Financial Planner Profile

Name: James O’Reilly

Qualifications:
Kaplan Professional
Master of Applied Finance (Double-major in Financial Planning and Investment Management)

SMSF Association
SMSF Specialist Advisor Accreditation

Kaplan Professional
Graduate Diploma (Financial Planning)

About James:
I’m the director at Northeast Wealth, a fast-growing advice firm that’s helping create a new era in advice. I’m passionate about financial advice because throughout my life I’ve kept seeing how big a difference it can make. With both my parents being financial advisers, I became interested in all-things-finance from a very early age and I’ve never lost this passion.

I was inspired to start my own business because I believe that every person deserves the opportunity to live an incredible life. Regardless of what you’re looking to achieve, there’s a good chance that correctly managing your wealth will be critical to achieving the outcomes most important to you.

I’m looking forward to hearing more about your situation and learning how we can help you to get the best financial outcomes in your own life.

Our first Steps:
Prior to ‘getting started’, it’s very important that we both determine we’re a fit for one another. I will personally contact you in the next 48hrs to discuss your situation and arrange some time for us to learn more about you and the advice you’re looking for. You’ll also have the opportunity to learn more about our approach and feel confident that we’re going to be the best team to provide you with financial advice.

There are some things that you can bring to make our time together more streamlined, however, we can discuss this in detail when we next speak.

Why should I partner with Northeast?
We are proudly one of the very few financial advisory groups that are entirely fee-for-service. This means that all clients pay a flat fee for our advice, and we are not paid by selling you any particular product. Our clients often say that they feel like they can trust us because we don’t have any ‘skin in the game’ when making our recommendations, and that’s exactly how we want you to feel.

If we work together, you will find us to be transparent, committed to achieving your outcomes and always willing to say it how it is.

A little more about me:

Family: My wife and I have a son, Finn, and two very energetic dalmatians
Biggest loves: My family, adventure and sport
Summer fun: Fishing or cycling in Kosciuszko National Park
Winter fun: Watching my beloved Saints rebuild… again
Favourite food: I tend to eat pretty healthy, but scones are my Achilles heel!
Favourite city: Vienna or Queenstown (excluding Melbourne)
Tomato sauce in fridge or pantry: Pantry

Financial Planning Services:

  • Strategic Financial Advice
  • Cash Flow Management
  • Behavioral Coaching
  • Investment / Portfolio Management
  • Superannuation and SMSF’s

  

  • Personal and Business Insurance
  • Retirement Planning
  • Tax Minimisation
  • Debt Reduction
  • Education Funding