Daniel O'leary Financial Planner Report

Name:
Daniel O'leary

Rep Number:
000340288

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2016-11-07 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000402370

ABN:
59 133 479 115

Appointed By
Name:
Affinity Wealth Services Pty Ltd

Licence Number:
000402370

ABN:
59 133 479 115

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
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Pinnacle
Advanced Diploma of Financial Planning
Kaplan Professional
Diploma of Financial Services (Financial Planning) FNS50804
Pinnacle Financial Services Academy
Diploma of Financial Services (Financial Planning) FNS50804
Kaplan Professional
Regulatory Guide (RG) 146 all RG146 skills requirements Accreditation
Mentor Education
SMSF Specialist Adviser

Memberships
Financial Planning Association of Australia (FPA)