Denis has been part of the financial services industry for over 20 years. He has a Bachelor of Business, Diploma of Financial Planning and Registered Tax Agent. Denis is also a member of the Self-Managed Superannuation Fund Professionals Association of Australia (SPAA) as well as the Financial Planning Association.
With Denis’ extensive knowledge and experience, his clients are assured an ongoing program that is individually tailored to suit their needs. Denis has a collaborative approach with his clients so that they can achieve their financial goals for the reasons that are important to them.
Denis believes that “Living Life on Purpose” is what putting a plan into place is about. Being held accountable and implementing that Financial Plan is what provides individuals with results and Denis takes pride in offering this service to his clients.
- Bachelor of Business
- Diploma of Financial Planning
- Registered Tax Agent
- Self Managed Superannuation Funds (Kaplan Professional)
Areas of expertise
Asset Protection and Business Structures
Insurance advice for individuals and business owners
Retirement Planning and Pensions
Self Managed Superannuation Funds (SMSF)
Tax Effective Wealth Strategies
Small to Medium Enterprises (SME)
Investment and Portfolio Construction
Divorce and Financial Settlements
Strategic Financial Advice
- 20+ years financial services experience
Denis O’Callaghan is an authorised representative of Fitzpatricks Private Wealth Pty Ltd.