Financial Adviser · EAST TOOWOOMBA, QLD

Patrick Christopher O'connor

EAST TOOWOOMBA, QLD

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 000357418

Licensee

Count Financial Limited

Sydney, NSW (licence address on ASIC register)

View licensee

About Patrick Christopher O'connor

Patrick Christopher O'connor is a financial adviser based in East Toowoomba, Queensland, with 16 years of experience in the financial services industry since 2010. Patrick works at Count Financial, which is licensed through Count Financial Limited. Patrick holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Patrick's qualifications include a Bachelor of Business from University of Southern Queensland. Patrick is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.

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

1992

Bachelor of Business

University of Southern Queensland

2004

Graduate Diploma of Applied Finance and Investment

Securities Institute Education

2010

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2010

Margin Lending Accreditation Program

Deakin University / Stockbrokers Association of Australia

2011

ASIC Market Integrity Rules (ASX Market) 2010

Australian Securities & Investments Commission (ASIC)

2012

Provide Advice in Self-Managed Super Funds

Terra Cordis (RTO)

2020

Ethics & Professionalism in Financial Advice (FPC002B)

Ethics - Kaplan Professional

Registration History

Count Financial Limited

Sep 2026 - Present Current

Hunter Green Pty Ltd

Mar 2018 - Sep 2026 Ceased

MAGNITUDE GROUP PTY LTD

Aug 2016 - Mar 2018 Ceased

This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform

Dp Wealth Advisory Pty Ltd

Jun 2016 - Aug 2016 Ceased

IGNITION WEALTH LIMITED

Oct 2015 - Aug 2016 Ceased

Professional Investment Services Pty Ltd

Sep 2011 - May 2015 Ceased

Morgans Financial Limited

May 2010 - Jun 2011 Ceased

Source: ASIC Financial Advisers Register