Financial Adviser
· GEELONG, VIC
Denis O'callaghan
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000264218
Denis O'callaghan is a financial adviser based in Geelong, Victoria, with 26 years of experience in the financial services industry. Denis is currently authorised under Fitzpatricks Private Wealth Pty Ltd. Denis 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 Business from Ballarat College of Advanced Education. Denis is a member of Financial Advice Association of Australia (FAAA), SMSF Association and Tax Practitioners Board (TPB).
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
1988
Bachelor of Business
Ballarat College of Advanced Education
2001
Diploma of Financial Planning
Deakin University
2016
Self Managed Superannuation Funds
Kaplan Professional