Financial Adviser · SYDNEY, NSW

Jason Patrick O'connell

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001269423

Jason Patrick O'connell is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Jason is currently authorised under Strategic Financial Pty Ltd. Jason 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 Graduate Diploma of Financial Planning from Kaplan Professional. Jason is a member of Chartered Institute for Securities and Investment (UK), Federation of European Independent Advisers (FEIFA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2014
QFA Diploma in Financial Advice
Institute of Banking University College of Dublin
2018
RO4 U.K. Pension and Retirement Planning
Chartered Institute Insurance UK
2019
Advanced Diploma of Financial Planning (FNS60415)
Mentor Education
2019
Pension Transfers & Planning Advice
Chartered Institute for Securities and Investment
2025
Ethics & Professionalism in Financial Advice FPC002B
Ethics - Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional
2025
SMSF Specialist Advisor (SSA)
SMSF Association

Registration History

Jan 2026 - Present Current
Oct 2020 - Jan 2026 Ceased
Nov 2018 - Oct 2020 Ceased

Source: ASIC Financial Advisers Register