Financial Adviser
· WEST PERTH, WA
Andrew James O'neil
No disciplinary history on record with ASIC
38
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000286899
Andrew James O'neil is a financial adviser based in West Perth, Western Australia, with 38 years of experience in the financial services industry. Andrew is currently authorised under Infocus Securities Australia Pty Ltd. Andrew 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. Andrew is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Business (Accounting and Finance)
Edith Cowan University
1997
Diploma of Financial Planning
Financial Planning Association
1998
Certified Financial Planner
Financial Planning Association
2004
Graduate Diploma of Applied Finance and Investment
Kaplan Higher Education Pty Limited
2012
Certificate IV in Finance and Mortgage Broking
Kaplan Professional
2014
Self Managed Superannuation Funds
Kaplan Professional
2021
Accredited Aged Care Professional
Aged Care Steps