OUR TEAM

GERARD O'SHAUGHNESSY
SENIOR ADVISER

Gerard has over 30 years experience in financial services, including senior positions at NAB and other financial planning firms. He has advanced skills in structuring client's investments to achieve the most efficient after tax outcomes as well as ongoing management of clients portfolios. He runs PPN Wealth's investment process and also writes PPN Wealth's fortnightly 'News and Views' for clients. He is a Certified Practising Accountant and has a degree in Economics and post graduate qualifications in Financial Planning and computing.

 

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