Imperius Wealth

Meet the Team

Jason O’Connell


Jason O’Connell QFA -

Jason O’Connell is a dual authorised financial planner with almost 2 decades’ experience in wealth management and business development. 

Among other accolades he is a notable expert in UK and Ireland cross boarder retirement holding the QFA designation in Ireland, and both the Pension Transfers & Planning Advice – Chartered Institute for Securities & Investment (CISI) and R04 (Pensions and Retirement Planning) accreditation in the UK. 

“I have extensive knowledge and experience in cross-border financial planning that allows my national and international clients to achieve the most out of their pensions, investments and lives.

Over the years, I have become very well connected, and now I can always exceed my clients’ expectations – no matter how complex or nuanced their need or situation.

I am happy to help you manage a wide range of financial matters. This includes retirement planning, international pension analysis, investments, inheritance, savings, life assurance, critical illness cover, multi-jurisdictional estate planning and international wills.

If you are planning an international move, or have already done so, I welcome the opportunity to discuss with you how to maximise the benefits of your pension, investments and financial planning situation.”

Professional Qualifications


  • Diploma of Financial Planning
  • Advanced Diploma of Financial Planning (ADFP)
  • SMSF Adviser


  • Professional Certificate in Financial Advice, LIA
  • Professional Diploma in Financial Planning, Qualified Financial Adviser (QFA), LIA


  • Pensions and Retirement planning – Chartered Insurance Institute (CII)
  • Pension Transfers & Planning Advice – Chartered Institute for Securities & Investment (CISI)

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