Shaun Michael O'farrell Financial Planner Report

Name:
Shaun Michael O'farrell

Rep Number:
000329350

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2017-07-01 onwards

Licensee

Appointed By
Name:
Fortunity Advice Pty Ltd

Licence Number:
000496362

May advise on following product areas:
Non-basic Deposit Products
Old Law Securities Options Contracts and Warrants Securities
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
Tribeca
Advanced Diploma in Financial Services (Financial Planning)
FPA
CERTIFIED FINANCIAL PLANNER
Securities Institute of Australia
Diploma of Financial Markets
Integratec
Diploma of Financial Services (Financial Planning)

Memberships
Financial Planning Association of Australia (FPA)