Financial Adviser
· ALDERLEY, QLD
Terence John O'regan
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000316876
Terence John O'regan is a financial adviser based in Alderley, Queensland, with 19 years of experience in the financial services industry. Terence is currently authorised under Millennium 3 Financial Services Pty Ltd. Terence holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Terence holds a Advanced Diploma of Financial Planning from Kaplan Education Pty Ltd.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Restrictions: Superannuation - All authorisation excludes SMSF advice
Authorised to provide tax financial advice services
Qualifications and Training
2017
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
Registration History
Superannuation - All authorisation excludes SMSF advice
Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; Managed Investments: within Superannuation only - IDPS excluded; Superannuation - Not Authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register