STEPHANIE HELEN O'CONNOR

Licensee: CUSTOM ACCOUNTING PTY LTD

STEPHANIE HELEN O'CONNOR (Adviser# 001006504) 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 1, 2005.

Adviser Overview

Register Name Financial Advisers
Adviser Name STEPHANIE HELEN O'CONNOR
Adviser Number 001006504
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2005
Financial Service (AFS) Licence Licence# 000286854
CUSTOM ACCOUNTING PTY LTD
Licence ABN 44103707044
Adviser Start Date 2005-07-01
Appointing Representative Name CUSTOM ACCOUNTING PTY LTD
Appointing Representative Number 000286854
Appointing Representative ABN 44103707044
Memberships Chartered Accountants Australia and New Zealand (CA)
Stockbrokers Association of Australia

Authorisations to provide financial product advice

  • STEPHANIE HELEN O'CONNOR
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Economics Macquarie University
Certificate of Public Practice The Institute of Chartered Accountants in Australia
Financial Planning Proper Authority Course The Securities Institute in association with the The Institute of Chartered Accountants in Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000286854 CUSTOM ACCOUNTING PTY LTD 2005-07-01 - CUSTOM ACCOUNTING PTY LTD

Licensee Information

Licence Name CUSTOM ACCOUNTING PTY LTD
Licence Number 000286854
Licence ABN 44103707044

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DEBRA LEE CRAM Custom Accounting Pty Ltd Current 2017-06-08
ELIZABETH GRACE BODYCOTT Custom Accounting Pty Ltd Current 2017-06-06

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DEBRA LEE CRAM Custom Accounting Pty Ltd Current 2017-06-08
ELIZABETH GRACE BODYCOTT Custom Accounting Pty Ltd Current 2017-06-06

Competitor

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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.