Financial Adviser
· MAITLAND, NSW
Owen Alexander O'neil
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001311401
Owen Alexander O'neil is a financial adviser based in Maitland, New South Wales, with 1 year of experience in the financial services industry. Owen is currently authorised under Anova Financial Group Pty Ltd. Owen 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 Higher Education Pty Ltd. Owen 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
Authorised to provide tax financial advice services
Qualifications and Training
2003
Advanced Diploma of Financial Planning
Tribeca
2003
Diploma of Financial Planning
Tribeca
2023
Economic and Legal Context for Financial Planning FPC001B
Kaplan Higher Education Pty Ltd
2023
Taxation for Financial Planning FPC006
Kaplan Higher Education Pty Ltd
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2024
Master of Financial Planning
Kaplan Higher Education Pty Ltd