Financial Adviser · GEELONG WEST, VIC

Jeremy O'connell

13 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000440891

Jeremy O'connell is a financial adviser based in Geelong West, Victoria, with 13 years of experience in the financial services industry. Jeremy is currently authorised under Akumin Financial Planning Pty Limited. Jeremy 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 Master of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2019

Master of Financial Planning

Kaplan Higher Education Pty Limited

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2026

Commercial Law

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Mar 2026 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Akumin Financial Planning Pty Limited

Jun 2013 - Sep 2015 Ceased

MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register