SEAN O'KANE, DIRECTOR
I am most effective with my clients when I am actively involved in their decision making, as sound decisions form the basis of sound financial plans. Helping clients see all their options, rather just the ones they are asking about leads to be better outcomes, something I have witnessed in my over 15 years of advising Doctors.
Working with one group of professionals for such a long period has allowed me to gain an intricate knowledge of what’s relevant to them. So there’s not much of financial nature with Doctors that I have not been involved with. I am in a privileged position to be able to share my client’s financial journeys with them and see their dreams become reality, something that I remind myself of daily.
I continue to develop professionally and have recently completed 5 post-graduate subjects to ensure I am at the forefront of the latest thinking in financial advice. I also like to continue to challenge myself personally and am in the process of learning piano and sailing.
I’m married to Ruth, my reason for coming to Australia, and have two boys, Ollie and Charlie. Making sure I have enough time with them is at the heart of my financial plan.
To view my reviews on Advisor Rating, please click the button below.