Stephen O'Connor Cfp work email
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Stephen O'Connor Cfp personal email
I am a professional financial adviser with over 30 years experience in all aspects of financial advice. More recently I have chosen to specialise in the area of investment planning and wealth management.I also have extensive governance experience in a range of sectors. I have been involved in both the not-for-profit and commercial areas and have served at both national and international level.
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PrincipalMitre Wealth ManagementInvercargill, Nz
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DirectorHarness Racing New Zealand Oct 2024 - PresentChristchurch
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PrincipalMitre Wealth Management Oct 1992 - PresentInvercargillOne of Southland’s longest established Investment Advisory and Financial Planning practices, Mitre Wealth Management provide comprehensive fee-based financial advice.
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ChairmanW D King (1996) Limited Apr 2017 - PresentInvercargillW D King (1996) Ltd T/A Kings Fish Market is a 3rd generation family owned and operated seafood company based in Invercargill, Southland, New Zealand.Kings specialise in the processing and marketing of iconic Southland seafood including Stewart Island Salmon, Blue Cod and Bluff Oysters. We also produce handcrafted artesian Hot and Cold Smoked Salmon and fish from our factory smokehouse.Find our products in our retail factory store or buy online, also stocked in the best supermarkets and in the finest restaurants! -
DirectorRecycle South (Formerly Sde) Jan 2014 - PresentInvercargill, Southland, New ZealandRecycling is what we do but enriching the lives of people living with disability through offering meaningful employment and personal development is our purpose.
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ChairmanRecycle South (Formerly Sde) Jan 2017 - Dec 2023Invercargill, Southland, New Zealand
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DirectorFinancial Advice New Zealand Oct 2018 - Sep 2022Wellington, New ZealandIn 2018, Financial Advice New Zealand was created by three founding bodies – the PAA, IFA and NZFAA. We represent the interests of the public and our members, and strive to help Kiwis, and New Zealand as a whole, be financially better-off. -
MemberAuthorised Financial Advisers Code Committee Nov 2014 - Mar 2021New ZealandThe Code Committee was established under the Financial Advisers Act 2008 and maintains a Code of Professional Conduct for Authorised Financial Advisers (AFAs). The Code establishes minimum standards of competence, knowledge and skills, ethical behaviour and client care, along with minimum requirements for continuing education, and training, for AFAs.
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DirectorInvest South Sep 2015 - Jun 2019Invercargill, New ZealandInvest South is a private equity fund investing in businesses connected to the south of New Zealand. -
TrusteeCommunity Trust South Jun 2015 - May 2019InvercargillFrom Stewart Island to Glenorchy, Te Anau to Tapanui our vision is for 'A Thriving Southland' where communities are self-determining, active, healthy, connected and working together, both now and into the future. -
TrusteeYmca Of Invercargill Charitable Trust 2000 - May 2016Invercargill
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ChairmanYmca Of Invercargill Charitable Trust May 2004 - May 2011
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ChairpersonFinancial Planning Standards Board Ltd. Jan 2009 - Mar 2010 -
DirectorFinancial Planning Standards Board Ltd. Jan 2007 - Mar 2010Denver, UsaFinancial Planning Standards Board seeks to establish financial planning as a global profession, with the CFP marks as the global symbol of excellence in financial planning. Our mission is to benefit and protect the global community by establishing, upholding and promoting worldwide professional standards in financial planning.
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Council MemberFinancial Planning Standards Board Ltd. Apr 2003 - Mar 2010Denver, Colorado, United States
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DirectorRugby Southland Inc Dec 2001 - Apr 2009InvercargillHome of the Southland Stags
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PresidentInstitute Of Financial Advisers Apr 2004 - Jun 2005 -
DirectorInstitute Of Financial Advisers Apr 1999 - Jun 2005WellingtonThe profesisonal body for New Zealand financial advisers
Stephen O'Connor Cfp Skills
Stephen O'Connor Cfp Education Details
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Accounting -
Personal Financial Planning
Frequently Asked Questions about Stephen O'Connor Cfp
What company does Stephen O'Connor Cfp work for?
Stephen O'Connor Cfp works for Mitre Wealth Management
What is Stephen O'Connor Cfp's role at the current company?
Stephen O'Connor Cfp's current role is Principal.
What is Stephen O'Connor Cfp's email address?
Stephen O'Connor Cfp's email address is st****@****.net.nz
What schools did Stephen O'Connor Cfp attend?
Stephen O'Connor Cfp attended University Of Otago, The University Of Waikato.
What skills is Stephen O'Connor Cfp known for?
Stephen O'Connor Cfp has skills like Wealth Management, Strategic Planning, Certified Financial Planner, Corporate Governance, Leadership, Financial Planning, Retirement Planning.
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2insightbb.com, altuswealthmgt.com1 +122564XXXXX
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Steven O'Connor CFP®, QFA, RPA
Business Manager @ Retirement Specialists, Standard Life InternationalCounty Dublin, Ireland
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