MenuGregory O'Connell CFP®
About Me
Greg has over 18 years of financial planning experience. His experience is in superannuation, Self Managed Super Funds and retirement planning as well as investments, personal life insurance, Aged Care and Centrelink benefits. His main reason for being a financial adviser is his genuine interest and passion of helping people, and establishing and developing long term relationships with clients to be there for them at all stages of their lives.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree -
Years of Experience 18 Years -
Licensed By Charter Financial Planning Limited
