Daniel O'Connell
Financial Adviser
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About
Daniel O'Connell is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. Daniel holds a Bachelor of Commerce from the University of Canberra (2018) and a Master of Financial Planning from Western Sydney University (2022). He successfully completed the Financial Adviser Exam in 2023. Daniel is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions to meet diverse needs. These include superannuation, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Daniel's key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice • Risk management Daniel believes in building long-term relationships with his clients, based on trust, transparency, and a commitment to their financial well-being. He is passionate about empowering his clients with the knowledge and tools they need to make informed decisions. Ready to take control of your financial future? Contact Daniel today for a consultation.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Daniel O'Connell offer?
Daniel provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Daniel O'Connell have?
Daniel holds a Bachelor of Commerce from the University of Canberra (2018) and a Master of Financial Planning from Western Sydney University (2022). He also passed the Financial Adviser Exam in 2023.
What is Daniel O'Connell's approach to financial planning?
Daniel focuses on building long-term relationships with his clients based on trust and transparency. He aims to provide personalized advice and empower clients to make informed financial decisions.
How can I get started with Daniel O'Connell?
You can contact Daniel directly to schedule an initial consultation. This meeting will allow you to discuss your financial goals and determine how Daniel can help you achieve them.
What can I expect from a consultation with Daniel O'Connell?
During a consultation, Daniel will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a tailored financial plan to help you achieve your objectives.
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