Financial Adviser
· SYDNEY, NSW
Samantha O'connor
No disciplinary history on record with ASIC
SYDNEY,
NSW
New
Adviser
Tax advice
authorised
authorised
ASIC Registered · ADV 001317124
About Samantha O'connor
Samantha O'connor is a financial adviser based in Sydney, New South Wales. Samantha is currently authorised under Private Wealth Partners Group, operating through Private Wealth Partners Advisory. Samantha holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Samantha holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
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
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register