Rory O’Neill

Rory is a Financial Advisor who specialises in wealth accumulation and retirement planning. He is passionate about helping his clients strike the perfect balance in realising both their financial and lifestyle goals, whilst delivering an exceptional client experience.

Rory’s expertise includes an intricate understanding of his medical professional clients. This is backed by more than three years working with a doctor-dominant clientele.

He most enjoys partnering with clients to build their wealth and financial freedom through highly personalised and goal-oriented strategies, whilst also growing their own understanding of the process along the way.

Outside of work, Rory enjoys spending time outdoors, whether it be going to the beach, cycling, running, or camping. You’ll usually find him accompanied by his Labradoodle, Dougal. Although he loves the sunshine state’s beautiful weather year-round, you’ll also find him chasing winter to enjoy snow skiing both within Australia and overseas.