SEAN O'KANE


Licensee: MEDICAL FINANCIAL PTY LTD

SEAN O'KANE (Adviser# 000325825) 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 July 3, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name SEAN O'KANE
Adviser Number 000325825
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000506557
MEDICAL FINANCIAL PTY LTD
Adviser Start Date 2018-07-03
Appointing Representative Name MEDICAL FINANCIAL PTY LTD
Appointing Representative Number 000506557
Memberships Financial Planning Association of Australia (FPA)
Further Restrictions Not authorised to provide Margin Lending advice.Superannuation advice excludes Self Managed Super Fund advice.

Authorisations to provide financial product advice

  • SEAN O'KANE
  • ·
  • 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

Qualifications and training history

Qualification / Degree Institute / School
Bachelor Degree (Hons) Business - Bournemouth University
Diploma Financial Planning - Pinnacle

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000506557 MEDICAL FINANCIAL PTY LTD
Further restrictions: Not authorised to provide Margin Lending advice.Superannuation advice excludes Self Managed Super Fund advice.
2018-07-03 - MEDICAL FINANCIAL PTY LTD
000230692 GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2008-05-21 - 2018-07-02 GWM ADVISER SERVICES LIMITED

Licensee Information

Licence Name MEDICAL FINANCIAL PTY LTD
Licence Number 000506557

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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.