STEPHEN O'HALLORAN


Licensee: PRIVATE WEALTH PTY LTD

STEPHEN O'HALLORAN (Adviser# 000253300) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is February 29, 2008.

Adviser Overview

Register Name Financial Advisers
Adviser Name STEPHEN O'HALLORAN
Adviser Number 000253300
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000320404
PRIVATE WEALTH PTY LTD
Adviser Start Date 2008-02-29
Appointing Representative Name PRIVATE WEALTH PTY LTD
Appointing Representative Number 000320404

Authorisations to provide financial product advice

  • STEPHEN O'HALLORAN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Financial Planning Association DFP 1

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000320404 PRIVATE WEALTH PTY LTD 2008-02-29 - PRIVATE WEALTH PTY LTD
000232701 WEALTH MANAGERS PTY LTD
Licence controlled by: IOOF HOLDINGS LTD [Date Ceased: 02/06/2017]
2007-01-10 - 2008-02-29 STEPHEN O'HALLORAN
000244245 EQUITY FINANCIAL SERVICES AUSTRALIA PTY LTD 2005-06-01 - 2006-11-24 STEPHEN O'HALLORAN
000239180 PRIMESTOCK SECURITIES LIMITED 2004-01-01 - 2005-05-29 STEPHEN O'HALLORAN

Licensee Information

Licence Name PRIVATE WEALTH PTY LTD
Licence Number 000320404

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.