Jason O'Connell

Specialising in helping people 

A highly experienced financial advisor with an Advanced Diploma of Financial Planning, level 6 certificate in UK Pension Transfer & Planning Advice, Qualified Financial Adviser (QFA Institute of Banking Ireland) and other qualifications in self managed super,  funds, pensions and retirement. With over 15 years of demonstrated experience, and extensive knowledge in the finance industry, I am instrumental in providing vital information to support my national and international clients achieve the most of their pensions and investments.

Highly skilled in cross-border financial planning, with qualifications that are relevant to the UK, Ireland and Australia. It is through the reliable and accredited companies Shartru Wealth Management and Imperius Wealth , that I can deliver such high quality support to create successful outcomes every time and exceed the client’s expectations. Renowned for my understanding of the financial industry across several countries.

I successfully assist my clients with the management of a range of financial sector segments including, but not limited to, retirement planning, international pension analysis, investments, inheritance, savings, life assurance, critical illness cover, multi-jurisdictional estate planning and international wills.

If you are planning an international move, or have already done so, I welcome the opportunity to discuss with you, how to maximise the benefits of your pension, investments and financial planning situation.