Zev Mekler

Zev is a Director of O&M Financial Services Pty Ltd with over 30 years experience in the Banking, Financial and Insurance Industries.

Zev has completed the following tertiary qualifications:

Completed DFP Equivalent Area of Competency
DFP 1 DFP 1 General Industry Knowledge
DFP 2 DFP 2 Risk Insurance
Investment Planning 1 DFP 3 Non – Superannuation Investment
DFP 4 DFP 4 Superannuation & Retirement Planning

To ensure his knowledge is fully up to date, he regularly attends seminars, training sessions, investment briefings and conferences. M3’s policy requires Zev to attend at least the equivalent of 30 CPD points of approved training each year. Zev is authorized to provide advice and deal in the following specific areas and products:

  • Superannuation (Personal, Employer Sponsored or SMSF)
  • Retirement & Centrelink Planning (Including Allocated Pensions, Annuities & Rollovers)
  • Managed Investments including investor directed portfolio services (eg. Master Funds and Wrap Services) and Investment, Insurance Bonds.
  • Risk Products (eg. Term Life, Trauma Insurance, Income Protection)
  • Deposit and Payment Products (eg. Cash Management Accounts)
  • Self Managed Superannuation Funds (DIY)
  • Property Investments (via referrals)

Ron Ogilvie

Master of Business (Finance)  – UTS
Bal of Commerce ( Accounting with merit)  – UNSW

Ron is a Director of O&M Financial Services Pty Ltd and has over 20 years’ experience in the Banking, Financial and Insurance Industries.

Ron has completed the following tertiary qualifications:

Completed DFP Equivalent Area of Competency
Introduction to Financial Planning
[Securities Institute of Australia]
DFP 1 General Industry Knowledge
Superannuation &
Retirement Planning
DFP 2 [Deacon University] DFP 2 Risk Insurance
DFP 3 [Deacon University] DFP 3 Investment Planning
DFP 6 DFP 6 Estate Planning

To ensure his knowledge is fully up to date, he regularly attends seminars, training sessions, investment briefings and conferences. M3’s policy requires Ron to attend at least the equivalent of 30 CPD points of approved training each year. Ron is authorized to provide advice and deal in the following specific areas and products:

  • Superannuation (Personal, Employer Sponsored or SMSF)
  • Retirement & Centrelink Planning (Including Allocated Pensions, Annuities & Rollovers)
  • Managed Investments including investor directed portfolio services (eg. Master Funds and Wrap Services) and Investment, Insurance Bonds.
  • Risk Products (eg. Term Life, Trauma Insurance, Income Protection)
  • Deposit and Payment Products (eg. Cash Management Accounts)
  • Self Managed Superannuation Funds (DIY)
  • Property Investments (via referrals)
Ron Ogilvie

Ron Ogilvie

Director

Master of Business (Finance) - UTS
Bal of Commerce ( Accounting with merit) - UNSW

Ron is a Director of O&M Financial Services Pty Ltd and has over 20 years’ experience in the Banking, Financial and Insurance Industries.