Financial Adviser
· SYDNEY, NSW
David Anthony O'hara
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000319515
David Anthony O'hara is a financial adviser based in Sydney, New South Wales, with 17 years of experience in the financial services industry. David is currently authorised under Allied Advice Pty Ltd. David 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 Applied Finance from University of Western Sydney. David 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
1993
Bachelor of Science, Maths & Physical Geography
University of Sydney
1999
Diploma of Financial Planning
FPA
2008
Master of Applied Finance
University of Western Sydney
2008
SMSF Specialist Adviser
SMSF Association
Registration History
A.C.N. 133 593 012 PTY LTD
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures or Stocks or Bonds: class of product only.
Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; Superannuation - Not Authorised to provide SMSF advice.
GENESYS WEALTH ADVISERS PTY LIMITED
Source: ASIC Financial Advisers Register