Vicki O'Connor

Vicki has been working in the finance industry since 1984. She started in Business Advisory (Accounting and Taxation) before beginning to specialize in Portfolio Wealth Management and in providing strategic and investment advice.

She has extensive experience in financial planning strategies, superannuation and Self Managed Superannuation Funds, retirement planning, social security advice,    portfolio management, taxation planning and estate and succession planning.

Vicki firmly believes that every client should have a sound plan to achieve their financial and lifestyle goals.

“The first step towards getting somewhere is to decide you’re not going to stay where you are.” — J.P. Morgan.

There should be strategies in place to maximize the opportunities available to every person to allow them to have their dream lifestyle.

Vicki is a member of the Financial Planning Association being a Certified Financial Planner (CFP) and a member of the Institute of Chartered Accountants (CA). In addition, Vicki has met all the additional education requirements imposed by law in recent years.