Lionel O'Mally

Purpose Planning

7 Yrs Experience
Baulkham Hills, NSW 2153

As a Financial Planner & SMSF Specialist Advisor with Purpose Planning. I provide a range of services across all sectors of financial planning, giving holistic Financial Advice. My purpose is to help consumers navigate through their stages of life and guiding my clients to make more informed financial decisions to Plan, Protect and Prosper with their Wealth.


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 16
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualification
    • Bachelor of Financial Advising
  • Language spoken
    • English

Purpose Planning

Suite 305, 11 Solent Cct
Baulkham Hills, NSW 2153

Opening hours

  • 9:00am – 4:00pm Saturday
  • 9:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Axies Pty. Ltd.

AFSL 339384