David O'Hara Email & Phone Number
Principal Financial Advisor @ Allied Wealth | Sydney
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David O'Hara Location
- Cronulla, NSW, AU
David O'Hara Work
- 2023 -now Principal Financial Advisor @
- 2022 -2023 Financial Advisor @ Turning Point Financial Services
- 2017 -2023 Financial Advisor @
- 2016 -2017 Senior Financial Advisor @ Tempus Wealth
- 2009 -2016 Senior Financial Advisor @ Warren Saunders Insurance Brokers
- 2007 -2009 Financial Adviser @ Genesys Wealth Advisers
- 1997 -2007 Financial Adviser, Director @ Peter Clarke Consulting
David O'Hara Education
- Western Sydney University
Master of Applied Finance (Investments and Securities)
2005-2008 - University of Sydney
BSc (Maths & Physical Geography)
1990-1993 - Caringbah High School
HSC
1983-1989
David O'Hara Skills
- Superannuation
- Estate Planning
- Asset Protection
- Trusts
- Insurance
- Strategic Planning
- Investments
- Portfolio Management
- SMSF
- Budgets
- Training
- Microsoft Office
- Customer Service
- Financial Analysis
- Public Speaking
- Process Improvement
David O'Hara Summary
- David O'Hara, based in Cronulla, NSW, AU, is currently a Principal Financial Advisor at Allied Wealth | Sydney. David O'Hara brings experience from previous roles at Turning Point Financial Services, Concept Financial Services Pty Ltd, Tempus Wealth and Warren Saunders Insurance Brokers. David O'Hara holds a 2005 - 2008 Master of Applied Finance in Investments and Securities @ Western Sydney University. With a robust skill set that includes Superannuation, Estate Planning, Asset Protection, Trusts, Insurance and more. David O'Hara has 2 emails and 1 mobile phone numbers on RocketReach.
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