Financial Adviser
· BUNDABERG, QLD
Gemma O'shanesy
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000304440
Gemma O'shanesy is a financial adviser based in Bundaberg, Queensland, with 19 years of experience in the financial services industry. Gemma is currently authorised under Ulton Wealth Services Pty Ltd. Gemma holds authorisations to advise on life insurance, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Accounting) from Central Queensland University. Gemma is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Business (Accounting)
Central Queensland University
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register