Financial Adviser · CABARITA BEACH, NSW

Alex O'neill

12 Years experience

Tax advice
authorised

Currently at

Wickham, NSW

View firm profile

ASIC Registered · ADV 001234751

Alex O'neill is a financial adviser based in Cabarita Beach, New South Wales, with 12 years of experience in the financial services industry. Alex is currently authorised under Politis Investment Strategies Pty Ltd. Alex 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 Financial Planning from Kaplan. Alex 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 Deposit Products

Restrictions: Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Authorised to provide tax financial advice services

Qualifications and Training

2007

Bachelor of Business (International Business)

University of the Sunshine Coast (USC)

2014

Diploma of Financial Planning

Integrity Education Group

2017

Self Managed Super Funds

Integrity

2019

Ethics and Professionalism in Financial Advice (FPC002B)

Ethics - Kaplan Professional

2020

Graduate Diploma in Financial Planning

Kaplan Professional

2022

Master of Financial Planning

Kaplan

Registration History

Politis Investment Strategies Pty Ltd

Aug 2023 - Present Current

Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Synchron Advice Pty Ltd

Sep 2020 - Aug 2023 Ceased

Evolution Advisory Pty Ltd

Apr 2020 - Aug 2020 Ceased

Akumin Financial Planning Pty Limited

Aug 2015 - Feb 2020 Ceased

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

Source: ASIC Financial Advisers Register