About Otivo
Otivo started with a simple but powerful mission — to make quality financial advice accessible to everyone.
Back in 2015, founder and CEO Paul Feeney realised something had to change. Traditional advice was too expensive and too complex, leaving most Australians to figure out their finances on their own. So he set out to create something different — a licensed digital advice platform designed to help everyday Australians be better off.
Today, we partner with leading super funds, employers, and advice practices — including Colonial First State, Suncorp, Rio Tinto, Latitude, and Ernst + Young — helping thousands of people take control of their money every day.
“At Otivo, we want to help every Aussie take control of their financial future — because when you’re better off, our whole community is better off too.”
Redefining advice through innovation
From an idea on a whiteboard to one of Australia’s most trusted digital advice platforms, Otivo blends compliant advice with technological innovation.
Paul Feeney founds Otivo to make quality financial advice affordable and accessible for all Australians.
Secures an Australian Financial Services Licence (AFSL) and appoints Hon. Bernie Ripoll as inaugural Chair.
Expands into super, contributions, insurance, savings and debt advice — creating a fully digital end-to-end advice experience.
Launches Australia's first licensed advice, subscription-based advice platform.
Welcomes new partners including Suncorp, Rio Tinto, Medibank and others, strengthening the board with Ross Barnwell.
Ian Knox appointed Chair. Otivo delivers a major UX overhaul, launches a next-generation advice engine and partners with Colonial First State.
Introduces Ask Otivo — Australia's first AI-powered, fully licensed digital advice assistant.
Launched a true hybrid advice offering with human-led advice and achieved ISO/IEC 27001 certification for information security.
Meet our leadership team
Otivo’s leadership team combines extensive experience in advice, technology, banking, advertising and media, all with a shared purpose of helping Australians be better off.
