Stephen O'halloran Financial Planner Report

Name:
Stephen O'halloran

Rep Number:
000253300

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2008-02-29 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000320404

Appointed By
Name:
Private Wealth Pty Ltd

Licence Number:
000320404

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
DFP 1 � Introduction to Financial Planning
Financial Planning Association
Independent Centre of Financial Planning
Insurance Planning � Principles & Applications
Integratec Training Pty Ltd
Investment Planning
Integratec Training Pty Ltd
Superannuation & Retirement Planning