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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 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 maintaining a balanced lifestyle.

Interests

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

Skills

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

See what our clients say

“We met Alex O’Neill to discuss our multiple super accounts. We found him to be very professional and knowledgeable. He was personable, sincere and we felt extremely comfortable with the advice he provided us. Our knowledge around super was minimal and Alex was able to explain each step of the process. We would not hesitate in recommending Alex from Oak financial to our friends and family. “

– Jonathan and Sophia

“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

Ryan and I first used Alex’s service 1 and a half years ago when we turned to him for help in sorting out Ryan’s Super. Ryan, over the years, had accumulated a few different super accounts and we were not sure what was in them or in fact how many accounts he had. Turns out he had 3 different ones – Am I right, Alex? Well, Alex sorted out Ryan’s super in next to no time. While we chatted about super, Alex spoke to us about our goals for our family. What would we like to see our money do in the next 5-10 years. My main goal was to be able to live comfortably while building my business and being able to afford schooling for Livi, as we only had her at the time. Alex listen to our needs and feelings about investing- we wanted something that would grow our money but fairly low risk, we didn’t need it to go crazy! Then I kind of put it out of my head.

7 months later we realised that Dallas was on the way, and with babies there are extra costs. So, I spoke to Alex and was able to pull funds from our investment portfolio really easily without it affecting the account too much. It was such a simple process. So last month when the vacuum cleaner, fridge, desktop computer, laptop and oven decided to all stop working (which considering they were all purchased at the same time- kind of makes sense) I had no issues contacting Alex and requesting a withdrawal from the account. It was all sorted in a matter of days and was so painless.

I would strongly recommend Alex and Oak financial for anyone looking to invest or manage their super.

 

– Nikki Benjamin

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