Adam O'Neill

Mylegacy Financial Planning Pty Ltd

Silver
13 Yrs Experience
Margaret River, WA 6285

Recent reviews

Mylegacy Financial Planning Pty Ltd

14 Sandalwood Dr
Margaret River, WA 6285

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Licensed by

Legacy Financial Planning Pty. Ltd.

AFSL 519446

5.00
1 Review
5
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"As long standing client of Adam, I would like to express my satisfaction and support for MyLegacy Financial Planning. I have been associated with Adam as a client for over a decade. I have always found Adam and his staff to be professional and efficient in the services provided and do not hesitate in recommending them to my friends. In recent years I have recommended Adam to numerous acquaintances and work colleagues. All said and done I feel my financial future is in competent, proactive and above all an honest set of hands with Adam."

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

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Superannuation and Retirement Advice

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
AAMC Training Group
Completed
2018

Economic and Legal Context for Financial Planning - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Taxation and Commercial Law for Financial Planning

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Estate and Succession Planning

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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