Financial Adviser
· BURSWOOD, WA
Felix O'neill
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000428748
Felix O'neill is a financial adviser based in Burswood, Western Australia, with 14 years of experience in the financial services industry. Felix is currently authorised under Walshe Clancy O'neill Financial Planning Pty Ltd. Felix 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 Graduate Diploma of Financial Planning from Kaplan.
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
2009
Qualified Financial Adviser
Institute of Banking Ireland
2015
Diploma of Financial Planning
International Institute of Technology
2022
Advanced Diploma of Financial Planning
International Institute of Technology
2025
Graduate Diploma of Financial Planning
Kaplan