David O'Hara
Financial Adviser
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About
David O'Hara is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals with clarity and confidence. With a solid educational foundation including a Bachelor of Science from the University of Sydney, a Diploma of Financial Planning from FPA, and a Master of Applied Finance from the University of Western Sydney, David possesses a comprehensive understanding of financial principles and markets. His commitment to excellence is further demonstrated by his SMSF Specialist Adviser accreditation from the SMSF Association and his membership with the Financial Advice Association of Australia (FAAA). David is authorised to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in crafting personalised strategies that encompass retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. His advice is tailored to your specific circumstances and goals. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Ready to take control of your financial future? Contact David today to schedule a consultation and discover how his expertise can benefit you.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does David O'Hara offer?
David O'Hara specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. He can help you with investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications and memberships does David O'Hara hold?
David holds a Bachelor of Science, a Diploma of Financial Planning, and a Master of Applied Finance. He is also an SMSF Specialist Adviser and a member of the Financial Advice Association of Australia (FAAA).
What is David O'Hara's approach to financial planning?
David provides personalised financial advice tailored to your specific circumstances and goals. He focuses on building long-term relationships with his clients and helping them achieve financial security.
How can David O'Hara help me with my retirement planning?
David can assist you in developing a comprehensive retirement plan that considers your financial goals, risk tolerance, and time horizon. He can provide advice on superannuation, investments, and other strategies to help you achieve a comfortable retirement.
What should I expect during my first meeting with David O'Hara?
During your first meeting, David will take the time to understand your financial situation, goals, and concerns. He will then explain his services and how he can help you achieve your objectives. You can expect a friendly, professional, and informative consultation.
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