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Greg O'Connell

 Greg O'Connell

Share profile:
30 Keymer Street
Belmont
WA
6104
AU

Overview CONTACT THE ADVISER

Greg O'Connell Greg O'Connell

total Reviews

3

Experience

10yrs

Status

Silver

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

I have a vast array of financial planning experience. My experience is in superannuation including SMSF's and retirement planning as well as investments, personal life insurance and Centrelink benefits.
My main reason for being a financial adviser is my genuine interest and passion of helping people, and establishing and developing long term relationships with clients to be there for them at all stages of their lives. He is determined in finding the right individual strategy for each client and assisting them in achieving their financial goals.

Company:

BYFIELDS WEALTH MANAGEMENT
BYFIELDS WEALTH MANAGEMENT

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

SENTRY ADVICE PTY LTD
SENTRY ADVICE PTY LTD
Expertise
Building SuperBuilding Super
Managing DebtManaging Debt
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Small Business AdviceSmall Business Advice
Aged CareAged Care
UK PensionsUK Pensions

Latest Customer Reviews (3 of 3 total)See all

"Have found Greg to be very knowledgeable and acts quickly upon request and queries, Have had to follow up a few things with him and these have been resolved satisfactorily."

Johann, 56-65 21 Nov 2017

"We found Greg an inspiration in his presentation and easy to comprehend the various strategies which gave us a confidence to go ahead with the planned strategies, easy to contact with any issues that we found hard to grasp or needed clarifying just all in all very positive outcomes and would have no hesitation in recommending Greg to family or friends for his advice"

Ken, 65+ 14 Nov 2017

"Greg's most obvious characteristic is his honesty. When he explains sometimes complicated investment options and strategies, he does so with a refreshing honesty and openness. He knows the financial products very thoroughly and offers sound and balanced financial advice."

Irene, 65+ 14 Nov 2017

History & Qualifications CONTACT THE ADVISER

My membership
Awards
  • No award found
Years of experience
  • 10 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

30 Keymer Street, Belmont
WA 6104 Australia

Office hours

Monday:   8AM to 5PM
Tuesday:   8AM to 5PM
Wednesday:   8AM to 5PM
Thursday:   8AM to 5PM
Friday:   8AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 94% Average Reviews
  • 3 Total Reviews
Johann, 56-6521 Nov 2017
Expand
Overall customer rating
81%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
75%

"Have found Greg to be very knowledgeable and acts quickly upon request and queries, Have had to follow up a few things with him and these have been resolved satisfactorily."

Ken, 65+14 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We found Greg an inspiration in his presentation and easy to comprehend the various strategies which gave us a confidence to go ahead with the planned strategies, easy to contact with any issues that we found hard to grasp or needed clarifying just all in all very positive outcomes and would have no hesitation in recommending Greg to family or friends for his advice"

Irene, 65+14 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Greg's most obvious characteristic is his honesty. When he explains sometimes complicated investment options and strategies, he does so with a refreshing honesty and openness. He knows the financial products very thoroughly and offers sound and balanced financial advice."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Preparing For Retirement
STRENGTH
2
Customers

#2
Building Super
STRENGTH
1
Customers

#2
Centrelink Benefits
STRENGTH
1
Customers

#2
Savings Investment
STRENGTH
1
Customers

#2
Tax Effective Strategies
STRENGTH
1
Customers

x

Overall rating

75%

Gregory O'Connell

Company: BYFIELDS WEALTH MANAGEMENT

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Gregory O'Connell is a member of and in what capacity, the licensee or company of Gregory O'Connell and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Gregory O'Connell (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%