Financial Adviser
· BRADDON, ACT
Anthony Shane O'hara
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000310502
Anthony Shane O'hara is a financial adviser based in Braddon, Australian Capital Territory, with 19 years of experience in the financial services industry. Anthony is currently authorised under Nascent Advisory Group Pty Ltd. Anthony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Anthony is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Graduate Diploma of Financial Planning
Kaplan Professional
2015
Master of Applied Finance
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional