Jason O'Connell Email & Phone Number
General Manager - UK Pension Planning Australia @ Shartru Wealth
Jason O'Connell's Location
Sydney, NSW, AU
Jason O'Connell's Work
- General Manager - UK Pension Planning Australia @ Shartru Wealth
- Founding Director @ Imperius Wealth
- Co-founder - executive board member @ FEIFA
- Founding member @ FEIFA
- Financial Planner @ Imperius Wealth
- Vice President - General Manager International Pensions @ Holborn Assets LLC
- Senior Associate @ Holborn Assets LLC
- Director @ The Imperius Group Limited
- Country Manager @ George Petch Internaional
Jason O'Connell's Education
- Mentor Education
ADFP - Advanced diploma of Financial Planning (Financial Planning and Services)
2018 - 2019 - The Chartered Institute for Securities & Investment (The CISI)
UK Level 6 Pension Transfer and Planning Advice certificate (UK Pension Transfers)
2018 - 2019 - Chartered Insurance Institute UK
R04 Pensions and Retirement Planning (UK Pensions and Retirement Planning)
2018 - 2018
- Mentor Education
Self Managed Superannuation Fund Adviser (Personal Advice) (SMSF Retirement Pensions)
2018 - 2018 - University College Dublin
Diploma (Financial Planning and Services)
2008 - 2014 - LIA Ireland, Insurance Institute of Ireland, The Insitute of Banking, A recognised college of UCD
QFA (Qualified Financial Adviser (Financial Planning and Services)
2008 - 2014 - Mentor Education
DPF Diploma of Financial Planning (Financial Planning and Services)
2017 - 2018 - Garbally1986 - 1989
- FASEA
Financial Adviser Exam (Financial Planning and Services)
2020
Jason O'Connell's Skills
- Wealth Management
- Investments
- Pensions
- Strategic Financial Planning
- Portfolio Management
- Financial Advisory
- Asset Managment
- Investment Advisory
- Alternative Investments
- Retirement Planning
Jason O'Connell's Summary
Jason O'Connell, based in Sydney, NSW, AU, is currently a General Manager - UK Pension Planning Australia at Shartru Wealth, bringing experience from previous roles at Imperius Wealth, FEIFA and Imperius Wealth Pty Ltd. Jason O'Connell holds a 2018 - 2019 ADFP - Advanced diploma of Financial Planning in Financial Planning and Services @ Mentor Education. With a robust skill set that includes Wealth Management, Investments, Pensions, Strategic Financial Planning, Portfolio Management and more, Jason O'Connell contributes valuable insights to the industry. Jason O'Connell has 5 emails and 4 mobile phone numbers on RocketReach.
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