Financial Adviser
· NORWEST, NSW
Patrick Anthony O'leary
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000245101
Patrick Anthony O'leary is a financial adviser based in Norwest, New South Wales, with 25 years of experience in the financial services industry. Patrick is currently authorised under Gcc Licensee Pty Ltd. Patrick 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 Diploma of Financial Planning from CCH. Patrick 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
2011
Margin Lending
Kaplan Professional Education
2012
BCom (Finance)
Macquarie University
2012
Diploma of Financial Planning
CCH
2013
Self Managed Superannuation Funds
Kaplan Professional Education
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
TYNAN MACKENZIE PTY LTD
Source: ASIC Financial Advisers Register