Course Overview

We are pleased to invite all ADAQ members to an upcoming webinar designed to help you step back and take a considered view of your overall financial position. 

This session will guide you through the key components of your financial world, helping to identify potential gaps in your finances and wealth-building strategies. You will gain valuable insights into what’s working well, and uncover potential opportunities that may be worth exploring. 

We will cover the core elements of a comprehensive financial health check, including personal insurance, investments, cash flow, superannuation, debt strategies and more. 

Presented by Oxlade Financial, Independent Financial Advisers, this webinar is designed to equip you with greater clarity and perspective. Please note, this session is general in nature and does not constitute personal financial advice.

Learning Objectives

What this session will cover: 

- How to conduct a personal financial health check 

- Cash flow management strategies 

- Investment strategy considerations 

- Superannuation strategies 

- Personal insurance fundamentals 

- Debt strategy and optimisation 


This session is ideal for those who: 

- Are seeking to build momentum and enhance their long-term wealth trajectory 

- Have established a strong financial foundation and are looking to refine/enhance their strategy  

- Would value greater structure, clarity and control across their financial affairs 

- Want to conduct a considered review of their current financial position or existing financial plan 


Please note: 

Any information or opinion that will be presented in this seminar is general in nature and does not consider any of your personal objectives, financial situation or needs.?Nothing in this seminar will be a replacement for advice nor a recommendation to you. You should seek personal advice from a registered financial adviser. The information in this seminar is intended to be an introduction to a complex topic and not exhaustive - no decisions should be based on this presentation.? 

PRESENTER BIOGRAPHY

Mark O'Flynn

Mark O’Flynn is the Managing Director and Principal Adviser at Oxlade Financial. He has been in the industry since 2005, and has been practicing as an Independent Advisor since 2015.

Mark was recognised as the Financial Advice Association Australia’s Certified Financial Planner® Professional of the Year in 2025. He was also recognised as one of the 50 most influential Financial Advisers in Australia in Financial Standards’ 2023 and 2024 FS Power50 Awards, and has been shortlisted for numerous other awards, including the ifa Excellence Awards, FPA Awards, Money Management Awards, PlanPlus Global Financial Planning Awards and the SMSF & Accounting Awards.

Mark established Oxlade Financial in 2022 as a proudly independent and people-first boutique financial advice firm. Mark is driven to simplify financial advice, optimise his clients’ goals and make a meaningful difference in people’s lives. His extensive qualifications and experiences are coupled with a true passion for helping his clients to truly enjoy their money, not just accumulate it.

Mark is a qualified Certified Financial Planner® and Chartered Financial Analyst®, holds a Bachelor of Economics and Bachelor of Commerce (Finance and Accounting), and has a Diploma in Financial Planning.

Shannon Victor 

Shannon Victor is a Partner & Financial Adviser at Oxlade Financial. Shannon’s path to becoming an Adviser wasn’t a straight line. After years in banking, lending and business development, she transitioned to financial advice because she wanted to make a tangible difference in people’s lives.

Shannon’s focus is clear – her clients, and their goals, dreams and financial future. She takes the time to truly understand each client, because good advice is about much more than just numbers. Shannon is passionate about helping clients to create the life they want, with confidence and clarity.

Shannon is an energetic and client-focused Adviser who goes above and beyond to make sure her clients receive the best possible advice and service. She shares Oxlade’s dedication to independent advice, consistently operating with transparency and integrity.

Shannon was recognised as one of only three Finalists in the Financial Advice Association Australia’s Gen Next Rising Star Award in 2025, and she’s also been named as Finalist in multiple other awards, including the ifa Excellence Awards 2025 and Women in Wealth Awards 2026.
Shannon is a qualified Certified Financial Planner®, and holds a Master of Applied Finance (Financial Planning), a Bachelor of Commerce (Finance) and a Diploma in Financial Planning. She is a member of the Financial Advice Association Australia’s Inspire Committee, and a previous committee member of Women in Finance QLD.