Financial Adviser
· SYDNEY, NSW
Jack Brian O'donnell
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001311480
Jack Brian O'donnell is a financial adviser based in Sydney, New South Wales, with 1 year of experience in the financial services industry. Jack is currently authorised under Private Wealth Partners Group Pty Limited. Jack 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 Bachelor of Commerce (Financial Planning) from University of Wollongong.
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
2023
Bachelor of Commerce (Financial Planning)
University of Wollongong
2026
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd