Mike O Connor

Gen Wealth Financial Services

Bronze
6 Yrs Experience
Sinnamon Park, QLD 4073

At Genwealth , we genuinely love what we do!

Nothing warms the heart more than facilitating the right loan and supporting a client's dream of owning their first home or car.

Understanding Super and investing can often be seen be seen as complex or "too hard" . We break down this process , using simple and easy to understand strategies which include financial education and a road map, unique to you. That way , you can be confident in the knowledge that we are supporting you to the best of our ability in managing your finances and achieving your goals.

We are truly passionate about supporting , and educating in all things financial.

Our clients include millennials , just starting their financial journey , some of whom have already purchased their first home using the services and expertise of Genwealth.

We also work with clients with young families who want to protect their family and their assets , as well as "Empty Nesters" who are preparing for transition to retirement.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Gen Wealth Financial Services

23 Lakeside Circuit
Sinnamon Park, QLD 4073

Opening hours

  • 9:00am – 5:00pm Monday – Friday
  • 10:00am – 1:00pm Saturday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Australian Mortgage And Financial Advisers Pty Ltd

AFSL 389206