Peter O'Callaghan

Msi Taylor Wealth Management Pty Ltd

Gold
27 Yrs Experience
Toowong, QLD 4066
Contrary to the opinion of some, financial advice is not just about investing money to generate returns, but rather about empowering clients to make informed decisions to achieve their financial and lifestyle objectives. This is achieved by building a strong relationship of trust, regular review and communication, and solid research. We exist to help articulate objectives, determine alternatives, and then via consultation, establish a strategy that will take our clients from "here to there" in the most efficient, cost-effective manner.

Expertise

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

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 1995
  • Years of experience 27
  • Highest qualification
    • Master of Financial Services Law
  • Language spoken
    • English

Msi Taylor Wealth Management Pty Ltd

Level 9, Toowong Tower, 9 Sherwood Road
Toowong, QLD 4066

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

5.00
7 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Peter is a professional through and through. His advice is always excellent and I find his knowledge of Finance a great help on many occasions. He is always willing to assist when I have a question that needs answering."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter is wonderful to both my son and I who suffers with chronic disability. Peter is highly intelligent, highly qualified in his profession and a committed family man. He has always shown my son and myself patience, courtesy and understanding in the many facets of financial management that our life circumstances necessitate. I have complete trust in Peter that anything he suggests or recommends has our best interests at heart.Peter has wisdom and integrity by the bucket loads and that is priceless!"

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter was recommended by an Accountant friend of mine following a significant change in my personal situation. I had an idea of what I wanted to achieve but no idea how to go about it. With Peter’s guidance and advice I was able to formulate a plan that provided for my lifestyle needs without neglecting my need to build for my future. He distills complicated concepts into a language I am comfortable with and helps me feel confident to make important financial decisions."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter has a wealth of knowledge, experience and understanding of finance in the current Australian market. I trust he has my best interests at heart for my future, always keeping up-to-date with the latest trends while being fair and level-headed in his approach. Thanks Pete for always having my back!"

  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter helped me prepare for my retirement that boosted my savings while still being able to live a comfortable lifestyle along the way. He was able to articulate complex strategies in a way I could understand and he was genuinely concerned to help me achieve my goals. Highly recommended."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter is very knowledgeable in many areas and he has the ability to explain technical concepts in easy to understand ways. He has an excellent understanding of economics which is not something that is common amongst financial planners I like the fact he is about strategy and not products. I have and will continue to refer people to Peter"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter has a great depth of knowledge and is able to able to communicate thus clearly and simply."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

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

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

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Diploma of Business (Marketing Management)

Level
5 - Diploma
Institution
Dreamtime Training
Completed
2015

Cavendish and ICFS Specialist SMSF Course

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA)
Completed
2011

Master of Financial Services Law

Level
9 - Masters Degree
Institution
Macquarie University
Completed
2003

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
Associate
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