Financial Adviser
· MELBOURNE, VIC
Mark O'donnell
No disciplinary history on record with ASIC
MELBOURNE,
VIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001009308
About Mark O'donnell
Mark O'donnell is a financial adviser based in Melbourne, Victoria, with 12 years of experience in the financial services industry since 2014. Mark is currently authorised under Perpetual Trustee Company Limited, operating through Perpetual Trustee Company. Mark holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Mark's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited.
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
2014
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2015
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2015
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2021
Master of Financial Planning
Kaplan Higher Education Pty Limited
2025
Commercial Law
Kaplan Higher Education Pty Limited
2025
Tax for Financial Advising
Kaplan Higher Education Pty Limited
Registration History
Securities - Class of product advice only.
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
miscellaneous financial investment products restricted to instalment warrants issued in respect of interests in direct real property
Source: ASIC Financial Advisers Register