Financial Adviser
· BELMONT, VIC
Darcy O'rourke
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001252661
Darcy O'rourke is a financial adviser based in Belmont, Victoria, with 10 years of experience in the financial services industry. Darcy is currently authorised under Lifespan Financial Planning Pty Ltd. Darcy 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.
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
2016
Bachelor of Commerce
Deakin University
2016
Diploma of Financial Planning
Mentor Education
2017
Tax for Financial Advising
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan
2025
SMSF Regulations and Taxation
Kaplan
Registration History
We appoint you our Authorised Representative in accordance with section 916A (1) of the Corporations Act.You are authorised to perform the following tasks: Deposit and payment products limited to:o Basic Deposit Products;o Deposit Products other than basic Deposit Products Life Products including;a) Investment Life Insurance products as well as any products issued by a Registered Life Insurance Company thatare backed by one or more of its statutory funds; andb) Life Risk Insurance products as well as any products issued by a Registered Life Insurance Company that arebacked by one or more of its statutory funds; Interest in Managed Investment Schemes including investor directed portfolio services; Retirement savings accounts (RSA) products (Within the meaning of the Retirement Savings Account Act 1997); Superannuation and retirement products Listed Securities
Source: ASIC Financial Advisers Register