Tanya Oddo
Since Tanya completed her double degree in 1998, she has worked in the financial services industry. Through varying roles she accumulated a wealth of experience but her talents and passion for all things technical led her to the specialised role of Paraplanner. Her hard work and dedication was recognised in 2006 when she was awarded the NSW Paraplanner of the Year. What drove her, was building a personal strategy for each client, using all their resources to map the best way forward.
As happens when you work hard in a chosen field, her knowledge quickly outgrew the role and she expanded her skill set to client-facing financial adviser, culminating in starting her own company, Steps Financial, in 2013.
Tanya’s analytical mind means that she can see through figures and chaos, right to the heart of matters, deciphering and simplifying as she goes. She can then relate this back to clients in an easy-to-follow and implement financial plan, where she guides you along every step.
She specialises in creating insurance solutions for busy professionals and families, and for developing their cash flow plan. Tanya has been a guest on ABC Radio’s Nightlife program to discuss family cash flow planning and the importance of money strategies for women.
Tanya holds the following qualifications:
She holds a Diploma of Financial Services (Financial Planning) and a double Bachelors’ Degree in Arts & Commerce from Wollongong University. She is registered as a Tax (financial) Adviser with the Tax Practitioners Board (Nr. 25014610). She successfully sat the FASEA Exam in May 2021.
What clients love about Tanya:
Other team members
Antoinette Mullins
As a qualified youth worker and trauma counsellor, Antoinette brings a different skillset to her role as financial adviser. This has enabled her to provide emotional support to clients going through a difficult time, as well as financial advice to improve their situation.…