Sean O'Connell

Southern Cross Financial Advisers Pty Ltd

Platinum
10 Yrs Experience
Cairns, QLD 4870
Professional, ethical and caring. With over 30 years experience in the financial markets, I have the track record, qualifications and knowledge to ensure that you are in safe hands for all your financial planning needs. I am also a Certified Financial Strategist with the Association of Independently Owned Financial Professionals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

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

Our fees schedule is dependent on the complexity of the advice being sought. As a salaried adviser, I am not financially rewarded for recommending any particular strategy and therefore always work in your best interests.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 15
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Southern Cross Financial Advisers Pty Ltd

The Bolands Centre, 14 Spence Street
Cairns, QLD 4870

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

The Financiallink Group Pty Ltd

AFSL 240938

5.00
15 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—10 of 15

Sort by

5.00
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sean has been looking after my retirement nest egg for the past 15 years. I have been very pleased with its performance during difficult times. I also live in Adelaide and Sean has been very attentive to my portfolio even though we are distant. I highly commend Sean as a professional and caring adviser."

  • Government Assistance
  • Expat Finance
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sean has been outstanding in building my super and advising on estate planning matters so I feel totally 'up to date' and on track for a comfortable retirement."

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sean and David have been looking after us since we arrived in Cairns four years ago, since that time we have had excellent advice and service from Southern Cross Financial Advisers. We are very happy to recommend their financial advice to prospective clients."

  • Government Assistance
  • Retirement & Pension
  • Expat Finance
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Just a short note to thank you for your ongoing support and financial advice. I can’t recommend you and SCFA highly enough as ethical and timely service providers. Thanks for always being mindful of my needs and keeping my best interests at heart."

  • Superannuation
  • Managing Debt
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"With no background in Australian super, he has been of great help. Peacefully explained the whole process and answered all questions, most of them a bit daft but he didn't say that."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Outstanding adviser who has provided real &valuedadvice"

  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sean O'Connell listens. He takes time to understand his client's personal circumstances, their tolerance to risk and their financial objectives before recommending a tailored investment strategy. I trust Sean and his considered approach to investing. He has certainly delivered results for me"

  • Superannuation
  • Insurance Protection
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"You certainly made it a lot easier to discuss money matters than I would have thought possible - being an absolute novice with anything apart from household budgeting. The plan settled upon is one I am comfortable with and it's taken a lot of worry from my shoulders"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We first met Sean O’Connell early 2013 when we were looking for an experienced financial advisor to help set us up for retirement. We could not be more satisfied with his knowledge, expertise and integrity. In a short time, he had us on the right track and from following his excellent advice, we are now happily retired."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 15

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Arts (Politics) (Honours)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of Reading
Completed
1983

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Master of Business Administration

Level
9 - Masters Degree
Institution
University of New South Wales (UNSW)
Completed
1992

Professional Memberships

Tax Practitioners Board (TPB)

Membership type
Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Sean's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Sean able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Sean's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Sean to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Sean?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Sean provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Sean may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Sean O'Connell
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens