Vicki O'Connor

Hell Yes! Financial Advice Pty Ltd

Platinum
24 Yrs Experience
Dubbo, NSW 2830

Vicki has been working in the finance industry since 1984. She started in Business Advisory (Accounting and Taxation) before beginning to specialize in Portfolio Wealth Management and in providing strategic and investment advice.

She has extensive experience in financial planning strategies, superannuation and Self Managed Superannuation Funds, retirement planning, social security advice,    portfolio management, taxation planning and estate and succession planning.

Vicki firmly believes that every client should have a sound plan to achieve their financial and lifestyle goals.

“The first step towards getting somewhere is to decide you’re not going to stay where you are.” — J.P. Morgan.

There should be strategies in place to maximize the opportunities available to every person to allow them to have their dream lifestyle.

Vicki is a member of the Financial Planning Association being a Certified Financial Planner (CFP) and a member of the Institute of Chartered Accountants (CA). In addition, Vicki has met all the additional education requirements imposed by law in recent years.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.92
  • Number of reviews 19
  • First year providing advice 2000
  • Years of experience 24
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Hell Yes! Financial Advice Pty Ltd

Suite 2A, 113 Darling St
Dubbo, NSW 2830

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Viridian Advisory Pty Ltd

AFSL 476223