Financial Adviser
· EAST TOOWOOMBA, QLD
Patrick Christopher O'connor
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000357418
Patrick Christopher O'connor is a financial adviser based in East Toowoomba, Queensland, with 16 years of experience in the financial services industry. Patrick is currently authorised under Hunter Green Pty Ltd. Patrick 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 Business from University of Southern Queensland. Patrick is a member of Institute of Chartered Accountants Australia and Tax Practitioner's Board of Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of Business
University of Southern Queensland
2011
ASX Accredited Listed Products Adviser
Kaplan Professional Education
2012
SMSM Specialist
Terra Cordis
2014
Graduate Diploma of Applied Finance and Investment
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
MAGNITUDE GROUP PTY LTD
This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform
IGNITION WEALTH LIMITED
Source: ASIC Financial Advisers Register