Peter O'Callaghan Email and Phone Number
Peter O'Callaghan work email
- Valid
- Valid
Peter O'Callaghan personal email
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.
Msi Taylor Wealth Management
View- Website:
- msitaylor.com.au
- Employees:
- 32
-
DirectorMsi Taylor Wealth Management Jul 2012 - PresentToowongAt 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. -
Education Advocate & MentorMsi Taylor Wealth Management Jul 2012 - PresentI 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.
-
Personnel Capability OfficerRoyal Australian Air Force Mar 2008 - PresentAmberley -
PartnerActive Financial Planning Pl Apr 2009 - Aug 2012Brisbane, AustraliaFinancial Planner, marketing manager, CSO, paraplanner, chief cook, and bottle washer.
-
Manager Financial PlanningActive Financial Planning Apr 2009 - Jun 2012We provide financial planning strategies and advice, empowering our clients to make informed decisions in relation to growing and protecting their wealth.
-
Regional ManagerState Super Financial Services Nov 2007 - Apr 2009
-
Senior Financial PlannerTelstra Super Financial Planning Sep 2003 - Nov 2007
-
Regional ManagerRabo Financial Advisors Sep 2002 - Sep 2003
-
Senior Financial PlannerAnz Private Bank 2000 - 2002
-
Financial PlannerCommonwealth Financial Services 1998 - 2000Bundaberg Region
Peter O'Callaghan Skills
Peter O'Callaghan Education Details
-
Financial Services Law -
Financial Planning -
Certified Financial Planner -
Certificate In Smsf Studies
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.
Not the Peter O'Callaghan you were looking for?
-
2qbe.com, employersmutual.com.au
-
Peter O'Callaghan
Student Equity And Diversity Officer At Victoria UniversityGreater Melbourne Area -
1internode.on.net
-
4wyndarra.com, csiro.au, cockram.com, rspcansw.org.au
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial