Greg O'Connell

Precept Financial Services Pty Ltd

4.75

3 Reviews

Silver

17 Yrs Experience

Osborne Park, WA 6017

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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.

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

4.25 November 2017

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.

5.00 November 2017

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

5.00 November 2017

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.

Adviser status Silver
Rating 4.75
Number of reviews 3
First year providing advice 2007
Years of experience 17
Highest qualification
- Bachelor of Business
Language spoken
- English

Precept Financial Services Pty Ltd

Level 3, 30 Hasler Road
Osborne Park, WA 6017

8:00am – 5:00pm Monday – Friday

Charter Financial Planning

AFSL 234665

Greg O'Connell

Precept Financial Services Pty Ltd

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Precept Financial Services Pty Ltd

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Charter Financial Planning