Vicki O'Connor

Hell Yes! Financial Advice Pty Ltd

Platinum
22 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 4.90
  • Number of reviews 19
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Hell Yes! Financial Advice Pty Ltd

Suite 2A, 133 Darling St
Dubbo, NSW 2830

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Viridian Select Pty Ltd

AFSL 515762

4.90
19 Reviews
5
4
3
2
1
4.90
Clear communication
4.85
Knowledge & expertise
4.95
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 19

Sort by

5.00

"We are always comfortable with our working sessions with Vicki and Hell Yes. Her practical and common sense is always 'right on the button'. Bob 2830"

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Vicki has been our guiding light for several years now. Her concern for our personal interest, life style, and financial security is second to none. Our ability to reach team members to answer any queries and guide us through the myriad of financial opportunities is a valued asset in todays ever complex world."

  • Government Assistance
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Vicki is lovely to deal with. She spoke with confidence & shared her knowledge clearly. Her explanations were clear & concise & easy to understand. I felt at ease knowing that Vicki’s advice was genuine & based on her vast experience."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"all good"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Vicki has advised me about my superannuation and retirement plans. She has explained clearly the effect of the recent pandemic and where to from here. Vicki’s knowledge and experience give me confidence that I am preparing myself well for retirement. I appreciate her commonsense approach that is realistic and honest. Vicki always has time for me when I need it and I enjoy our catch ups as well as finding them I informative."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Vicki has given me advice in areas including cash flow, investments including my direct share portfolio, my age pension and my estate planning. Vicki was usually able to explain things to me in a clear way. Through Vicki's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Vicki's full care and attention when I needed it.'"

  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"All the above"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have known Vicki for about 8 years and have always been very happy w the service and advice she offers, including my loan repayments; my superannuated fund; managing debt and my lifestyle goals. Vicki has always explained all these matters and other questions that I may have had very clearly and concisely. I have every confidence in Vicki and can always call in her if I need."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have complete confidence in Vicki,and her knowledge and ability. I would recommend her as an advisor."

  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Vicki has been the one stable influence in regard to my SMF, and what I need to do to get to where I want to be in retirement. She has always been there for us whenever we have needed her, even at short notice and she I believe has our best interests at heart above all else."

  • Government Assistance
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2017

Self Managed Superannuation Funds (SMSF) (Accountants Package)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
1997

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2007

Bachelor of Financial Administration

Level
7 - Bachelor Degree
Institution
University of New England (UNE)
Completed
1983

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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