Financial Adviser
· MELBOURNE, VIC
Carolyn Anne O'reilly
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000721
Carolyn Anne O'reilly is a financial adviser based in Melbourne, Victoria, with 20 years of experience in the financial services industry. Carolyn is currently authorised under Perpetual Trustee Company Limited. Carolyn holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Economics from University of Queensland. Carolyn is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1989
CO222
Other - The University of Queensland
1989
CO324
Other - The University of Queensland
1992
Bachelor of Economics
University of Queensland
2004
Graduate Diploma of Applied Finance and Investment
Securities Institute of Australia
2008
Diploma of Financial Services
Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional