Greg O'Connell

Vision Financial Strategies

Gold
15 Yrs Experience
South Perth, WA 6151
I have a vast array of financial planning experience. My experience is in superannuation including SMSF's and retirement planning as well as investments, personal life insurance and Centrelink benefits. My main reason for being a financial adviser is my genuine interest and passion of helping people, and establishing and developing long term relationships with clients to be there for them at all stages of their lives. He is determined in finding the right individual strategy for each client and assisting them in achieving their financial goals.

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Expat Finance
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.70
  • Number of reviews 3
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Vision Financial Strategies

4 Charles Street
South Perth, WA 6151

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Charter Financial Planning

AFSL 234665

4.70
3 Reviews
5
4
3
2
1
4.60
Clear communication
5.00
Knowledge & expertise
4.60
Customer care
4.60
Likely to recommend
Showing reviews 1—3 of 3

Sort by

4.25

"Have found Greg to be very knowledgeable and acts quickly upon request and queries, Have had to follow up a few things with him and these have been resolved satisfactorily."

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

"We found Greg an inspiration in his presentation and easy to comprehend the various strategies which gave us a confidence to go ahead with the planned strategies, easy to contact with any issues that we found hard to grasp or needed clarifying just all in all very positive outcomes and would have no hesitation in recommending Greg to family or friends for his advice"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Greg's most obvious characteristic is his honesty. When he explains sometimes complicated investment options and strategies, he does so with a refreshing honesty and openness. He knows the financial products very thoroughly and offers sound and balanced financial advice."

  • Government Assistance
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Bachelor of Business

Level
7 - Bachelor Degree
Institution
University of Notre Dame
Completed
2000

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2008

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Professional Memberships

Accredited Aged Care Professional

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

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

Provide a score between 1 and 5 stars

How often was Greg 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 Greg'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 Greg to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Greg?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Greg 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 Greg 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 Greg 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