Patrick Anthony O'leary Financial Planner Report

Name:
Patrick Anthony O'leary

Rep Number:
000245101

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2016-08-23 onwards

Licensee
Name:

Number:
000486196

Appointed By
Name:
Gcc Licensee Pty Ltd

Licence Number:
000486196

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Macquarie University
BCom (Finance)
CCH
Diploma of Financial Planning
Kaplan Professional Education
Margin Lending
Kaplan Professional Education
Self Managed Superannuation Funds

Memberships
Association of Financial Advisers (AFA)