Peter O'Callaghan
Financial Adviser
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About
Peter O'Callaghan is an ASIC-registered financial adviser based in Toowong, Queensland, dedicated to providing tailored financial solutions to help clients achieve their financial goals. With over two decades of experience in the financial services industry, Peter holds a Diploma of Financial Planning from the Financial Planning Association of Australia, a Master of Financial Services Law from Macquarie University, and specialist SMSF accreditation from the University of Adelaide. Peter is a member of the Financial Advice Association of Australia (FAAA), a Certified Financial Planner with the Financial Planning Association (FPA), and a member of the SMSF Association. This extensive training and professional affiliation demonstrates his commitment to the highest ethical standards and ongoing professional development. Authorised to provide advice on a comprehensive range of financial products, Peter can assist with superannuation, insurance, wealth management, and retirement planning. His expertise extends to investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. • Superannuation advice • Retirement planning • Investment advice • Wealth management • Insurance solutions Ready to take control of your financial future? Contact Peter O'Callaghan today for a consultation and personalised financial plan.
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Frequently Asked Questions
What types of financial advice does Peter O'Callaghan provide?
Peter O'Callaghan is authorised to provide advice on superannuation, insurance, wealth management, and retirement planning, including investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What are Peter O'Callaghan's qualifications and professional memberships?
Peter holds a Diploma of Financial Planning, a Master of Financial Services Law, and specialist SMSF accreditation. He is a member of the Financial Advice Association of Australia (FAAA), a Certified Financial Planner with the Financial Planning Association (FPA), and a member of the SMSF Association.
What can I expect during my first meeting with Peter O'Callaghan?
During your initial consultation, Peter will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then explain how he can help you achieve your objectives and outline the next steps in the financial planning process.
How does Peter O'Callaghan tailor his advice to individual client needs?
Peter believes in a personalised approach to financial planning. He takes the time to understand each client's unique circumstances and goals before developing a tailored strategy designed to help them achieve financial success.
Does Peter O'Callaghan specialise in SMSF advice?
Yes, Peter has specialist SMSF accreditation and extensive experience in providing advice to clients on self-managed super funds. He can assist with all aspects of SMSF establishment, management, and compliance.
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