About Mark O'Connell & Associates Mark O'Connell & Associates is a dynamic organisation committed to the success of your long term financial solutions. Following the principal of life-stage financial planning, Mark O'Connell & Associates offers you an on-going partnership to help you build towards and achieve your financial goals - no matter what life throws your way. Mark O'Connell & Associates provides comprehensive, professional and personalised service in the areas of personal risk insurance, superannuation, retirement and investment planning. We can also offer referrals to accountancy and mortgage services. We work in partnership with our clients to establish where they are now, what they want to achieve in the future and what they need to do to turn their financial goals into a reality. Whether you're starting out, nearing the end of your working life or somewhere in between, Mark can work with you to ensure your tailored and strategic financial plan grows and adapts with you. Click here to download our Financial Services Guide About Mark O'ConnellMark O'Connell is the Director of Mark O'Connell & Associates Pty Ltd. Mark has had twenty five years experience advising clients in the areas of personal risk insurance, superannuation, retirement planning and investments. Mark has completed Managed Investments, Superannuation, Life and Core Insurance courses through Tribeca and is a Fellow Chartered Financial Practitioner (FChFP) and is a Fellow of the Association of Financial Advisers (FAFA).
Click here to meet Mark O'Connell. Mark O'Connell : - is a qualified, professional financial adviser committed to ongoing education and training;
- can give you access to a wide range of quality financial solutions to help you meet your financial goals;
- will help you through the financial planning process by providing a range of educational materials to explain the strategy they recommend; and
- is an Authorised Representative of Consultum Financial Advisers Pty Ltd, holder of an Australian Financial Services Licence (AFSL) issued by the industry regulator, the Australian Securities and Investments Commission (ASIC).
About Consultum Financial Advisers
At Mark O'Connell & Associates Pty Ltd, we are proud to be part of Consultum Financial Advisers (Consultum). Consultum is a national financial planning group created in 2006 following the merger of two leading Australian financial planning companies: Winchcombe Carson Financial Planning and Financial Partnership. Established in 1979, Winchcombe was one of Australia's pioneering financial planning groups. Financial Partnership, launched in 2002, was one of Australia's first lifestyle financial planning groups, seeking strong, ongoing relationships with its clients throughout every life-stage. Consultum also has the backing and resourcing of its parent company The IOOF Group, an ASX 200 listed company that has been looking after the financial security of Australians for over 160 years.
Mark O'Connell & Associates Pty Ltd, ABN 96 050 539 752, is an Authorised Representative of Consultum Financial Advisers Pty Ltd.
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