Peter O’Callaghan CFP Dip FP, M Fin Serv Law JP (Qual)
Peter is the Director based in our Brisbane office and has been in the financial services industry for over 20 years.
In 2009, he decided to embark on his journey of helping people realise their dreams by building relationships with them and learning about what was core to each individual.
Peter firmly believes in letting clients take ownership and accountability for the outcomes of their financial plans. ‘My clients rely on me to inform and educate them. They also depend on my help, support and encouragement as they make major decisions that will allow them to take control of their circumstances, realise their goals and secure the financial future of themselves and their families. As I get to know my clients, I also share their dreams’.
In October 2014, Peter was privileged enough to receive the AFA National Excellence in Education Award. Established in 2008, this award recognises commitment and excellence in advice through participation in further education.
Mentoring young advisors is one of his personal passions, and over the past 12 months he has been an active mentor in the AFA Mentoring program. ‘I take every opportunity to speak to groups of university students considering a career in financial planning, about the value of advice and my philosophy of objectives centric financial planning’.
Outside of work, Peter is a Commissioned Officer in the Royal Australian Air Force Reserves. ‘One of my biggest passions is fighter jets, and I see any opportunity to go out there and play as a great stress reliever. I also enjoy spending time with my two boys, both of whom are keen AFL footballers’.
Daniel Shine LLB (Honours), B.Comm, Grad Dip CA and Dip Taxation.
Daniel is a Senior Financial Advisor based at our Gold Coast office. His greatest motivation comes from clients reaching both their financial and personal goals, regardless of their life stage.
He enjoys the whole process from getting to know clients and helping them identify their goals, through to assisting them in exploring the options available to reach these milestones.
Daniel likes to think outside of the box by implementing strategies that clients may not have considered when it comes to building and protecting their wealth.
‘I value long term relationships and am a firm believer that efficient, effective, and personal service are critical factors in creating and maintaining long lasting relationships’.
Daniel has been in the industry since 2008, and prior to that worked as a tax advisor at KPMG and Deloitte. Having had experience in both these professions gives him a unique perspective, which provides significant benefits to our clients.
Born and raised on the Gold Coast, he loves spending time with his wife and three children. He also enjoys running or going to the gym, and regularly provides community service through his local Church.
Daniel received Advisor of the year in 2011 while still at Whittaker McNaught.
Damian Reid B.Bus (Sports Management), B.Comm (Financial Planning), and a Masters (HR Management)
Damian joins MSI as a Graduate Financial Planning Associate and primarily assists with data collection and helps bring the strategy for our clients’ advice documents together.
Damian’s initial interest in financial planning resulted from an ‘A Current Affair’ segment that highlighted a few financial planners that did not have their clients’ best interest in mind. ‘After doing some research into what financial planning involved, and how practical the information can be, I realised the value an advisor can contribute to people’.
Damian has always enjoyed helping others, getting to know people, and has an interest in finance. ‘Becoming a future financial planner, means I get to help people achieve their financial goals while incorporating all the things I find enjoyable’.
Outside of the office, Damian loves playing AFL and golf, surfing, going to the gym (or just exercise in general), and travelling.
Some of Damian’s travel highlights include ‘Running of the Bulls’ in Pamplona, Spain; watching the sunset in Santorini, Greece; attending the Oktoberfest in Munich, and watching the sunrise on Hawaii’s second highest mountain. Damian still hopes to visit America, attend the Pipeline Masters in Hawaii, visit Dubai, and do the ‘Running of the Bulls’ again in the future.
Lyn is one of the Client Relationship Managers in our Brisbane office. Lyn is responsible for ensuring the implementation side of your advice goes smoothly along with assisting with any other queries you may have.
‘My passion stems from the knowledge that financial planning has the power to make a difference in peoples’ lives. I have been witness to these changes first hand and find this extremely satisfying’.
Lyn has more than 16 years of experience in the financial planning industry, and has had a long and rewarding career working across a broad spectrum of activities both in Australia and overseas, including 15 years working in the Diplomatic Corp (DFAT), with postings to Ghana, Zimbabwe, Indonesia, India, and France.
As the Australian Consul in Paris, Lyn also had carriage of Australia’s Consular Affairs in Monaco, Portugal, Morocco, and Francophone West Africa.
A self-titled “Fr-Indian” Lyn likes to immerse herself in the French and Indian culture. I am a patron of the arts, an avid sports fan, and I enjoy music, cooking and reading. She is also a supporter of MS QLD.
Qualifications: Diploma in Financial Planning, c.dec
Karen is the Client Relationship Manager, based in our Gold Coast office. Karen is responsible for ensuring the implementation side of your advice goes smoothly along with assisting with any other queries you may have. You are very likely to speak with Karen when you contact or visit our Gold Coast Office.
Karen has extensive experience in financial accounting, banking, and customer service gained throughout her 39 year career. ‘I love the fact that I get to work in a role where I can continue to provide input for creating positive customer driven outcomes’.
Away from the office, Karen volunteer’s for the RSPCA. She also enjoys motorbike riding and am the proud owner of two Harleys.
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