Adviser Profile – Michael O’Hara

WSP Wealth and Security Planners Michael-O'Hara
Michael operates a blog for all things financial – Michael’s Musings – you can access the blog by clicking this photo.

Michael O’Hara is a director of WSP Pty Ltd and a founding partner in Wealth & Security Planners

Michael is a Certified Financial Planner (No.011027 granted 1 November 2000 after study through Deakin University), and member of the Financial Planning Association of Australia (FPA). Michael is a registered Tax (financal) Adviser (No.24936641).

Michael has worked in financial services since 1981, when he joined MLC. The next 13 years were spent in a number of roles, including:

  • Client Services Manager – during the fallout from the 1987 sharemarket crash!
  • Superannuation & Business Assurance Manager
  • State Sales Manager
  • Financial Planning Development Manager

Michael left MLC in 1994 to pursue a passion for holistic financial planning as an adviser under the business name Wealth & Security Planners.

In 1996 Michael entered a partnership with Ralph Treasure, John Claessen and Simon Tomkinson under the Wealth & Security Planners banner.

Outside of work, Michael’s interests include philosophy, jewellery and leather-work, writing, and when time allows, doing volunteer work for the Duyfken Replica Foundation  – especially when the role allows the chance to climb the rigging and set the sails.