Belmont Financial Pty Ltd is a financial planning and advisory firm founded in March 2006 by Marcus O'Callaghan.
Marcus holds Bachelor degrees in Commerce and Law (with Honours) and a Diploma of Financial Services (Financial Planning). Marcus was admitted to practice as a Solicitor in 1995 and is an Associate of the Financial Services Institute of Australasia.
Marcus has over 15 years experience in the legal and financial services industries. He has worked across banking and property law, corporate banking and financial planning.
In each of these fields, Marcus worked closely with high net worth clients. Almost universally, these clients had achieved their professional and business goals by concentrating on their particular skill or talent - but this was often to the detriment of their finances. Whilst not necessarily "losing" money, these high-achievers were typically not making the most of their financial situation. This was almost entirely due to them not having sufficient time to attend to their own affairs.
This observation was reinforced outside of work. Marcus comes from a family where both of his parents and all of his five brothers are qualified professionals across law, medicine (people and animals), engineering and commerce.
All of them met the definition of people (it's impossible to refer to your brothers as high achievers) who devote the vast majority of their time to clients and patients. Once again, not enough time spent on their own financial affairs.
Colleagues were generally also in the same boat.
So Marcus established Belmont Financial with the relatively simple plan of:
- Providing intelligent and pro-active advice to a high-achieving client base; and then
- Ensuring that the advice is put into action on behalf of these time-poor clients.
Intelligent Advice and Outstanding Service - two concepts done well. That is the one-line business plan.
By using his mix of financial planning, legal and banking skills, Marcus is able to provide a complete advisory service. This ensures we cover all of the bases to create and implement the best solution for you.
Belmont Financial Pty Ltd and Marcus O'Callaghan are Authorised Representatives of FourThree Pty Ltd AFSL 472131.
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