Peter O'Callaghan

Peter O'Callaghan Email and Phone Number

Experienced Financial Planner @ MSI Taylor Wealth Management
australia
Peter O'Callaghan's Location
Greater Brisbane Area, Australia
Peter O'Callaghan's Contact Details

Peter O'Callaghan work email

Peter O'Callaghan personal email

n/a
About Peter O'Callaghan

I am a ‘hands on’ financial planner with more than 30 years experience advising clients. I’m a Partner at MSI Taylor Wealth Management, a professional financial services firm with offices in Toowong and on the Gold Coast. I believe people are not driven by the desire to make money for money’s sake but rather that lifestyle and other personal objectives underpin motives to work and earn a living. Be that educating kids, taking holidays, more travel, a nicer house, or retiring early. Accordingly I see my role as helping clients to articulate their objectives (be they short or longer term), understand their strategic options, and then make informed choices. I am passionate about how financial planning can enhance lives. I am committed to the pursuit of ongoing education to ensure I am able to better assist my clients to make those important decisions. I have previously worked in senior roles within boutique financial planning businesses, banks, Accounting practices and superannuation funds. For the past 6 years I have run my own business and I am relishing the chance to operate my business based on my philosophies.

Peter O'Callaghan's Current Company Details
MSI Taylor Wealth Management

Msi Taylor Wealth Management

View
Experienced Financial Planner
australia
Website:
msitaylor.com.au
Employees:
32
Peter O'Callaghan Work Experience Details
  • Msi Taylor Wealth Management
    Director
    Msi Taylor Wealth Management Jul 2012 - Present
    Toowong
    At MSI Wealth Management we are committed to providing our clients with the wisdom to make the right financial decisions. We focus on really understanding our clients, their situation, aspiration and goals to enable us in putting together a plan that they can be excited about and take ownership of. No two financial plans are the same, especially when you take into account the different stages of life. For instance a person in their 30s will need very different advice from someone in their 60s. Within each of these life stages there are different priorities, financial challenges and goals that individuals face. By preparing and planning for the next stage of life you will stand the best chance of fulfilling your dreams and aspirations.
  • Msi Taylor Wealth Management
    Education Advocate & Mentor
    Msi Taylor Wealth Management Jul 2012 - Present
    I am deeply committed to the concept of ongoing education. I believe that as a professional adviser I have a responsibility to stay up to date with the rapid pace of change in our industry and to continually enhance my capacity to better advise and educate my clients. I am a firm believer in sharing knowledge and as such I am actively involved in the AFA’s Mentor program, and have delivered lectures to university students and university graduates about financial planning as a career.
  • Royal Australian Air Force
    Personnel Capability Officer
    Royal Australian Air Force Mar 2008 - Present
    Amberley
  • Active Financial Planning Pl
    Partner
    Active Financial Planning Pl Apr 2009 - Aug 2012
    Brisbane, Australia
    Financial Planner, marketing manager, CSO, paraplanner, chief cook, and bottle washer.
  • Active Financial Planning
    Manager Financial Planning
    Active Financial Planning Apr 2009 - Jun 2012
    We provide financial planning strategies and advice, empowering our clients to make informed decisions in relation to growing and protecting their wealth.
  • State Super Financial Services
    Regional Manager
    State Super Financial Services Nov 2007 - Apr 2009
  • Telstra Super Financial Planning
    Senior Financial Planner
    Telstra Super Financial Planning Sep 2003 - Nov 2007
  • Rabo Financial Advisors
    Regional Manager
    Rabo Financial Advisors Sep 2002 - Sep 2003
  • Anz Private Bank
    Senior Financial Planner
    Anz Private Bank 2000 - 2002
  • Commonwealth Financial Services
    Financial Planner
    Commonwealth Financial Services 1998 - 2000
    Bundaberg Region

Peter O'Callaghan Skills

Wealth Management Wealth Strategic Financial Planning Financial Planning Investments Superannuation Estate Planning Investment Advisory Financial Planners Investment Strategies Retirement Planning Financial Advisory Retirement Finance Succession Planning Portfolio Management Pensions Income Protection Smsf Financial Services Business Planning Risk Management Tax Wealth Accumulation Honest Public Speaking Relationship Building Ethical Networking Verbal Communication Investment Management Personal Finance Asset Allocation Insurance Storytelling Strategy Mentor Enthusiastic Marketing Independent Financial Advice

Peter O'Callaghan Education Details

Frequently Asked Questions about Peter O'Callaghan

What company does Peter O'Callaghan work for?

Peter O'Callaghan works for Msi Taylor Wealth Management

What is Peter O'Callaghan's role at the current company?

Peter O'Callaghan's current role is Experienced Financial Planner.

What is Peter O'Callaghan's email address?

Peter O'Callaghan's email address is pe****@****.com.au

What schools did Peter O'Callaghan attend?

Peter O'Callaghan attended Macquarie University, Deakin University, Certified Financial Planner, University Of Adelaide.

What are some of Peter O'Callaghan's interests?

Peter O'Callaghan has interest in Children, Economic Empowerment, Education, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief, Arts And Culture.

What skills is Peter O'Callaghan known for?

Peter O'Callaghan has skills like Wealth Management, Wealth, Strategic Financial Planning, Financial Planning, Investments, Superannuation, Estate Planning, Investment Advisory, Financial Planners, Investment Strategies, Retirement Planning, Financial Advisory.

Who are Peter O'Callaghan's colleagues?

Peter O'Callaghan's colleagues are Jenny Zeng, Julie Holland, Hosanna Jale, Mark Connolly, Sammi Gu, Matthew Harris, Cameron Anderson.

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