James Patrick O'reilly Financial Planner Report

Name:
James Patrick O'reilly

Rep Number:
000379532

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2015-01-14 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000243313

ABN:
33 007 207 650

Appointed By
Name:
Synchronised Business Services Pty Ltd

Licence Number:
000243313

ABN:
33 007 207 650

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
RG146 Training Australia
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
Graduate Diploma of Financial Planning
Kaplan
Margin Lending and Geared Investments
Kaplan
Master of Applied Finance
SMSF Association
SMSF Specialist Adviser

Memberships
Association of Financial Advisers (AFA)
SMSF Association