Financial Adviser
· CABOOLTURE, QLD
Simone Monica O'hara
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005010
Simone Monica O'hara is a financial adviser based in Caboolture, Queensland, with 30 years of experience in the financial services industry. Simone is currently authorised under Ri Advice Group Pty Ltd. Simone 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 Certified Financial Planner from Financial Planning Association of Australia Limited. Simone 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
Authorised to provide tax financial advice services
Qualifications and Training
2002
8 unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
2005
Certified Financial Planner
Financial Planning Association of Australia Limited
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
Accredited Listed Product Adviser
Kaplan Professional Education
Registration History
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register