Financial Adviser
· MANLY, NSW
Peter John O'malley
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000459051
Peter John O'malley is a financial adviser based in Manly, New South Wales, with 13 years of experience in the financial services industry. Peter is currently authorised under Avalonfs Pty Ltd. Peter 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 UNSW.
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
2012
Bachelor of Commerce
Macquarie University
2013
Diploma of Financial Planning
Kaplan Professional
2017
Master of Financial Planning
UNSW
2017
SMSF SSA Acreditation
SMSF Association
Registration History
Restrictions: Authorised in MDA services, which is restricted to Limited Authority to Operate services.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