Jason O'Connell Email & Phone Number
General Manager - UK Pension Planning Australia @ Shartru Wealth
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Jason O'Connell Location
- Sydney, NSW, AU
Jason O'Connell Work
- 2020 -now General Manager - UK Pension Planning Australia @
- 2008 -now Founding Director @
- 2009 -now Co-founder - executive board member @
- 2018 -2020 Financial Planner @
- 2014 -2018 Vice President - General Manager International Pensions @
- 2013 -2014 Senior Associate @
- 2006 -2008 Director @
- 2009 -now Founding member @
- 2003 -2006 Country Manager @ George Petch Internaional
Jason O'Connell Education
- SMSF Association
SMSF Specialist Advisor (SSA®) (Financial Planning and Services)
2024-2025 - 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 - Mentor Education
DPF Diploma of Financial Planning (Financial Planning and Services)
2017-2018 - 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 - Garbally 1986-1989
- 2020
Jason O'Connell Skills
- Wealth Management
- Investments
- Pensions
- Strategic Financial Planning
- Portfolio Management
- Financial Advisory
- Asset Managment
- Investment Advisory
- Alternative Investments
- Retirement Planning
- Wealth
- Investment Strategies
- Financial Services
- Financial Markets
- Asset Management
- Financial Planners
- Retirement
- Finance
- Risk Management
- Estate Planning
- Inheritance Tax Planning
- Tax
- Protection
- Financial Planning
- Business Development
- Strategic Planning
- Public Speaking
- Sophisticated Investor
- Estate Tax Planning
- Defined Contribution
- Tax Planning
- Self Invested Personal Pension
- Superannuation
- Self Managed Superannuation Funds
- Critical Illness
- Professional Ethics
- Income Protection
- Life Insurance
- Uk Inheritance Tax Planning
- Defined Benefit
- Holistic Financial Planning
- Personal Financial Planning
- Small Business Retirement Planning
Jason O'Connell Summary
- Jason O'Connell, based in Sydney, NSW, AU, is currently a General Manager - UK Pension Planning Australia at Shartru Wealth. Jason O'Connell brings experience from previous roles at Imperius Wealth, FEIFA, Imperius Wealth Pty Ltd and Holborn Assets LLC. Jason O'Connell holds a 2024 - 2025 SMSF Specialist Advisor (SSA®) in Financial Planning and Services @ SMSF Association. With a robust skill set that includes Wealth Management, Investments, Pensions, Strategic Financial Planning, Portfolio Management and more. Jason O'Connell has 1 emails and 4 mobile phone numbers on RocketReach.
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