Scott O'Donnell

Contego Financial Solutions

Gold
13 Yrs Experience
Southport, QLD 4215
Full financial planning business with a minimum of BS. We can provide assistance on helping you reach retirement with enough funds to enjoy retirement plus provide guidance so that your money lasts as long as possible - which is hopefully longer than you. In addition to above, which is the sexy part of financial planning, we can work with you to protect yourself and your family should something happen to you and you can't work. Lastly but definitely not least budgeting advice can be provided to the clients that need assistance in this area -- though this is done with a focus that we only live once and it is to be enjoyed given we don't know what is coming next.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Master of Commerce
  • Language spoken
    • English

Contego Financial Solutions

3 Kuranga Ave
Southport, QLD 4215

Licensed by

Crown Wealth Group

AFSL 494274

5.00
1 Review
5
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2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Scott provided an outstanding customer experience. He went beyond what I expected and delivered the right outcomes in a timely and efficient manner. Highly recommended."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Growing Assets
  • 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
  • Self Managed SuperFunds
  • Growing Assets

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2009

Master of Commerce

Level
9 - Masters Degree
Institution
University of Southern Queensland (USQ)
Completed
1999

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
1992

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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