For Consumers

For Advisers

Connect with us

MENU
FIND AN ADVISER
Sean O'Connell

 Sean O'Connell

Share profile:
14 Spence Street The Bolands Centre
Cairns
QLD
4870
AU

Overview CONTACT THE ADVISER

Sean O'Connell Sean O'Connell

total Reviews

15

Experience

6yrs

Status

Platinum

Overall Adviser Rating

90

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

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.

Company:

Southern Cross Financial Advisers Pty Ltd
Southern Cross Financial Advisers Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Beacon Group
Beacon Group
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Tax Effective StrategiesTax Effective Strategies
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Savings & InvestmentsSavings & Investments
Small Business AdviceSmall Business Advice
Aged CareAged Care
Socially Responsible InvestmentsSocially Responsible Investments
Eco Friendly InvestmentsEco Friendly Investments
DerivativesDerivatives
My fees
  • Free Initial Consultation
  • Free General Advice

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.

Latest Customer Reviews (3 of 15 total)See all

"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."

Renate, 65+ 17 May 2018

"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."

Miranda-Jane, 46-55 13 Mar 2018

"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."

Geoff, 56-65 13 Mar 2018

History & Qualifications CONTACT THE ADVISER

My qualifications

Master of Business Administration (1992)

Bachelor of Arts (Honours) - Politics (1983)

My membership
Awards
  • Capel Court Powell Prize (1989)
  • Australian Financial Review Prize (1989)
  • UNFICYP Medal (1985)
Years of experience
  • 6 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

The Bolands Centre
14 Spence Street, Cairns
QLD 4870 Australia

Office hours

Monday:   8AM to 6PM
Tuesday:   8AM to 6PM
Wednesday:   8AM to 6PM
Thursday:   8AM to 6PM
Friday:   8AM to 6PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 15 Total Reviews
Harry, Under 3524 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

" "

Renate, 65+17 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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."

Miranda-Jane, 46-5513 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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."

Geoff, 56-6513 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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."

Melanie, 46-5531 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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. "

Kushak , 35-4531 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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. "

Tim, 46-5524 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Outstanding adviser who has provided real &valuedadvice"

Elizabeth, 35-4524 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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"

Karen, 56-6522 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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"

Sharyn, 56-6512 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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. "

Glenn, 46-5530 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Awesome. Sean took lots of time to explain my needs. His advice is detailed and well thought through. I really appreciated his help and diligence. Hiis conservative nature is exactly what I want from an adviser. "

Sean O'Connell replied:
30 Nov 2017

"Thanks Glenn We really appreciate your show of support and I look forward to seeing you next week. Kind regards Sean"

Mike, 46-5530 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Sean has been a great help to my wife and I - sorting out my Super, Will and Life insurance. Sean is now looking after my 3 adult children. I could not be more impressed with his expertise or more grateful for his support."

Miranda, 46-5525 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I’ve known Timothy (Sean) for years and under his advice, my super has performed extraordinarily well. I’m exceedingly satisfied with his ongoing attention and support. It’s refreshing to find someone who truly acts in your best interest and not their’s. I highly recommend him also for his kindness and understanding of personal circumstances and advice on moving me forward."

Zoe, 46-5525 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Sean O’Connell has done an excellent job sorting my financial matters. I would recommend Sean for all your financial advice."

Sean O'Connell replied:
25 Nov 2017

"HI Zoe Thanks for the review and I am really pleased that you value our services. Kind regards Sean"

Trevor, 46-5525 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Changing financial advisors is always a stressful and concerning time, in ensuring that our superannuation is being securely looked after. Sean has instilled confidence in us, through his communication skills and thorough approach, that he has our best financial interests at heart. He has listened attentively to our future goals and suggested strategies and pathways to achieve the desired outcomes, which we are now following. While we are remote from the normal business operation centres of Southern Cross Financial Advisors (currently residing in rural Western Victoria), we have found Sean to be extremely professional and diligent in following up any of our financial queries. We have the utmost confidence in the professionalism that he has displayed in managing our financial situation and have found that he has minimised the disadvantages of living in a more remote location. "

Sean O'Connell replied:
25 Nov 2017

"Hi Trevor Really appreciate your glowing review. I look forward to our next review meeting to confirm the great results. Regards Sean"

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
13
Customers

#2
Savings Investment
STRENGTH
11
Customers

#3
Estate Planning
STRENGTH
6
Customers

#3
Insurance Protection
STRENGTH
6
Customers

#3
Preparing For Retirement
STRENGTH
6
Customers

#3
Tax Effective Strategies
STRENGTH
6
Customers

#4
Centrelink Benefits
STRENGTH
3
Customers

#4
Managing Debt
STRENGTH
3
Customers

#4
Self Managed Super Funds
STRENGTH
3
Customers

#5
Household Budgeting
STRENGTH
2
Customers

#5
Loan Products
STRENGTH
2
Customers

#5
Margin Lending Geared Investments
STRENGTH
2
Customers

#5
Small Business Advice
STRENGTH
2
Customers

#5
UK Pensions
STRENGTH
2
Customers

x

Overall rating

90%

Timothy O'Connell

Company: Southern Cross Financial Advisers Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Timothy O'Connell is a member of and in what capacity, the licensee or company of Timothy O'Connell and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Timothy O'Connell (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%