We believe financial planning is all about creating opportunities to live the life you want. With the help of The McMahon Osborne Financial Planning Group, consisting of David O'Mara and Tiffany Thorogood, we can determine a detailed strategy tailored to suit your specific situation.
Prior to commencing in Financial Planning, David worked in the Department of Social Security (Centrelink) for 22 years. The last 10 years were spent as Regional Manager in Albury. In 1994 David started working with McMahon Osborne Group as well as running his own Financial Planning practice in Albury. The Albury office still operates but the majority of his time is spent in Sunbury. Additional training is always undertaken to ensure he is ahead of new developments and David holds a Diploma of Financial Planning and is a Justice of the Peace (JP) in NSW.
Our financial planning team are committed to ensuring that you receive the knowledge and education that you require in order to understand and be comfortable with, any strategy implemented. We specialise in areas including, superannuation, retirement, redundancy planning, wealth creation, general investment planning as well as a risk and estate planning.
To make an appointment with our financial planning team call (03) 9740 7388 or email email@example.com