Data sourced from ASIC Financial Advisers Register
Financial Adviser · BONDI JUNCTION, NSW

David Michael O'callaghan

32 Years experience
Tax advice
authorised
Currently at
Paragem Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000330557

David Michael O'callaghan is a financial adviser based in Bondi Junction, New South Wales, with 32 years of experience in the financial services industry. David is currently authorised under Paragem Pty Limited. David 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 Master of Personal Financial Planning from University of Southern Queensland. David 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

1999
8 Unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2003
Diploma of Financial Services (Financial Planning)
Commonwealth Bank
2003
Diploma of Financial Services
Commonwealth Bank
2007
Master of Personal Financial Planning
University of Southern Queensland
2010
ASX Accredited Listed Products Adviser (ALPA) Program
Kaplan Professional
2010
Self-Managed Superannuation Funds
Kaplan Professional
2011
Margin Lending Accreditation Program
Financial Essentials
2017
DFP5v2 Tax for Financial Advising
Kaplan Professional
2017
Master of Business Administration
Australian Institute of Business
2017
TASA and the TPB Code of Professional Conduct
Kaplan Professional
2017
TASACLv1 Commercial Law
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Paragem Pty Limited
Jun 2023 - Present Current
LONSDALE FINANCIAL GROUP PTY LTD
May 2018 - Jun 2023 Ceased
Fortnum Private Wealth Ltd
Jun 2013 - May 2018 Ceased
Government Debentures, Stocks or Bonds - Class of product only;
Ri Advice Group Pty Ltd
Nov 2010 - Jun 2013 Ceased
GENESYS WEALTH ADVISERS PTY LIMITED
Oct 2008 - Nov 2010 Ceased

Source: ASIC Financial Advisers Register