Thomas Joseph O'shea Financial Planner Report

Name:
Thomas Joseph O'shea

Rep Number:
000340860

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2015-05-19 onwards

Licensee
Name:

Number:
000234665

ABN:
35 002 976 294

Controlled By:

Appointed By
Name:
Charter Financial Planning Limited

Licence Number:
000234665

ABN:
35 002 976 294

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
Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning)�
Curtin University
Bachelor of Commerce�
AMP Limited
Diploma of Financial Services (Financial Planning)�