Greg O'Connell

Vision Financial Strategies

4.75
3 Reviews
Gold
16 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 4.75
  • Number of reviews 3
  • First year providing advice 2007
  • Years of experience 16
  • 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