Data sourced from ASIC Financial Advisers Register
Financial Adviser · OSBORNE PARK, WA

Gregory Paul O'connell

19 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000428784

Gregory Paul O'connell is a financial adviser based in Osborne Park, Western Australia, with 19 years of experience in the financial services industry. Gregory is currently authorised under Charter Financial Planning Limited. Gregory 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 Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2000
Bachelor of Business
The University of Notre Dame Australia
2008
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2013
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2018
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2019
Accredited Aged Care Professional
Aged Care Steps
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2022
FPE011 Debt Strategies
Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Aug 2024 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Charter Financial Planning Limited
Mar 2021 - Aug 2024 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Byfields Advice Pty Ltd
Oct 2018 - Jul 2020 Ceased
Sentry Advice Pty Ltd
Oct 2016 - Sep 2018 Ceased
Akumin Financial Planning Pty Limited
Sep 2012 - Sep 2016 Ceased
"Authorised to provide personal financial product advice to retail clients on MDA services. MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives."

Source: ASIC Financial Advisers Register