Trevor O'callaghan Financial Planner Report

Name:
Trevor O'callaghan

Rep Number:
000415902

Status:
Current

First Advice:
2012

Disciplinary action:
No action

Most Recent Role:
2016-06-10 onwards

Licensee
Name:

Number:
000237504

ABN:
41 002 574 923

Controlled By:

Appointed By
Name:
Macquarie Equities Limited

Licence Number:
000237504

ABN:
41 002 574 923

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
Advanced Diploma - Financial Planning
Murdoch University
Bachelor Degree - Economics
Tribeca
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)