Rob O'Donnell phone numbers
Like many others I’ve spent my working life doing something I never thought I’d do. When I was at school I wanted to do something medical - but didn't really know what. Long story short I didn’t get the marks I needed for Medicine, did a Commerce degree and my first real job was working for a Bank. While we all like to knock the banks, it was actually a great place to start a career and get exposed to finance, law, property, investments, people, goals and achievement.I moved out of banking and into Financial Planning 22+ years ago looking for a way to be in control of my own destiny - tick. And low and behold - now I do what doctors do - tick.• I see lots of patients (clients) • I find out about their (financial) health and goals• I give prescriptions (strategies) that help them get well and • I get them to buy into the solutions so they can stay well long term.Things I love about the Financial Planning are• people think finance is complicated and I get to show them it's much simpler than they thought• I get to use my nerdy side and come up with strategies that make a difference• we show people how to be in control of their own future.The clients I tend to work with come via their accountants or as referrals from family or friends. They are often • hard working, time poor, small business owners who appreciate that good advice and strong relationships allow them to focus on what they do well.• employees who have already started building wealth for their retirement but don't know if they are on track.• people approaching or in retirement who want the maximum benefit from the years of work they've invested and are looking forward to some peace of mind in retirement.Outside work I enjoy surfing Noosa's point breaks, the view from the middle of a Rugby field, hacking up a golf course, noodling on my guitar and coffee and red wine with friends.BDMs note. Send me emails that mention "reaching out" or "connecting" and you won't get in the front door!
Sunshine Coast & District Rugby Referees Association
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Rugby RefereeSunshine Coast & District Rugby Referees AssociationQueensland, Australia
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Rob O'Donnell - Owner And Lead AdvisorStratogen Financial Planning Jul 2004 - PresentSunshine Coast And Mount IsaI've been leading the team at Stratogen Financial Planning since 2005 and recently bought the business. We create strategies for clients centred on the Sunshine Coast and in Mount Isa and work with a number of accounting firms delivering fee based advice to small business owners, pre/retirees and SMSF trustees.http://www.stratogenfp.com.au/
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Rugby RefereeSunshine Coast & District Rugby Referees Association Mar 2004 - PresentSunshine CoastMy winter passion is Rugby and the best seat in the house is in the middle of the ground with a whistle!
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Lending Officer / Credit Analyst / Branch Manager / Business Banking Manager / Financial PlannerNational Australia Bank Apr 1992 - Jul 2004Cairns / Brisbane / Noosa
Rob O'Donnell Skills
Rob O'Donnell Education Details
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Financial Planning Association, AustraliaCertified Financial Planner Since 2004 -
Securities InstituteGraduate Diploma Of Financial Planning -
Bachelor Of Commerce (Bcom) -
Ignatius Park CollegeHigh School
Frequently Asked Questions about Rob O'Donnell
What company does Rob O'Donnell work for?
Rob O'Donnell works for Sunshine Coast & District Rugby Referees Association
What is Rob O'Donnell's role at the current company?
Rob O'Donnell's current role is Rugby Referee.
What is Rob O'Donnell's direct phone number?
Rob O'Donnell's direct phone number is +614040*****
What schools did Rob O'Donnell attend?
Rob O'Donnell attended Financial Planning Association, Australia, Securities Institute, James Cook University, Ignatius Park College.
What are some of Rob O'Donnell's interests?
Rob O'Donnell has interest in Rugby (Refereeing) And Surfing.
What skills is Rob O'Donnell known for?
Rob O'Donnell has skills like Superannuation, Self Managed Super, Retirement Planning, Centrelink Entitlements, Aged Care Planning, Straight Talking, Common Sense, Small Business, Strategic Financial Planning, Retirement, Financial Advisory, Wealth.
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Rob O'Donnell
Director Southern Suburbs Physiotherapy Centre. Distance Running Advice,Management & Prevention Of Running InjuriesGreater Melbourne Area1sspc.com.au -
2bigpond.net.au, minutemanpress.com
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2luxottica.com.au, theschooloflife.com
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