MenuDavid O'Callaghan CFP®
About Me
I have been a financial adviser for over 30 years and during that time I have advised a broad range of clients including senior executives, business owners, high profile individuals, legal and medical professionals and retirees. My experience allows me to provide guidance to clients and give them confidence that they are making smart financial decisions. If you would would like to have a chat about whether my services can assist you, please get in touch.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Highest Level of Education Masters Degree -
Years of Experience 30 Years -
Licensed By Paragem Pty Limited
