Financial Adviser
· MELBOURNE, VIC
Chris O'connor
No disciplinary history on record with ASIC
MELBOURNE,
VIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005350
About Chris O'connor
Chris O'connor is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry since 2004. Chris is currently authorised under Jbwere. Chris holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Chris's qualifications include a Bachelor of Commerce from Monash University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Commerce
Monash University
2001
Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)
Kaplan Higher Education Pty Limited
2018
Foreign Exchange Accreditation Program
SAFAA
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Superannuation - Can only advise on a person's existing holding in a superannuation product
Source: ASIC Financial Advisers Register