Peter O'Callaghan Email & Phone Number
Director @ MSI Taylor
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Peter O'Callaghan Location
- Brisbane City, QLD, AU
Peter O'Callaghan Work
- 2012 - now Director @
- 2012 - now Education Advocate and Mentor @
- 2008 - now Personnel Capability Officer @
- 2009 - 2012 Partner @ Active Financial Planning PL
- 2009 - 2012 Manager Financial Planning @ Active Financial Planning
- 2007 - 2009 Regional Manager @
- 2003 - 2007 Senior Financial Planner @ Telstra Super Financial Planning
- 2002 - 2003 Regional Manager @ Rabo Financial Advisors
- 2000 - 2002 Senior Financial Planner @ ANZ Private Bank
- 1998 - 2000 Financial Planner @ Commonwealth Financial Services
Peter O'Callaghan Education
- Macquarie University
Master of Financial Services Law (Financial Services Law)
1999 - 2003 - Deakin University
Dip Financial Planning (Financial Planning)
- Certified Financial Planner
- University of Adelaide
Certificate in SMSF studies
Peter O'Callaghan Skills
- Income Protection
- Finance
- Succession Planning
- Wealth Management
- Investments
- Mentor
- Asset Allocation
- Honest
- Verbal Communication
- Superannuation
- Enthusiastic
- Public Speaking
- Personal Finance
- Financial Planners
- Wealth Accumulation
- Financial Services
- Insurance
- Retirement Planning
- Financial Planning
- Risk Management
- Management
- Pensions
- Storytelling
- Financial Advisory
- Strategy
- Relationship Building
- Estate Planning
- Financial Analysis
- SMSF
- Investment Advisory
- Business Planning
- Independent Financial Advice
- Ethical
- Investment Strategies
- Marketing
- Retirement
- Investment Management
- Wealth
- Strategic Financial Planning
- Tax
- Portfolio Management
- Networking
Peter O'Callaghan Summary
- Peter O'Callaghan, based in Brisbane City, QLD, AU, is currently a Director at MSI Taylor Wealth Management. Peter O'Callaghan brings experience from previous roles at MSI Taylor Wealth Management, Royal Australian Air Force, Active Financial Planning PL and Active Financial Planning. Peter O'Callaghan holds a 1999 - 2003 Master of Financial Services Law in Financial Services Law @ Macquarie University. With a robust skill set that includes Income Protection, Finance, Succession Planning, Wealth Management, Investments and more. Peter O'Callaghan has 1 emails and 1 mobile phone numbers on RocketReach.
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Top MSI Taylor Employees
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Peter O'Callaghan
Director
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Cameron Anderson
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Hosanna Jale
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