(07) 3512 8800 wealth@msitaylor.com.au

About Us

Learn more about the team at MSI Taylor Wealth Management

Our talented & experienced team is here to help

Our role as financial advisors is not just limited to monitoring and advising investments. We help you identify your long and short-term goals, and provide you with the advice and strategies to enable you to achieve them.

We follow a proven financial planning process that we have been using successfully with our clients for many years.

Peter O'Callaghan - Authorised Representative & Partner

Peter is the Director based in our Brisbane office and has been in the financial services industry for over 20 years.

 

CFP Dip FP, M Fin Serv Law JP (Qual)

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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 - Authorised Representative & Partner

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.

 

LLB (Honours), B.Comm, Grad Dip CA and Dip Taxation

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Daniel 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.

Success Stories with Clients 

Hear from our clients

 

Brian & Cathy

Brian and Cathy North were facing an uncertain future. They had a number of investments but were worried they wouldn’t have enough money to retire when they were planning to. Read about how they were able to get their retirement plan back on track.

Brian and Cathy North’s story

 

Des & Di

Des and Di thought they were doing ok with their finances. They had a comfortable life and they were able to send their children to private school. When they received a small inheritance, they wanted to get advice on how best to structure their finances to have a more comfortable life and a secure future. This is their story.

 Josh & Rebecca

With a young family to support and a new private practice to establish, Josh and Rebecca wanted to ensure their finances were in shape so that they could enjoy spending time with the children while they were young, while also setting themselves up for an enjoyable future. Watch to learn more.

 Leanne’s Story

Our Practices

 

WHAT IS THE BENEFIT OF USING A FINANCIAL ADVISOR?

Whether you are just starting out in your career, mid-way through, or approaching retirement, getting professional financial advice from a known and trusted source is essential. A financial advisor can help create a clear plan for your future and deliver peace of mind.

Our role as financial advisors is not just limited to monitoring and advising investments. We help you identify your long and short-term goals, and provide you with the advice and strategies to enable you to achieve them.

 

WHAT IS INVOLVED IN THE PLANNING PROCESS?

We follow a proven financial planning process that we have been using successfully with our clients for many years.

Step 1 – The first stage involves carefully examining your current situation, goals, and personal preferences for various investment styles. We work with you to identify what is important to you, and what your dreams and aspirations are.

Step 2 – Once we have a clear picture of your requirements, we deliver a series of recommendations before agreeing on a final solution, ensuring you are completely comfortable.

Step 3 – After your financial plan is in place, we will work with you to keep it on track over time. We may conduct regular reviews to assess your changing needs, and adjust your plan as required.

If you would like to discuss how we can help you build a secure financial future — simply contact us to arrange a complimentary, obligation free appointment.

Have any questions? Come and chat today

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