Jason O'Connell - Financial Life Planner

Financial Advisers & Mortgage Brokers in Sydney, New South Wales

5.0 (35)

Category	Financial Advisers & Mortgage Brokers
Address	Unit 7/16 O'Connell St, Sydney NSW 2000
Area	Sydney, New South Wales
Phone	0498 740 840
Website	jasonoconnell.com.au ↗
Google rating	5.0 (35)

Opening hours

Thursday	9 am–5 pm
Friday	9 am–5 pm

About Jason O'Connell - Financial Life Planner

One of the most qualified and trusted UK and Irish Pension advisers in Australia, specialising in life and retirement planning. For almost two decades, in all manner of economic climates, Jason’s helped expatriate communities plan and accomplish cross-border retirement, leading teams, departments and companies full of highly skilled UK and Irish pension transfer specialists.

Located at Unit 7/16 O'Connell St, Sydney NSW 2000, Jason O'Connell - Financial Life Planner operates as a financial adviser serving Sydney in New South Wales. This page gathers the practical details people usually look for before visiting: where it is, how to reach it, when it opens and how customers rate it.

Service businesses like this one usually respond fastest by phone or text. Be specific about location, the scope of work and any deadline, and keep a record of what was agreed. Prices for home services vary a lot between suburbs, so getting two or three quotes is normal. Professional firms generally work from fixed fee schedules.

Opening hours are published for 2 days a week. The most common schedule is 9 am–5 pm. Hours in Australia do change around public holidays and long weekends, so a quick call before a special trip is sensible. The listed phone number is 0498 740 840. Many businesses also reply to text messages on the same number if it is a mobile. More information is available on its website, jasonoconnell.com.au.

On Google it holds a rating of 5.0 out of 5 from 35 reviews, which is a strong result for a financial adviser in Sydney and suggests consistent service.

Sydney is in New South Wales, on Australia's east coast, where summers are warm and humid, winters are mild and businesses keep to standard hours year-round with the usual public-holiday changes. Australian addresses list the street number, suburb, state abbreviation and postcode, and Sydney follows the same pattern; a number like 2/411 means unit 2 at number 411. The map link on this page shows the exact spot.

See the other financial advisers & mortgage brokers in Sydney listed below to compare ratings, hours and locations before you decide. Details on this page come from public sources and may change; confirm anything important by phone before relying on it. Business owners can claim the listing to keep it up to date.

Is this your business? Claim this listing to update details, add photos and get a verified badge. Want more customers? Feature it at the top of financial advisers & mortgage brokers in Sydney.

Latest Google reviews

The 5 most recent reviews shown on Google Maps. Reviews belong to their authors; read all of them on Google.

Stuey Walsham 2 months ago

Jason was referred by a friend I worked with in the UK with a view to transferring my UK pensions to Australia. I have been very happy with Jason's service and support, he is very knowledgeable about the process and even with the timing of the transfer being tight he provided excellent support over this period of stress! Thank you Jason and team!!!

th h 7 months ago

I had a few queries relating to the transfer of a UK pension to Australia as the information I could find online was not clear and conflicting. Jason's team was very helpful in clarifying my questions so I could understand the options and make informed decisions. They were also helpful in raising another aspect for me to consider which I am very appreciative of. Highly recommend the team.

Ben Gales a year ago

Jason and team have been excellent - and very patient! - helping me navigate the complexities of onshoring my UK pension. It has been a complex journey with many steps and Jason has advised and explained each and every one. And importantly the team have done all the heavy lifting. Hugely appreciated.

Dale Garbett a year ago

Being a UK expat living in Australia Jason helped me with pension and financial planning across both countries. I was overwhelmed by tax and regulation plus all of the constant changes and uncertainty of investment markets. Jason is highly regulated, authentic, professional and up front with fees and recommendations. I never felt pressured, just informed and supported which is refreshing in the world of finance. I would not hesitate to recommend Jason and team for pension support for UK ex pats in Australia. Plus local financial advice.

Jesse Field 3 years ago

As an existing Financial Adviser in Australia, I had very little working knowledge with UK Pensions and how a client's retirement can be impacted if professional advice is not sought. I had expanded my network to see what options I had as an adviser, but ultimately, what were my prospective clients' options and where did everyone fit within the process. I found Jason O'Connell, who is a qualified and trust professional in this unique space. Working very closely and collaboratively with Jason, has been a seamless process. It has been a pleasure working with Jason within the scope of UK Pensions, however I would without a doubt work alongside Jason for any other areas of advice given his knowledge and experience.

All reviews on Google ↗

Frequently asked questions

Where is Jason O'Connell - Financial Life Planner located?

Jason O'Connell - Financial Life Planner is at Unit 7/16 O'Connell St, Sydney NSW 2000, in Sydney, New South Wales. Use the “Open in Google Maps” button on this page for directions.

What kind of business is Jason O'Connell - Financial Life Planner?

Jason O'Connell - Financial Life Planner is listed as a financial adviser.

What are the opening hours of Jason O'Connell - Financial Life Planner?

Published hours are Thursday: 9 am–5 pm; Friday: 9 am–5 pm. Hours can change on public holidays, so call before a special trip.

What is the phone number of Jason O'Connell - Financial Life Planner?

You can call Jason O'Connell - Financial Life Planner on 0498 740 840.

How is Jason O'Connell - Financial Life Planner rated on Google?

Jason O'Connell - Financial Life Planner has a Google rating of 5.0 out of 5 from 35 reviews.

Does Jason O'Connell - Financial Life Planner have a website?

Yes, the website of Jason O'Connell - Financial Life Planner is jasonoconnell.com.au (linked on this page).

Are there other financial advisers & mortgage brokers near Jason O'Connell - Financial Life Planner?

Yes. Sydney also has Confio Insurance Services - Insurance Advisernet, Omnisure, Pivot Wealth - Financial Planning among others; see the full list of financial advisers & mortgage brokers in Sydney at the bottom of this page.