Robert Anthony O'donnell Financial Planner Report

Name:
Robert Anthony O'donnell

Rep Number:
000279018

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2004-08-06 onwards

Location:
Noosaville, South Eastern, QLD, 4566

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Professional Investment Services Pty Ltd

Licence Number:
000234951

ABN:
11 074 608 558

May advise on following product areas:
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
Kaplan
ASX Securities
University of North Queensland
Bachelor of Commerce
FPA
Certified Financial Planner
Kaplan
Margin Lending
Tribeca
Self Managed Super Fund Course

Memberships
Financial Planning Association of Australia (FPA)