Financial Adviser
· GEELONG, VIC
Brendan James O'rourke
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000330763
Brendan James O'rourke is a financial adviser based in Geelong, Victoria, with 31 years of experience in the financial services industry. Brendan is currently authorised under Infocus Securities Australia Pty Ltd. Brendan 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan. Brendan 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Services (Financial Planning)
Kaplan
2007
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2010
Margin Lending and Geared Investments
Kaplan
2012
SMSF Specialist Advisor
Self Managed Super Fund Association
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Government Debentures, Stocks or Bonds: class of product only.
ELDERS FINANCIAL PLANNING PTY LTD
Government Debentures, Stocks or Bonds - Class of product only.
MAGNITUDE GROUP PTY LTD
A.C.N. 116 900 362 LIMITED
Source: ASIC Financial Advisers Register