Financial Adviser
· SOUTH TOOWOOMBA, QLD
Adam Lee Thomas O'connor
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001259688
Adam Lee Thomas O'connor is a financial adviser based in South Toowoomba, Queensland, with 9 years of experience in the financial services industry. Adam is currently authorised under Australian Mortgage And Financial Advisers Pty Ltd. Adam 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 Commerce from Deakin University. Adam is a member of CPA Australia (CPA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Commerce
Deakin University
2014
Graduate Diploma of Business (Accounting)
University of Southern Queensland
2017
Diploma of Financial Planning
Kaplan
2025
Ethics and Professionalism in Advice
Ethics - Kaplan