About Us

The O’Neil Financial Planning team comprises 3 financial planners and 2 administration staff. Your first point of contact will always be one of our financial planning team

Andrew O’Neil CFP
Fellow Finsia

Senior Financial Advisor

Andrew has Certified Financial Planner (CFP) status with the Financial Planning Association of Australia. A financial planner since 1988, Andrew has developed a successful financial planning career holding a range of senior planning and strategic business building directorship roles throughout his career. With expertise in asset accumulation strategies, retirement planning along with expertise with Centrelink and Aged Care strategies Andrew places a strong emphasis on cashflow and lifestyle planning. Andrew’s longest serving clients date back to 1989 at Challenge Bank (now Westpac) where, additionally he now advises the children and grandchildren of those clients.Educationally Andrew has tertiary qualifications in Accounting and Finance from Edith Cowan University and post graduate qualifications in Financial Planning from Deakin University and a Diploma in Applied Finance and Investment from the Securities Institute of Australia (now Finsia). Andrew is married with four children, lives in Duncraig, and is a Fellow of Finsia. He is a member of the Financial Planning Association of Australia (having served on various committees throughout the 90’s), West Coast Eagles, Sorrento Duncraig Junior Football Club, and Lake Karrinyup Country Club.

Andrew O'Neil

O’Neil Financial Planning Partnerships

At O’Neil Financial Planning we want to see you succeed. To that end we partner and are happy to recommend quality business providers that can help you on that journey and that we work with regularly.

mark-power

www.markpower.com.au is a multi-disciplinary practitioner and caters for the client seeking the services of a highly respected and trusted Chartered Accountant.

Mark Power – Chartered Accountant
Mark Power has over 25 years experience in taxation and for the past 17 years has been a sole practitioner offering a complete range of services in taxation, accounting and business advisory.

Mark is a graduate of Edith Cowan University with a Bachelor of Business Degree and has since attained the following qualifications:

  • Chartered Accountant (CA)
  • Member of the Institute of Chartered Accountants
  • Registered Tax Agent
  • Fellow, Taxation Institute of Australia
Emergination-logo

www.emergination.com.au If you need to get your business growing, Emergination helps by applying their extensive marketing and digital expertise to create value for your business.

They start with understanding where your business is now, how you are attracting customers and getting really clear on your sales goals, and taking a detailed look at how this is converting to customer and clients.

From there they develop with you strategies and tactics to get your business growing, and work with you on an ongoing basis to make it happen as your marketing and digital partner. Execution of the strategy may involve getting your website to work more effectively, updating your brand, improving the sales process, getting a social strategy going, making search work for you, implementing CRM and more.