Andrew O'Neil
Financial Adviser
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About
Andrew O'Neil is an ASIC-registered financial adviser based in West Perth, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Business (Accounting and Finance) from Edith Cowan University and advanced qualifications including a Diploma of Financial Planning, Certified Financial Planner certification, a Graduate Diploma of Applied Finance and Investment, a Certificate IV in Finance and Mortgage Broking, SMSF accreditation, and an Aged Care Steps accreditation, Andrew possesses a wealth of knowledge and experience to guide you through every stage of your financial journey. As a member of the Financial Advice Association of Australia (FAAA), Andrew adheres to the highest ethical and professional standards. Andrew is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Aged care financial planning Ready to take control of your financial future? Contact Andrew today for a consultation and discover how personalised financial advice can make a difference.
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Frequently Asked Questions
What services does Andrew O'Neil provide?
Andrew O'Neil specialises in providing comprehensive financial advice, including superannuation, retirement planning, wealth management, insurance, and aged care financial planning. He offers tailored solutions to meet your specific needs and goals.
What qualifications does Andrew O'Neil have?
Andrew O'Neil holds a Bachelor of Business (Accounting and Finance), a Diploma of Financial Planning, Certified Financial Planner certification, a Graduate Diploma of Applied Finance and Investment, a Certificate IV in Finance and Mortgage Broking, SMSF accreditation, and an Aged Care Steps accreditation.
How does the financial planning process work with Andrew O'Neil?
The process begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Andrew will then develop a personalised financial plan, implement the agreed-upon strategies, and provide ongoing monitoring and support to ensure you stay on track.
What can I expect from a consultation with Andrew?
During a consultation with Andrew, you can expect a thorough assessment of your financial situation, a clear explanation of your options, and a collaborative approach to developing a plan that aligns with your goals. Andrew is committed to providing transparent and unbiased advice.
Why should I choose Andrew O'Neil as my financial advisor?
Andrew combines extensive qualifications with a client-focused approach. He is committed to providing personalised, ethical, and effective financial advice to help you achieve your financial aspirations. His membership with the FAAA ensures adherence to high professional standards.
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