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Christian O'Connor

Financial Adviser

Leenane Templeton
Newcastle, NSW 2300

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About

Christian O'Connor is an ASIC-registered financial adviser based in Newcastle, NSW, dedicated to helping clients achieve their financial goals with clarity and confidence. Christian holds a Diploma of Financial Planning from Deakin University (2004), a Master of Commerce (Financial Planning) from the University of Western Sydney (2012), and a Graduate Diploma in Economics from the University of New England (2013). He further distinguished himself by completing the Certified Financial Planner Program with the Financial Planning Association of Australia (FPA) in 2014, now the Financial Advice Association of Australia (FAAA). As a member of the FAAA, Christian adheres to the highest ethical and professional standards. Christian is authorised to provide advice on a comprehensive range of financial products, ensuring tailored solutions for your unique needs. This includes superannuation, insurance, wealth management, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance Ready to take control of your financial future? Contact Christian today to schedule a consultation and discover how his expertise can benefit you.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation strategies Wealth accumulation Risk management Insurance advice

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000523026

Verify on ASIC Register

Authorised Representative Number

000263835

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Christian O'Connor provide?

Christian O'Connor provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What are Christian O'Connor's qualifications?

Christian holds a Diploma of Financial Planning, a Master of Commerce (Financial Planning), and a Graduate Diploma in Economics. He is also a Certified Financial Planner and a member of the Financial Advice Association of Australia (FAAA).

What can I expect during my first meeting with Christian?

During your initial consultation, Christian will take the time to understand your current financial situation, your goals, and your risk tolerance. He'll explain his approach and how he can help you achieve your objectives. This is an opportunity for you to ask questions and determine if he is the right financial adviser for you.

How does Christian O'Connor stay up-to-date with changes in the financial industry?

As a member of the FAAA and a Certified Financial Planner, Christian is committed to ongoing professional development. He regularly attends industry conferences, participates in webinars, and reads relevant publications to stay informed about the latest changes and trends.

What is Christian's approach to financial planning?

Christian takes a holistic and personalised approach to financial planning. He understands that everyone's situation is unique, and he tailors his advice to meet your specific needs and goals. He focuses on building long-term relationships with his clients based on trust and open communication.

Get in Touch

Contact Christian directly for personalised advice.

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