Scott O'Donnell

Scott O'Donnell Email and Phone Number

Financial Planner at Contego Financial Solutions @ Contego Financial Solutions
australia
Scott O'Donnell's Location
Australia, Australia
Scott O'Donnell's Contact Details

Scott O'Donnell work email

Scott O'Donnell personal email

n/a
About Scott O'Donnell

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.

Scott O'Donnell's Current Company Details
Contego Financial Solutions

Contego Financial Solutions

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Financial Planner at Contego Financial Solutions
australia
Employees:
1
Scott O'Donnell Work Experience Details
  • Contego Financial Solutions
    Financial Planner
    Contego Financial Solutions Feb 2015 - Present
    Gold Coast
    Full 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
  • Hall Finance And Insurance (Hfi)
    Financial Planner
    Hall Finance And Insurance (Hfi) Jun 2013 - Feb 2015
    Gold Coast
    HFI 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.
  • Insure Qld
    Financial Planner
    Insure Qld Nov 2009 - May 2013
    Develop 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.
  • Westpac
    Relationship Manager
    Westpac 2007 - 2009
    New 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.
  • Anz
    Relationship Manager
    Anz 1999 - 2007
    Southport
    Final 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.
  • National Australia Bank
    Various
    National Australia Bank Dec 1991 - Mar 1999
    Gold Coast And Brisbane
    Range of roles was held commencing with Bank Teller, Lending Officer, Customer Service Supervisor and Assistant Manager in Business Banking.

Scott O'Donnell Skills

Insurance Financial Services Strategic Financial Planning Portfolio Management Superannuation Financial Advisory Investments Retirement Planning Income Protection Small Business Finance Wealth Financial Planning Retirement Banking Life Insurance

Scott O'Donnell Education Details

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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