LR Simon O’Connell 0084

Professional Biography

I simplify the complex and offer practical advice with care and clarity.

How do you describe what you do?

Provide clear, empathetic financial advice - especially those facing divorce - to help clients feel confident about their future and understand what matters most. I simplify the complex and offer practical advice with care and clarity. 

What's next for you professionally?

To promote best practice and development through training, financial education, and support for family practitioners and clients. Acting as a financial neutral in mediation to help both parties reach fair, informed outcomes.

How did you start off in your career?

By building a strong foundation in financial services through admin and customer service roles, progressing into technical and leadership positions, experience that has underpinned over 25 years as a trusted financial planner.

What's your area of expertise?

I offer compassionate financial advice to couples before and after separation, simplifying complex options and guiding them calmly and constructively toward confident, informed decisions about their financial future.

When you're not at work, what's your favourite thing to do?

I love walking the dog, listening to music, going to live gigs, and collecting rare vinyl. There’s nothing better than discovering a new favourite record, the crackle of a great album or the buzz of a live gig!  I have over 3,000 vinyl and CD’s.

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