Venn O'Neill
St Joseph's College Hunters Hill
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Venn O'Neill is a highly experienced financial advisor with 45.9 years of work experience. He has worked in top-tier international accounting firms and a global investment bank, specializing in strategic advice, tax structures, employee share schemes, and self-managed superannuation funds. Venn is qualified as both a lawyer and chartered accountant and has expertise in cross-jurisdic strategies and advice. He is also actively involved in the not-for-profit sector and has extensive local network. Venn's extensive network and extensive network make him a valuable asset in advising high net worth individuals and families.
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About
With an extensive background in advising high net worth individuals and families, Venn has worked in senior roles in top-tier international accounting firms as well as a global investment bank. Qualified as both a lawyer and chartered accountant, Venn moved into personal and corporate financial advisory, including specialist strategic advice, tax structures, employee share schemes and self-managed superannuation funds. He also has expertise in cross jurisdictional strategies and advice including family succession, estate planning, and bespoke investment management across a range of tax- effective structures.With increasing offshore interest in Australian investment opportunities and an extensive local network, Venn is able to provide introductions to a range of investment projects for wholesale and sophisticated investors. He works with high net worth individuals and families, Australian expatriates and overseas direct investors particularly from Asia.Venn is also active in the not for profit sector and for a number of years sat on the Investment Board of the Archdiocese of Parramatta.
...See MoreWork Experience
Co-Founder | Director
Director
Investment Management
Venn O'Neill's Professional Milestones
- Owner (2001-04-01~2011-05-01): Expanding business operations and expanding market share through strategic partnerships and effective team management.
- Director (2011-06-01~): Implementing strategic initiatives to drive growth and achieve organizational goals.
Education
Skill
Strategic Financial Planning
Superannuation
Estate Planning
Equities
Wealth Management
Pensions
Financial Planning
Investments
Wealth
High Net Worth Individuals
Finance
Investment Strategies
Investment Advisory
Financial Advisory
Financial Services
Tax
Risk Management
Retirement Planning
Insurance
Banking
Financial Risk
Private Banking
Managed Funds
Financial Markets
Investment Banking
Project Management
Certification
Colleagues
Thomas Croake
Client Services Administrator
Virginia Heyer
Managing Director
Mariana Tjanaria
Technical and Compliance Manager
Justin Wilson
Certified Financial Planner | Accredited Aged Care ProfessionalTM
Kevin Chow
Associate Advisor
Other Named Venn O'Neill
Frequently asked questions
We found 3 Venn O'Neill's email addresses
We found 1 Venn O'Neill's phone numbers
Venn O'Neill's social media include: Linkedin,
Venn O'Neill works for StrategyOne Advice Network Pty Ltd
Venn O'Neill's role in StrategyOne Advice Network Pty Ltd is Co-Founder | Director
Venn O'Neill works in the industry of Investment Management
Venn O'Neill's colleagues are Thomas Croake,Virginia Heyer,Mariana Tjanaria
Venn O'Neill's latest job experience is Co-Founder | Director at StrategyOne Advice Network Pty Ltd
Venn O'Neill's latest education in St Joseph's College Hunters Hill