MenuVicki O'Connor CFP®
About Me
I believe my role is to help you define your lifestyle vision by articulating this vision into personal financial goals. I then work with you to plan the actions to achieve your personal goals. Once I help you implement the actions, I will become your coach to make sure you remain on track to achieve your personal goals.
Areas of Focus
- Aged care
- Cashflow management
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Tax strategies
- Wealth management
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Years of Experience 26 Years
Also meet me here:
Suite A, 238 Howick Street,
BATHURST, NSW 2795
BATHURST, NSW 2795
