Financial Adviser
· TURA BEACH, NSW
Linda O'kelly
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000326599
Linda O'kelly is a financial adviser based in Tura Beach, New South Wales, with 18 years of experience in the financial services industry. Linda is currently authorised under Synchron Advice Pty Ltd. Linda 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 Advanced Diploma of Financial Services (Financial Planning) from Mentor Education Group.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Diploma of Financial Services (Financial Planning)
Mentor Education Group
2010
Advanced Diploma of Financial Services (Financial Planning)
Mentor Education Group
2019
Self Managed Superannuation Funds
Mentor Education
2020
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited
Registration History
LIFE PLAN FP PTY LTD
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
JIGSAW SUPPORT SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register