Data sourced from ASIC Financial Advisers Register
Financial Adviser · SYDNEY, NSW

Gerard O'connor

29 Years experience
Tax advice
authorised
Currently at
Jbwere Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 001005466

Gerard O'connor is a financial adviser based in Sydney, New South Wales, with 29 years of experience in the financial services industry. Gerard is currently authorised under Jbwere Ltd. Gerard holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association. Gerard is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Derivatives Foreign Exchange Deposit Products Government Bonds Margin Lending

Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product

Authorised to provide tax financial advice services

Qualifications and Training

1997
Bachelor of Economics
Macquarie University
2000
Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)
Kaplan Higher Education Pty Limited
2004
Certified Financial Planner
Financial Planning Association
2021
Ethics for Financial Services
Ethics - Deakin University

Registration History

Jbwere Ltd
Oct 2009 - Present Current
Superannuation - Can only advise on a person's existing holding in a superannuation product

Source: ASIC Financial Advisers Register