Financial Adviser
· WOLLONGONG, NSW
Breeana Simone O'donnell
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001305945
Breeana Simone O'donnell is a financial adviser based in Wollongong, New South Wales, with 2 years of experience in the financial services industry. Breeana is currently authorised under Symes Warne & Associates Pty Ltd. Breeana 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 Commerce (Financial Planning and Accounting) from University of Wollongong. Breeana is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2022
Commerce (Financial Planning and Accounting)
University of Wollongong
2023
Ethics and Professionalism
Ethics - Kaplan