Financial Adviser · BRISBANE, QLD

Benjamin O'connor

21 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000283488

Benjamin O'connor is a financial adviser based in Brisbane, Queensland, with 21 years of experience in the financial services industry. Benjamin is currently authorised under Psk Advisory Services Pty Ltd. Benjamin 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 Master of Financial Planning from Griffith University. Benjamin 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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1994

Bachelor of International Business

Griffith University

2007

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2009

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2011

Margin Lending and Geared Investments

Kaplan Professional

2015

Self Managed Superannuation Funds

Mentor Education

2018

Master of Financial Planning

Griffith University

Registration History

Psk Advisory Services Pty Ltd

Nov 2023 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Charter Financial Planning Limited

Sep 2012 - Nov 2023 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

JIGSAW SUPPORT SERVICES PTY LIMITED

Jan 2004 - Sep 2012 Ceased

Source: ASIC Financial Advisers Register