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O’Callaghan Private Wealth Pty Ltd.

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O’Callaghan Private Wealth Pty Ltd.

Overview:

Led by director David O’Callaghan, whose experience as a Financial Adviser spans more than two decades, O'Callaghan Private Wealth was established to provide intelligent strategic financial advice from a source that could be truly trusted.

O'Callaghan Private Wealth provides a full wealth advisory service covering investing, superannuation, personal and business insurance, asset protection and estate planning.

O’Callaghan Private Wealth, as a member of Fortnum Financial Advisers, is dedicated to creating outcomes based, bespoke financial advice. This advice puts you and your financial objectives front and centre, where they belong.

Fortnum Financial Advisers (Fortnum) is an Australia-wide network of financial advisers. The central component of Fortnum's Professional Advice Framework is that the clients must come first.

As part of the Fortnum Financial Advisers group, O’Callaghan Private Wealth and their clients have access to specialist advice and industry leading services through our partner organisations, including:

• Specialist risk insurance research
• Tailored portfolio management services
• Access to one of the world’s largest risk management firms, and
• Coordinate finance strategies and lending solutions with providers.

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