O’Callaghan Private Wealth Pty Ltd.
At O'Callaghan Private Wealth we take the time to listen and really understand your unique situation which allows us to develop bespoke financial plans aimed at realising your financial goals now and into the future.Successful business owners, senior executives, specialist medical and legal practitioners call on O’Callaghan Private Wealth to create tailor-made solutions designed to address their complex financial affairs. Likewise, retirees navigating substantial assets are among our clients. 'Household' names, including television and radio personalities, also turn to O’Callaghan Private Wealth for guidance in protecting and growing their considerable income and assets.
Led by director David O’Callaghan, whose experience as a Financial Adviser spans more than two decades, O'Callaghan Private Wealth was established to provide intelligent strategic financial advice from a source that could be truly trusted. O'Callaghan Private Wealth provides a full wealth advisory service covering investing, superannuation, personal and business insurance, asset protection and estate planning. O’Callaghan Private Wealth, as a member of Fortnum Financial Advisers, is dedicated to creating outcomes based, bespoke financial advice. This advice puts you and your financial objectives front and centre, where they belong. Fortnum Financial Advisers (Fortnum) is an Australia-wide network of financial advisers. The central component of Fortnum's Professional Advice Framework is that the clients must come first. As part of the Fortnum Financial Advisers group, O’Callaghan Private Wealth and their clients have access to specialist advice and industry leading services through our partner organisations, including: • Specialist risk insurance research • Tailored portfolio management services • Access to one of the world’s largest risk management firms, and • Coordinate finance strategies and lending solutions with providers.
Address: Suite 2201 Level 22, Tower Two Westfield Bondi Junction 101 Grafton Street, Bondi Junction NSW 2022 Australia
Phone: +61 2 8021 9165
FAX: +61 2 8569 2333
