Financial Adviser
· BALLARAT CENTRAL, VIC
Peter John Oconnell
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000840
Peter John Oconnell is a financial adviser based in Ballarat Central, Victoria, with 31 years of experience in the financial services industry. Peter is currently authorised under Ppt Financial Pty Ltd. Peter 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. Peter 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Diploma of Financial Planning
Financial Planning Association
2008
Certified Financial Planner
Financial Planning Association