Alex O'Neill

Plan Financial Solutions

Gold
11 Yrs Experience
Cabarita Beach, NSW 2488

Plan Financial Solutions

3C&D, 35 Tweed Coast Rd
Cabarita Beach, NSW 2488

At a glance

  • Adviser status Gold
  • First year providing advice 2014
  • Years of experience 11
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Wills & Estates

Licensed by

Politis Investment Strategies Pty Ltd

AFSL 253125