Financial Adviser
· DUBBO, NSW
Vicki O'connor
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000956
Vicki O'connor is a financial adviser based in Dubbo, New South Wales, with 26 years of experience in the financial services industry. Vicki is currently authorised under Viridian Advisory Pty Ltd. Vicki 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). Vicki 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
1983
Bachelor of Financial Administration
The University of New England
1999
8 unit Diploma of Financial Planning
Financial Advice Association of Australia Ltd
2007
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2007
Certified Financial Planner (CFP®)
Financial Planning Association of Australia (FPA)
2017
Accountants SMSF Package
Kaplan Professional
2017
Accredited Listed Product Adviser Program
Kaplan Professional
2018
Aged Care
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education