David Anthony O'hara Financial Planner Report

Name:
David Anthony O'hara

Rep Number:
000319515

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2017-07-11 onwards

Licensee
Name:

Number:
000238256

ABN:
45 087 470 200

Controlled By:

Appointed By
Name:
Matrix Planning Solutions Limited

Licence Number:
000238256

ABN:
45 087 470 200

May advise on following product areas:
Non-basic Deposit Products
Old Law Securities Options Contracts and Warrants Securities
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
FPA
Diploma of Financial Planning
University of Western Sydney
Master of Applied Finance
Kaplan
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)