Financial Adviser
· BIRTINYA, QLD
Rory James O'neill
No disciplinary history on record with ASIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001294551
Rory James O'neill is a financial adviser based in Birtinya, Queensland, with 4 years of experience in the financial services industry. Rory is currently authorised under Fortnum Advice Pty Ltd. Rory 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 Bachelor of Commerce (Financial Planning) from University of the Sunshine Coast.
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
2020
Bachelor of Commerce (Financial Planning)
University of the Sunshine Coast
2022
FPC002B
Bridging Course - Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register