Financial Adviser
· CAMBERWELL, VIC
James Patrick O'reilly
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000379532
James Patrick O'reilly is a financial adviser based in Camberwell, Victoria, with 27 years of experience in the financial services industry since 1999. James is currently authorised under Synchron Advice. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd. James is a member of SMSF Association.
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
2009
Advanced Diploma of Financial Services (Financial Planning)
Mentor Education
2011
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2014
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd