Owen O’Neil
Senior Paraplanner
Owen brings a wealth of knowledge to our team with 22 years’ experience within the Financial Services industry. With previous roles in Financial Advisory and Para Planning, Owen has the knowledge and understanding of what goes into building an effective plan that is compliant and tailored to the needs of every client.
Owen assists our firm in preparing advice documents including Statement of Advice, Financial Plan, Records of Advice, Cashflow and Modelling. Owen’s role also extends to administration support to assist our practice throughout the lifecycle of financial planning needs for our clients.
Owen brings a wealth of knowledge to our team with 22 years’ experience within the Financial Services industry. With previous roles in Financial Advisory and Para Planning, Owen has the knowledge and understanding of what goes into building an effective plan that is compliant and tailored to the needs of every client.
Owen assists our firm in preparing advice documents including Statement of Advice, Financial Plan, Records of Advice, Cashflow and Modelling. Owen’s role also extends to administration support to assist our practice throughout the lifecycle of financial planning needs for our clients.
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