Data sourced from ASIC Financial Advisers Register
Financial Adviser · ALBURY, NSW

Desmond O'connor

14 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000423715

Desmond O'connor is a financial adviser based in Albury, New South Wales, with 14 years of experience in the financial services industry. Desmond is currently authorised under Akumin Financial Planning Pty Limited. Desmond 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 Bachelor of Commerce from University of Auckland.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2007
Bachelor of Commerce
University of Auckland
2011
Graduate Diploma in Commerce
University of Auckland
2014
Diploma of Financial Planning
Mentor Education Pty Ltd
2015
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2019
Margin Lending
Mentor Education Pty Ltd
2025
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
FPC003 Superannuation and Retirement Advice
Kaplan Higher Education Pty Limited
2025
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Nov 2019 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Hillross Financial Services Limited
Jul 2017 - Oct 2019 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Interprac Financial Planning Pty Ltd
Aug 2014 - Jul 2017 Ceased
VESTON PTY LTD
Jun 2012 - Dec 2012 Ceased

Source: ASIC Financial Advisers Register