Practice Principal@ Hillross Financial Services
Brisbane, Queensland, Australia
David O'Brien
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Deakin University
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FlashIntel GPTDavid O'Brien is a highly experienced professional with 38.7 years of work experience in various financial services and advisory roles. He has expertise in estate planning, retirement, strategic financial planning, and business financial services. Currently, he is the Practice Principal at PlanAIR Pty Ltd, based in Brisbane, Australia. Throughout his career, David has worked for reputable companies such as Planair SA and Hillross Financial Services, where he has contributed to the success of these organizations. He is also a certified financial planner and has a strong background in wealth management and insurance.
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Emails and Phone Numbers
About
Practice Principal PlanAIR Pty Ltd
Work Experience
Practice Principal
Financial Services
David O'Brien's Professional Milestones
- Founding Director And Certified Financial Planner (1990-01-01~2016-01-01): Developing comprehensive financial forecasting strategies to ensure clients' financial success and maximize their financial performance.
- Practice Principal (1990-06-01~): Developed a comprehensive teaching program for young professionals to prepare them for personal growth and professional development.
Education
Financial Planning And Wealth Managment
Skill
Estate Planning
Retirement
Strategic Financial Planning
Business Financial Services
Income Portfolios
Risk Management
Smsf
Pensions
Financial Advisory
Wealth Management
Equities
Superannuation
Inheritance Tax Planning
Asset Allocation
Investment Advisory
Wealth Management Services
Financial Planners
Fixed Income
Personal Financial Planning
Asset Managment
Succession Planning
Retirement Planning
Critical Illness
Investments
Wealth Accumulation
Portfolio Management
Investment Strategies
Paraplanning
Wealth
Insurance
Income Protection
Certified Financial Planner
Investment Management
Debt Management
Financial Services
Strategy
Alternative Investments
Small Business
Financial Planning
Self Managed Superannuation Funds
Certification
Colleagues
David Kennedy
Director, hillross PAC Advisory
Simon Everett
Director
Lisa Wealth
director and principal advisor - private wealth - financial confidant
Shane Lucey
General Manager | Financial Planner
Willy Kouria
managing director at hillross financial services
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Director of Technology
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digital solutions manager | passionate about digital and e-commerce strategy technology & delivery | experienced in budget management project management digital and e-commerce solutions ci cd
Frequently asked questions
We found 2 David O'Brien's email addresses
David O'Brien works for Hillross Financial Services
David O'Brien's role in Hillross Financial Services is Practice Principal
David O'Brien works in the industry of Financial Services
David O'Brien's colleagues are David Kennedy,Simon Everett,Lisa Wealth
David O'Brien's latest job experience is Practice Principal at Hillross Financial Services
David O'Brien's latest education in Deakin University
