The Financial Planning Association of Australia The Financial Planning Association of Australia

Simon O'Donnell, CFP®


Name Simon O'Donnell CFP®
Address Suite 77 23-27 MacMahon Street
Hurstville, NSW 2220
Phone 02 9570 8777
Website www.ipw.com.au

I have been a financial adviser since 1996. Roles include 3 years with Ord Minnett, 1 year with Westpac, over 7 years with Commonwealth Private Bank and 7 years with Wilson HTM. After spending many years in large business, in 2013, I decided to establish my own advisory firm called Integrity Private Wealth. The name of the company signifies the values that are instilled within the business. The business focuses on all aspects of financial services. We have the ability to integrate a client's complete financial needs from accounting, to SMSF establishment, administration and management, investment management and stock broking. We also provide discretionary investment management services.

< Prev Page