Financial Adviser · BRISBANE CITY, QLD

Emma Zoey O'toner

BRISBANE CITY, QLD
1 Years experience
Tax advice
authorised
ASIC Registered · ADV 001285129
Currently at
Sydney, NSW (firm address)

Emma Zoey O'toner is a financial adviser based in Brisbane City, Queensland, with 1 year of experience in the financial services industry since 2025. Emma is currently authorised under Fitzpatricks Private Wealth. Emma holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Emma's qualifications include a Bachelor of Commerce (Financial Planning) from Griffith University. Emma 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 Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2018
Bachelor of Commerce (Financial Planning)
Griffith University
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Aug 2024 - Present Current
Feb 2024 - Jun 2024 Ceased
Aug 2021 - Oct 2021 Ceased
Not SMSF
Jan 2021 - Aug 2021 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register