Peter O'Callaghan

AFA Education Excellence Award Winner 2014

Peter O’Callaghan is principal of MSI Taylor Wealth Management in Brisbane. As the national winner of the AFA Excellence in Education Award for 2014, he is committed to his ongoing professional education and the role he plays as a mentor to other advisers.

 

PETER'S THOUGHTS

Client engagement

“As well as building our technical knowledge, we should spend a lot more time educating ourselves on how to communicate better with our clients. That’s how we can articulate the value we provide and develop stronger relationships.”

 

Choosing to join Financial Wisdom

“Some people feel that their licensee should be not seen and not heard, but we believe our licensee should take an active interest in our business. This is because they ultimately bear responsibility for the financial advice we provide.”

 

Why he does what he does

“My greatest satisfaction comes from providing a solution to a client’s problem and seeing that solution as it takes effect. It’s about empowering our clients to make good decisions so they can get the most out of life.”