Scott O'Donnell Email and Phone Number
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Scott O'Donnell personal email
Scott O'Donnell is a Financial Planner at Contego Financial Solutions at Contego Financial Solutions. He possess expertise in insurance, financial services, strategic financial planning, portfolio management, superannuation and 11 more skills.
Contego Financial Solutions
View- Website:
- contegofinance.com.au
- Employees:
- 1
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Financial PlannerContego Financial Solutions Feb 2015 - PresentGold CoastFull service financial planning business which specialises in:(1) making sure your investments assist you achieve your personal goals(2) assisting small business clients protect themselves and their business legacy(3) protecting your loved one's through structured insurance plans(4) implementing retirement plans to assist you achieve your retirement and lifestyle goals.Phone: 0432 460 600Email: scott@contegofinance.com.auContego Financial Solutions Pty Ltd (t/as Contego Finance) is a Corporate Authorised Representative # 472431 of Crown Wealth Group Pty Ltd AFSL 494274. Scott O'Donnell is an Authorised Representative # 342739 of Crown Wealth Group Pty LTd AFSL 494274 -
Financial PlannerHall Finance And Insurance (Hfi) Jun 2013 - Feb 2015Gold CoastHFI group of companies assists client throughout the financial sector with the availablity of Financial Planning, Finance options, Commercial and General insurance policies and accountancy services. Giving clients the complete structure to grow wealth, protect assets and minimise taxation. Give us a call.I can personally assist with insurance requirements including life, TPD, trauma and income protection insurances in addition to a full financial planning offerring including superannuation and general investment advice.
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Financial PlannerInsure Qld Nov 2009 - May 2013Develop and maintain a financial planning portfolio covering a full range of risk insurance and financial planning. This includes the provision of full advice relating to both protection and investment requirements. Principal focus on the investment market was on pre retirees and retirees. -
Relationship ManagerWestpac 2007 - 2009New business acquisition and client retention of business clients with a general lending requirement in excess of $750,000. Focused on the Northern Gold Coast area.
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Relationship ManagerAnz 1999 - 2007SouthportFinal role, which was held for three years, focused on new business development of business clients, generally with lending requirements above $500,000. Previous role was a Small Business Banking Manager which was focused on business clients with lending requirements between $100,000 and $500,000 approximately. -
VariousNational Australia Bank Dec 1991 - Mar 1999Gold Coast And BrisbaneRange of roles was held commencing with Bank Teller, Lending Officer, Customer Service Supervisor and Assistant Manager in Business Banking.
Scott O'Donnell Skills
Scott O'Donnell Education Details
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Commerce -
Business -
Southport State High School -
Southport State High School
Frequently Asked Questions about Scott O'Donnell
What company does Scott O'Donnell work for?
Scott O'Donnell works for Contego Financial Solutions
What is Scott O'Donnell's role at the current company?
Scott O'Donnell's current role is Financial Planner at Contego Financial Solutions.
What is Scott O'Donnell's email address?
Scott O'Donnell's email address is sc****@****.com.au
What schools did Scott O'Donnell attend?
Scott O'Donnell attended University Of Southern Queensland, Griffith University, Southport State High School, Southport State High School.
What skills is Scott O'Donnell known for?
Scott O'Donnell has skills like Insurance, Financial Services, Strategic Financial Planning, Portfolio Management, Superannuation, Financial Advisory, Investments, Retirement Planning, Income Protection, Small Business, Finance, Wealth.
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Scott O'Donnell
Business Manager At Department Of Jobs, Precincts And RegionsGreater Melbourne Area -
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