Patrick Christopher O'connor Financial Planner Report

Name:
Patrick Christopher O'connor

Rep Number:
000357418

Status:
Current

First Advice:
2010

Disciplinary action:
No action

Most Recent Role:
2016-08-18 onwards

Licensee
Name:

Number:
000221557

ABN:
54 086 266 202

Controlled By:

Appointed By
Name:
Gth Financial Planning Pty Ltd

Licence Number:
000418879

ABN:
54 106 066 246

May advise on following product areas:
Non-basic Deposit Products
Derivatives
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 Education
ASX Accredited Listed Products Adviser
University of Southern Queensland
Bachelor of Business
Kaplan Professional Services
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
Graduate Diploma of Applied Finance and Investment

Memberships
Institute of Chartered Accountants Australia
Tax Practitioner's Board of Australia