Denis O'Callaghan
Financial Adviser
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About
Denis O'Callaghan is an ASIC-registered financial adviser based in Geelong, VIC, dedicated to helping clients achieve their financial goals. With a Bachelor of Business from Ballarat College of Advanced Education (1988) and a Diploma of Financial Planning from Deakin University (2001), Denis combines academic knowledge with practical experience. He further enhanced his expertise with specialist training in Self Managed Superannuation Funds (SMSFs) from Kaplan Professional (2016). Denis is a member of the Financial Advice Association of Australia (FAAA), the SMSF Association, and is registered with the Tax Practitioners Board (TPB), demonstrating his commitment to upholding the highest professional standards. Denis is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in guiding clients through the complexities of retirement planning and investment strategies, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • SMSF advice • Investment strategies Ready to take control of your financial future? Contact Denis today to schedule a consultation and discuss your unique needs and aspirations.
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Frequently Asked Questions
What types of financial advice does Denis O'Callaghan offer?
Denis O'Callaghan provides advice on superannuation, retirement planning, wealth management, insurance, and SMSFs. He can assist with investment strategies, risk management, and help you achieve your financial goals.
What are Denis O'Callaghan's qualifications and experience?
Denis holds a Bachelor of Business, a Diploma of Financial Planning, and specialist training in Self Managed Superannuation Funds. With over 20 years of experience in the financial services industry, Denis combines academic knowledge with practical experience.
How does Denis O'Callaghan work with clients?
Denis starts with an initial consultation to understand your financial situation, goals, and risk tolerance. He then develops a personalised financial plan tailored to your specific needs. He provides ongoing support and reviews to ensure your plan remains aligned with your evolving circumstances.
What should I expect during my first meeting with Denis?
During your first meeting, Denis will discuss your financial goals, gather information about your current financial situation, and explain his advice process. This is an opportunity for you to ask questions and determine if Denis is the right financial adviser for you.
Is Denis O'Callaghan qualified to provide SMSF advice?
Yes, Denis has specialist training in Self Managed Superannuation Funds (SMSFs) from Kaplan Professional and is a member of the SMSF Association, enabling him to provide expert advice on all aspects of SMSF management.
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