O&
Oliver & Finn Hall
Hall Household · Master file ID:
a-G027 · Updated 7mo agoHigh valueInvestorRepeat contactFirst Home Owner
Mobile
Email
Current address
59 Jacaranda Rd, Box Hill VIC
3128
Assigned broker
FS USER
This is Oliver's personal contact info — shared across every account they're on.
One source of truth: editing the mobile or email above instantly updates
every active/draft deal on every account this contact is linked to. Lodged deals keep their
snapshot.
Total assets
$5,564,000
7 items
Total liabilities
$1,171,000
2 items
Net position
$4,393,000
Gross income (annual)
$329,000
Employment $303,000 · Other $26,000
Monthly surplus (rough)
$15,267
Income $27,417 − repay $2,580 − exp
$9,570
Income & Employment
Senior Analyst
CBA · PAYG · since
27 Sept 2012
$151,000
p.a.
Relationship Manager
NAB · PAYG · since
23 July 2011
$152,000
p.a.
Other income
- Other Generated$26,000 p.a.
Assets
Total $5,564,000
Property (2)
Subtotal $4,485,000
PPR
Owner-occupied 174 Church St, Braddon
ACT 2612
$3,275,000
Owners Oliver Richardson · 50%Finn Hall · 50%
Secured by: Mortgage · ING · $1,166,000 @ 5.940574936964549% · LVR 36%
Holiday home
Holiday 197 Collins St, Adelaide
SA 5000
$1,210,000
Owners Oliver Richardson · 50%Finn Hall · 50%
Vehicle (1)
Subtotal $10,000
2017 Tesla Model 3
· 2020
$10,000
Owners Finn Hall · 100%
Savings (1)
Subtotal $36,000
High-interest savings
Macquarie HISA
$36,000
Owners Oliver Richardson · 50%Finn Hall · 50%
Shares (1)
Subtotal $530,000
Direct equities & ETFs
CBA, BHP, CSL, VAS, NDQ
$530,000
Owners Oliver Richardson · 100%
Super (2)
Subtotal $503,000
AustralianSuper super
HESTA
$261,000
Owners Oliver Richardson · 100%
REST super
UniSuper
$242,000
Owners Finn Hall · 100%
Liabilities
Total $1,171,000 · Monthly $2,580
Mortgage (1)
Subtotal $1,166,000 · Monthly $2,580
| Lender / Notes | Responsible | Balance | Limit | Rate | Monthly | Secured by |
|---|---|---|---|---|---|---|
ING | OR · 50%FH · 50% | $1,166,000 | — | 5.940574936964549% | $2,580 | PPR |
Credit Card (1)
Subtotal $5,000
| Lender / Notes | Responsible | Balance | Limit | Rate | Monthly | Secured by |
|---|---|---|---|---|---|---|
AMEX Platinum | OR · 100% | $5,000 | $60,000 | 22.99% | — | Unsecured |
Monthly expenses
Total $9,570
| Category | Description | Monthly | Annualised |
|---|---|---|---|
| Living | Groceries, utilities | $4,150 | $49,800 |
| Transport | Fuel, rego, servicing | $2,030 | $24,360 |
| Insurance | Home, contents, car | $1,080 | $12,960 |
| Discretionary | Dining, subs | $2,310 | $27,720 |
| Total | $9,570 | $114,840 | |
Net position by contact
Apportioned by ownership / responsibility shares.
- Oliver Richardson $2,463,500Assets $3,051,500 Liabilities $588,000
- Finn Hall $1,929,500Assets $2,512,500 Liabilities $583,000
This is the canonical fact-find for the account. Each item carries ownership/responsibility per contact, so the same person can hold a 50% share here and 100% on another account without double-counting.