Bernard O'Connor
Financial Adviser
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About
Bernard O'Connor is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients navigate the complexities of wealth creation and protection. With a strong foundation built on industry-recognised qualifications, including his Accredited Derivatives Adviser certification from Tribeca/ASX (2007), Risk Management certification from Kaplan Professional (2008), and Margin Lending & Geared Investments certification from Kaplan Professional (2010), Bernard brings a wealth of knowledge and experience to every client relationship. Bernard is authorised to provide advice on a comprehensive range of financial products, ensuring tailored strategies to meet individual needs and goals. His expertise encompasses superannuation, insurance, wealth management, and retirement planning, alongside specialised knowledge in investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts and government debt securities. Key services include: • Superannuation advice • Retirement planning • Wealth management strategies • Insurance solutions • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need guidance on protecting your assets, Bernard can provide the expert advice and support you need. Contact Bernard today to discuss your financial goals and create a roadmap to success.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Bernard O'Connor offer?
Bernard is authorised to provide advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities.
What qualifications does Bernard O'Connor have?
Bernard holds an Accredited Derivatives Adviser certification from Tribeca/ASX, a Risk Management certification, and a Margin Lending & Geared Investments certification from Kaplan Professional.
How can Bernard O'Connor help me with retirement planning?
Bernard can help you develop a comprehensive retirement plan that considers your current financial situation, desired lifestyle, and risk tolerance, ensuring you have a comfortable and secure retirement.
What is the process for working with Bernard O'Connor?
The process typically involves an initial consultation to understand your financial goals, followed by the development of a personalised financial plan. Bernard will then guide you through the implementation of the plan and provide ongoing support and advice.
What can I expect when working with a financial advisor?
When working with a financial advisor like Bernard, you can expect a collaborative relationship built on trust and transparency. He will take the time to understand your unique circumstances and provide tailored advice to help you achieve your financial objectives.
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