Alex O'Neill Oak Financial Planning

Contact info

Alex O’Neill

Financial Planner

About me

Alex brings a strong background of wealth creation and investment industry experience. He is qualified with a Bachelor of Business and a Diploma of Financial Planning. Alex is currently pursuing his Masters of Financial Planning and is also a member of the AFA.

Alex is dedicated to helping his clients to create the retirement they deserve. This extends to always putting his clients’ needs first and ensuring he can provide a comprehensive financial plan that incorporates all financial and lifestyle goals with a focus on superannuation.

Alex strives to help clients maximise their cash flow, whilst find a balance for their lifestyle needs.

Interests

Live music, movies, comedy and weekends away to surrounding beaches. Alex also enjoys overseas travel, living in Canada for 2 years to pursue his interests for snowboarding.

Skills

Superannuation
100%
Budgeting
100%
Insurance
100%
Transition to retirement
100%

See what our clients say

“I’m a single parent working full time two hours away from home, so making appointments to do anything is pretty difficult. Time is something I don’t have much of, so it’s very important to me. Alex drove out to my place to meet me after 6.30pm on a weeknight, and I live two hours out of the city. He didn’t just come in and show me some brochures and leave me to it. He stayed around, had a drink, worked around me doing the dinner-bath-bed routine with my kids, and didn’t leave until he did everything he needed to do and got all the information he needed, to make sure that the job was done right. Then he went away and worked on my file, came back and did it all over again. There are two things I don’t have much of — time and money. Alex gave me his time and used it to show me how to make more money. You gotta be pretty happy with that.”

– Tania Lim, Hastings Victoria

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