Peter O'Callaghan CFP®

About Me

Peter is highly experienced with a broad depth of knowledge about all aspects of financial planning. Peter's business offers fee for service financial planning and us built upon the notion that money is only as effective as the lifestyle it can produce, and that the role of financial adviser is to empower clients to make informed choices about the future of their own finances. Peter is qualified to advise on wealth creation strategies, personal risk management, ASX listed shares, SMSF, business succession planning, small business financial planning, superannuation structures, Aged Care, cashflow planning, retirement planning, and gearing.

Areas of Focus

  • Aged care
  • Cashflow management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 29 Years
  • Licensed By
    Licensed By Fortnum Private Wealth Ltd
CERTIFIED FINANCIAL PLANNER®