Summary

Peter OCallaghan is a partner at MSI Taylor Wealth Management and has around 25 years experience providing holistic advice to clients. Peter is a Certified Financial Planner and a member of the Financial Planning Association (FPA), SMSF Professionals Association of Australia (SPAA), TPB & the Association of Financial Advisers (AFA). Peter has extensive experience providing wealth creation and wealth protection advice to clients across a very broad demographic. Peters aim is to assist his clients to identify and clarify their personal financial goals, establish formal strategies to achieve those goals, and then ensure these strategies remain appropriate as part of a regular review process.

Focus Areas

• Estate Planning
• Income Protection
• Life Insurance
• Retirement Planning
• Superannuation
• Wealth Management

Education

Master of Financial Services Law