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Denis O’Callaghan

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.

Qualifications/Memberships

  • Bachelor of Business
  • Diploma of Financial Planning
  • Registered Tax Agent
  • Self Managed Superannuation Funds (Kaplan Professional)

Areas of expertise

Asset Protection and Business Structures

Business Succession

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Small to Medium Enterprises (SME)

Debt Management

Investment and Portfolio Construction

Divorce and Financial Settlements

Strategic Financial Advice

Centrelink Benefits

Experience

  • 20+ years financial services experience

 
 


Denis O’Callaghan is an authorised representative of Fitzpatricks Private Wealth Pty Ltd.

Contact details

Denis O’Callaghan

0352291377

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Level 1, 117 Yarra Street, Geelong VIC 3220

03 5229 1377

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