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.
Luke Hanson BCom (FP), Dip FP
Luke is a Financial Adviser working from both our Brisbane and Gold Coast offices. He began working in financial planning in 2004 and focuses on taking a personalised approach with his clients. These real relationships he’s able to build with his clients is the foundation to his personalised advice.
Following the attainment of his Bachelor Commerce in Financial Planning and Investments, Luke has worked within a number of financial planning businesses including a national credit union, a high-end city corporate, a smaller boutique and now at MSI Taylor Wealth Management. This experience has given Luke exposure to broad range of financial planning strategies to suit clients of all ages. With a desire to continuously improve his professional skills, Luke has also gone on to complete additional financial planning qualifications in recent years.
Luke holds a firm belief that improving your personal financial health leads to much more than a financial result. It is the key to unlocking choices otherwise not available. It forms a stable foundation empowering smart decision making. It is the ‘sleep at night’ factor knowing your future is secure. However, these aren’t outcomes of a one-off transaction, rather they are achieved during an ongoing partnership – this is why Luke values long-term relationships with his clients.
Outside of the office, Luke likes to make the most of his weekends with friends and family. It won’t take too much arm-twisting to get him onto the tennis court and he can also get competitive during a board game.
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