Jeremy O’Connell

Financial Advisor

Jeremy believes great financial advice starts with understanding what matters most to his clients. By taking the time to listen, identify opportunities and understand the challenges they face, he helps clients make confident financial decisions and create a clear path towards their goals.

Passionate about the power of planning and the impact it can have on people’s lives, Jeremy works closely with clients to identify opportunities and challenges, turn them into meaningful goals, and make confident financial decisions that bring those goals to life. He believes the best financial advice is not simply about finding the right strategy on paper, but about creating a strategy that fits the person, their circumstances and the life they want to lead.

Known for his caring, calm and client-first approach, Jeremy focuses on building genuine relationships and ensuring clients feel heard, valued and supported. Drawing on behavioural finance principles, he helps clients understand their options, navigate important decisions and move forward with confidence.

With over 20 years’ experience in financial services and a Master of Financial Planning, Jeremy combines deep industry experience with a genuine commitment to helping clients achieve the outcomes that matter most to them.

Outside of work, Jeremy enjoys spending time with his energetic young daughters, playing cricket, going to the footy, travelling and socialising.

The feedback Jeremy values most from clients is knowing they feel genuinely heard, understood and supported throughout their financial journey. His greatest satisfaction comes from helping clients move from uncertainty to confidence, empowering them to make better decisions and achieve the outcomes that matter most to them.