SHANE ANTHONY O'CONNOR


Licensee: FINANCIAL PLANNING ADVICE AUSTRALIA PTY. LTD.

SHANE ANTHONY O'CONNOR (Adviser# 001263047) 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 March 23, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name SHANE ANTHONY O'CONNOR
Adviser Number 001263047
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2018
Financial Service (AFS) Licence Licence# 000461710
FINANCIAL PLANNING ADVICE AUSTRALIA PTY. LTD.
Licence ABN 72600562865
Licence Controlled By Steven Barclay
Adviser Start Date 2018-03-23
Appointing Representative Name KEYSTONE WEALTH PTY LTD
Appointing Representative Number 000350608
Appointing Representative ABN 15142841281

Authorisations to provide financial product advice

  • SHANE ANTHONY O'CONNOR
  • ·
  • 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
Graduate Certificate in Applied Finance Kaplan
Risk Management Kaplan
Superannuation & Retirement Planning Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000461710 FINANCIAL PLANNING ADVICE AUSTRALIA PTY. LTD.
Licence controlled by: Steven Barclay
2018-03-23 - KEYSTONE WEALTH PTY LTD

Licensee Information

Licence Name FINANCIAL PLANNING ADVICE AUSTRALIA PTY. LTD.
Licence Number 000461710
Licence ABN 72600562865

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
GRANT YOUNG Financial Planning Advice Australia Pty. Ltd. Current 2017-07-03
AIDAN MICHAEL DIXON Financial Planning Advice Australia Pty. Ltd. Current 2016-08-22
KYLIE AYRES Financial Planning Advice Australia Pty. Ltd. Ceased 2016-03-02
TIMOTHY NEALE MUGLISTON Financial Planning Advice Australia Pty. Ltd. Ceased 2015-04-20
DANIEL WERNER Financial Planning Advice Australia Pty. Ltd. Current 2014-11-03
STEVEN BARCLAY Financial Planning Advice Australia Pty. Ltd. Current 2014-09-15
CHRISTOPHER JOHN ZEGERS Financial Planning Advice Australia Pty. Ltd. Current 2014-09-15

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
GRANT YOUNG Financial Planning Advice Australia Pty. Ltd. Current 2017-07-03
AIDAN MICHAEL DIXON Financial Planning Advice Australia Pty. Ltd. Current 2016-08-22
KYLIE AYRES Financial Planning Advice Australia Pty. Ltd. Ceased 2016-03-02
TIMOTHY NEALE MUGLISTON Financial Planning Advice Australia Pty. Ltd. Ceased 2015-04-20
DANIEL WERNER Financial Planning Advice Australia Pty. Ltd. Current 2014-11-03
STEVEN BARCLAY Financial Planning Advice Australia Pty. Ltd. Current 2014-09-15
CHRISTOPHER JOHN ZEGERS Financial Planning Advice Australia Pty. Ltd. Current 2014-09-15

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.