Financial Adviser · ULLADULLA, NSW

Jeanette O'connor

12 Years experience

Tax advice
authorised

Currently at

Hales Douglass Financial Services Pty Ltd

Ulladulla, NSW

View firm profile

ASIC Registered · ADV 000456468

Jeanette O'connor is a financial adviser based in Ulladulla, New South Wales, with 12 years of experience in the financial services industry. Jeanette is currently authorised under Hales Douglass Financial Services Pty Ltd. Jeanette 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 Plannning (includes Commercial Law) from Kaplan Professional. Jeanette is a member of Association of Independently Owned Financial Professionals (AIOFP).

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

2009

Diploma of Financial Services

Kaplan Professional

2011

Advanced Diploma of Financial Services Financial Planning

Kaplan Professional

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2024

Graduate Diploma of Financial Plannning (includes Commercial Law)

Kaplan Professional

2025

Tax Financial Advising / Taxation Law

Kaplan Professional

Registration History

Hales Douglass Financial Services Pty Ltd

Apr 2014 - Present Current

Source: ASIC Financial Advisers Register