with clients to build them a better tomorrow through smart financial strategies and solutions.
Current workplace
Paul Yeo's current company
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Odyssey Financial Solutions
8 roles
Paul Yeo work experience
A career timeline built from the work history available for this profile.
Senior Financial Adviser
Wealth Foundry
Retirement planning specialist in SMSF
May 2023 - Sep 2024
Wealth Coach And Financial Strategist
Your Wealth Game Plan
My career in financial services and wealth management gave me the opportunity to serve over 4,000 Australians.The most common challenge most people have when building wealth is how to do it in a way that is RIGHT for them.And the biggest problem is having too much information and biased advice out there!Unfortunately when engaging with professionals, one might tell you something different from the other; muddying an already murky water!I hep bring clarity so that you can master the financial game.
Sep 2020 - Jul 2024
Financial Adviser And Co-Founder Of Journeynest
Holistic approach to life, relationship and money.
Aug 2019 - Sep 2021
Financial Planner
Provided strategic and tailored financial advice and significantly improved team members’ engagement through regular leadership meetings and coaching.Constantly sought ongoing improvement in client and stakeholder engagement through sharing best practice including presentations at regional annual professional development events for two consecutive years.
Oct 2016 - Aug 2019
Advanced Financial Advisor
Led all areas of financial advice by providing weekly staff training as well as mentored new Financial Advisers to improve effectiveness with a particular focus on engagement and operating rhythm.
Jun 2014 - Oct 2016
Superannuation Advice Officer
Improved the financial education of HESTA members by articulating complex financial concepts, such as transition to retirement pension and superannuation, in language which resonated well with each individual.
Jun 2012 - Jun 2014
Customer Service Consultant
Jul 2011 - May 2012
2 education records
Paul Yeo education
Master Of Commerce, Finance & Financial Planning
Bachelor Of Applied Science (Basc), Health Sciences (Nutrition And Exercise Science)
Deakin University
FAQ
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Quick answers generated from the profile data available on this page.
What company does Paul Yeo work for?
Paul Yeo works for Odyssey Financial Solutions.
What is Paul Yeo's role at Odyssey Financial Solutions?
Paul Yeo is listed as Solutions for better financial outcomes at Odyssey Financial Solutions.
Where is Paul Yeo based?
Paul Yeo is based in Greater Melbourne Area, Australia while working with Odyssey Financial Solutions.
What companies has Paul Yeo worked for?
Paul Yeo has worked for Odyssey Financial Solutions, Wealth Foundry, Your Wealth Game Plan, Journeynest Pty Ltd, and Commonwealth Bank.
How can I contact Paul Yeo?
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What schools did Paul Yeo attend?
Paul Yeo holds Master Of Commerce, Finance & Financial Planning from Deakin University.
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