Ray O'Toole Email
Senior Financial Adviser @ LG Consulting
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Ray O'Toole Location
- Canberra, ACT, AU
Ray O'Toole Work
- Senior Financial Adviser @ (April 2020 - Present)
- Senior Financial Adviser @ Gillespie Wealth Management Pty Ltd (January 2018 - April 2020)
- Senior Financial Adviser @ Everalls Wealth Management Pty Ltd (November 2014 - December 2017)
- Financial Planner @ State Super Financial Services (April 2013 - October 2014)
- Senior Financial Planning Manager @ (October 2003 - March 2013)
- Financial Planner @ ANZ Bank (December 1996 - October 2003)
- Branch Manager @ St George Bank (May 1994 - December 1996)
- Agency Manager @ National Mutual Life Association (AXA) (March 1989 - December 1993)
- Insurance and Superannuation Consultant @ National Mutual Life Association (AXA) (February 1984 - March 1989)
Ray O'Toole Education
- Deakin University
Diploma of Financial Planning (Financial Planning and Services)
Ray O'Toole Skills
- Retirement
- Insurance
- Banking
- Finance
- Financial Markets
- Investment Advisory
- Investment Banking
- Income Protection
- Investment Strategies
- Credit Analysis
- Certified Financial Planner
- Wealth Management
- Risk Management
- Corporate Finance
- Financial Modeling
- Wealth Management Services
- Financial Analysis
- Equities
- Strategic Financial Planning
- Managed Funds
- Financial Planning
- Retirement Planning
Ray O'Toole Summary
- Ray O'Toole, based in Canberra, ACT, AU, is currently a Senior Financial Adviser at Pursuing new opportunities. Ray O'Toole brings experience from previous roles at Gillespie Wealth Management Pty Ltd, Everalls Wealth Management Pty Ltd, State Super Financial Services and National Australia Bank. Ray O'Toole holds a Diploma of Financial Planning in Financial Planning and Services @ Deakin University. With a robust skill set that includes Retirement, Insurance, Banking, Finance, Financial Markets and more. Ray O'Toole has 1 emails on RocketReach.
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