Principal
Mitre Wealth Management
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Stephen O'Connor Cfp Email & Phone Number
Principal
at
Mitre Wealth Management
1 work email found
@mwm.net.nz
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal
Location
Invercargill, Southland, New Zealand
Who is Stephen O'Connor Cfp? Overview
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Quick answer
Stephen O'Connor Cfp is listed as Principal at Mitre Wealth Management, based in Invercargill, Southland, New Zealand. AeroLeads shows a work email signal at mwm.net.nz and a matched LinkedIn profile for Stephen O'Connor Cfp.
Stephen O'Connor Cfp previously worked as Director at Harness Racing New Zealand and Chairman at W D King (1996) Limited. Stephen O'Connor Cfp holds B Com, Accounting from University Of Otago.
Company email context
Email format at Mitre Wealth Management
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{first}@mwm.net.nz
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AeroLeads found 1 current-domain work email signal for Stephen O'Connor Cfp. Compare company email patterns before reaching out.
Profile bio
About Stephen O'Connor Cfp
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.
Listed skills include Wealth Management, Strategic Planning, Certified Financial Planner, Corporate Governance, and 3 others.
Current workplace
Stephen O'Connor Cfp's current company
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18 roles · 27 years
Stephen O'Connor Cfp work experience
A career timeline built from the work history available for this profile.
Director
Current
Oct 2024 - Present
Principal
Current
Mitre Wealth Management
One of Southland’s longest established Investment Advisory and Financial Planning practices, Mitre Wealth Management provide comprehensive fee-based financial advice.
Oct 1992 - Present
Chairman
CurrentW 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!
Apr 2017 - Present
Director
Current
Recycle South (Formerly Sde)
Recycling is what we do but enriching the lives of people living with disability through offering meaningful employment and personal development is our purpose.
Jan 2014 - Present
Chairman
Recycle South (Formerly Sde)
Jan 2017 - Dec 2023
Director
In 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.
Oct 2018 - Sep 2022
Member
Authorised Financial Advisers Code Committee
The 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.
Nov 2014 - Mar 2021
Director
Invest South is a private equity fund investing in businesses connected to the south of New Zealand.
Sep 2015 - Jun 2019
Trustee
From 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.
Jun 2015 - May 2019
Trustee
Ymca Of Invercargill Charitable Trust
2000 - May 2016
Chairman
Ymca Of Invercargill Charitable Trust
May 2004 - May 2011
Chairperson
Jan 2009 - Mar 2010
Director
Financial 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.
Jan 2007 - Mar 2010
Council Member
Apr 2003 - Mar 2010
Director
Rugby Southland Inc
Home of the Southland Stags
Dec 2001 - Apr 2009
President
Apr 2004 - Jun 2005
Apr 1999 - Jun 2005
2 education records
Stephen O'Connor Cfp education
B Com, Accounting
Dip Pfp, Personal Financial Planning
FAQ
Frequently asked questions about Stephen O'Connor Cfp
Quick answers generated from the profile data available on this page.
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 Mitre Wealth Management?
Stephen O'Connor Cfp is listed as Principal at Mitre Wealth Management.
What is Stephen O'Connor Cfp's email address?
AeroLeads has found 1 work email signal at @mwm.net.nz for Stephen O'Connor Cfp at Mitre Wealth Management.
Where is Stephen O'Connor Cfp based?
Stephen O'Connor Cfp is based in Invercargill, Southland, New Zealand while working with Mitre Wealth Management.
What companies has Stephen O'Connor Cfp worked for?
Stephen O'Connor Cfp has worked for Mitre Wealth Management, Harness Racing New Zealand, W D King (1996) Limited, Recycle South (Formerly Sde), and Financial Advice New Zealand.
How can I contact Stephen O'Connor Cfp?
You can use AeroLeads to view verified contact signals for Stephen O'Connor Cfp at Mitre Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Stephen O'Connor Cfp attend?
Stephen O'Connor Cfp holds B Com, Accounting from University Of Otago.
What skills is Stephen O'Connor Cfp known for?
Stephen O'Connor Cfp is listed with skills including Wealth Management, Strategic Planning, Certified Financial Planner, Corporate Governance, Leadership, Financial Planning, and Retirement Planning.
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