Financial Adviser
· BEECHWORTH, VIC
Marcus John O'connor
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000380019
Marcus John O'connor is a financial adviser based in Beechworth, Victoria, with 26 years of experience in the financial services industry. Marcus is currently authorised under Vision Planning & Finance (Aust) Pty Ltd. Marcus 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 Business Accountancy from RMIT. Marcus 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
Authorised to provide tax financial advice services
Qualifications and Training
1997
Advanced Diploma of Business (Accounting)
Swinburne University
1999
Bachelor Business Accountancy
RMIT
2002
Diploma Financial Planning
FPA