Susan O'Neill
Financial Adviser
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About
Susan O'Neill is an ASIC-registered financial adviser dedicated to helping individuals and families in West Melbourne achieve their financial goals. With a strong educational foundation, including a Bachelor of Arts (International Studies) from the University of South Australia and advanced financial planning qualifications – a Diploma of Financial Planning from AAMC Training Group and a Graduate Diploma of Financial Planning from Kaplan Higher Education – Susan possesses the knowledge and expertise to provide comprehensive and tailored financial advice. Susan is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. She can assist with investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities, ensuring her clients have access to diverse strategies to build and protect their wealth. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Susan is committed to building long-term relationships with her clients, providing ongoing support and guidance as their needs evolve. Whether you are planning for retirement, seeking to grow your investments, or needing to protect your family's future, Susan can help you navigate the complexities of the financial landscape. Contact Susan today for a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Susan O'Neill offer?
Susan O'Neill provides advice on superannuation, insurance, wealth management, and retirement planning. She is also authorized to provide advice on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Susan O'Neill have?
Susan holds a Bachelor of Arts (International Studies) from the University of South Australia, a Diploma of Financial Planning from AAMC Training Group, and a Graduate Diploma of Financial Planning from Kaplan Higher Education.
What can I expect during my first meeting with Susan?
During your initial consultation, Susan will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then develop a personalized financial plan tailored to your specific needs.
How can Susan help me with my retirement planning?
Susan can help you develop a comprehensive retirement plan that takes into account your current savings, projected expenses, and desired lifestyle. She can also advise you on the best strategies for maximizing your superannuation and other investments to ensure a comfortable retirement.
What is wealth management and how can Susan help me?
Wealth management involves creating a holistic plan to grow and protect your assets. Susan can assess your current financial situation, set achievable goals, and implement strategies across different asset classes to help you achieve long-term financial security.
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