Lionel O'Mally
About Me
Lionel O'Mally – Retirement Planning Specialist
Based in Norwest NSW Sydney, Lionel O'Mally is a dedicated Financial Planner who travels across New South Wales to (Bathurst, Orange, Dubbo, Bourke, and South Coast NSW) to provide personalised retirement planning services to his clients. With a deep understanding of the complexities and challenges that come with planning for retirement, Lionel is committed to helping you make informed decisions that will secure your financial future.
As the author of the 'Little Book of Retirement Concepts,' Lionel combines his expertise with a passion for guiding clients through the essential steps to Plan, Protect, and Prosper. Whether you're approaching retirement or already enjoying it, Lionel's holistic approach ensures that every aspect of your financial well-being is taken care of.
Reach out today to start planning your retirement with a specialist who will be with you every step of the way.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 7 Years
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Licensed By Axies Pty. Ltd.
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Advice Fees From $2,750
Sydney, NSW 2000