Financial Adviser
· WESTCOURT, QLD
Jason Philip O'donnell
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000260304
Jason Philip O'donnell is a financial adviser based in Westcourt, Queensland, with 24 years of experience in the financial services industry. Jason is currently authorised under Advice Professionals Pty Ltd. Jason 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 CFP Education Program from FPA. Jason 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning
Deakin University
2005
CFP Education Program
FPA
2006
CFP Certification
FPA
2022
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
MCA FINANCIAL PLANNERS PTY. LTD.
TFS FINANCIAL PLANNING PTY LTD
GOWDIE INVESTMENTS PTY. LTD.
Source: ASIC Financial Advisers Register