Shane O'Connor Email
Senior Financial Adviser and Partner
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Shane O'Connor Location
- Sydney, NSW, AU
Shane O'Connor Work
- 2018 - now Senior Financial Adviser and Partner @ Keystone Wealth
- 2014 - 2018 Sales Director @
- 2007 - 2014 Business Development Manager- Investment Management and Wrap (Antares, MLC, Navigator) @
- 2005 - 2007 Business Development Manager @
- 2003 - 2005 Call Centre Team Manager @
- 2000 - 2003 Adviser Service Representative @
Shane O'Connor Education
- Deakin University 2023 - 2025
- University of California, Berkeley, Haas School of Business
(Negotiations & Influence)
2013 - 2013 - Kaplan Higher Education
Graduate Certicate in Applied Finance
2012 - 2012
Shane O'Connor Skills
- Business Development
- Superannuation
- Investment Strategies
- Financial Services
- Investments
- Wealth Management
- Portfolio Management
- Pensions
- Retirement Planning
- Relationship Management
- Asset Management
- Investment Advisory
- Financial Advisory
- Asset Allocation
- Equities
- Investment Management
- Fixed Income
- Leadership
- Microsoft Word
- Business Relationship Management
- Customer Service
- Team Leadership
- Aged Care Advice
Shane O'Connor Summary
- Shane O'Connor, based in Sydney, NSW, AU, is currently a Senior Financial Adviser and Partner at Keystone Wealth. Shane O'Connor brings experience from previous roles at PM CAPITAL, MLC Australia and Skandia. Shane O'Connor holds a 2023 - 2025 Deakin University. With a robust skill set that includes Business Development, Superannuation, Investment Strategies, Financial Services, Investments and more.
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