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5.00
1 Review

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
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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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