Lionel O’Mally

Lionel O’Mally

SSA
Company
Purpose Planning
Title
Financial Planner
Profession
Financial Planner
Address
11 Solent Cct, Baulkham Hills NSW 2153, Australia
Phone
+61400362473
Qualifications
SSA (Designation) - SMSF Association, 2021
Financial Advising (Bachelor) - University of Western Sydney, 2015
Margin Lending Adviser (Designation) - Mentor Education, 2017
Self Managed Superannuation Fund Adviser (Designation) - Mentor Education, 2018
ASX Listed Products Accreditation (LPAC) (Certificate) - LPACOnline, 2017
Met FASEA Exam standard (Certificate) - FASEA, 2020
Financial Planning (Diploma) - Mentor Education, 2016
Advisor

Summary

As a Financial Planner & SMSF Specialist Advisor with Purpose Planning. I provide a range of services across all sectors of financial planning, giving holistic Financial Advice. My purpose is to help consumers navigate through their stages of life and help my clients make informed decisions to Plan, Protect and Prosper there Wealth.

Get in touch with Lionel O'Mally