Jamie O'Connor
Financial Adviser
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About
Jamie O'Connor is an ASIC-registered financial adviser based in Griffith, NSW, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. Jamie holds a Diploma of Financial Services (Financial Planning) from AMP Limited (2006) and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Higher Education Pty Limited (2012). He has also completed specialist training in Self Managed Superannuation Funds (2008) and Margin Lending and Geared Investments (2011), both through Kaplan Higher Education. Authorised to provide advice on a wide range of financial products, Jamie can assist you with superannuation, insurance, wealth management and retirement planning, as well as Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. He is committed to providing clear and effective solutions to meet your unique financial circumstances. • Superannuation advice • Retirement planning • Wealth management • Life and risk insurance • Investment advice Ready to take control of your financial future? Contact Jamie today to arrange a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Jamie O'Connor provide?
Jamie O'Connor specialises in superannuation advice, retirement planning, wealth management, and insurance, including Investment Life Insurance and Life Risk Insurance. He can also provide guidance on securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Jamie O'Connor hold?
Jamie O'Connor holds a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Higher Education. He also has specialist training in Self Managed Superannuation Funds and Margin Lending and Geared Investments.
What is the process for becoming a client of Jamie O'Connor?
The process typically starts with an initial consultation to understand your financial goals and current situation. From there, Jamie will develop a tailored financial plan, implement the strategies, and provide ongoing support and reviews to ensure you stay on track.
How can wealth management advice from Jamie O'Connor benefit me?
Jamie's wealth management advice can help you grow and protect your assets, achieve your financial goals, and plan for a secure future. He provides personalised strategies to suit your individual needs and risk tolerance.
What should I expect during a consultation with Jamie O'Connor?
During a consultation, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Jamie will listen carefully and ask questions to gain a comprehensive understanding of your needs, before providing any advice.
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