GREGORY PAUL O'CONNELL

Licensee: SENTRY ADVICE PTY LTD

GREGORY PAUL O'CONNELL (Adviser# 000428784) 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 October 6, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name GREGORY PAUL O'CONNELL
Adviser Number 000428784
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000227748
SENTRY ADVICE PTY LTD
Licence ABN 77103642888
Licence Controlled By SENTRY GROUP PTY LTD
Adviser Start Date 2016-10-06
Appointing Representative Name THE TRUSTEE FOR HOOPER BFP TRUST & THE TRUSTEE FOR LANE BFP TRUST & THE TRUSTEE FOR MURPHY BFP TRUST & THE TRUSTEE FOR NORTHCOTT
Appointing Representative Number 000317724
Appointing Representative ABN 81149135817
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • GREGORY PAUL O'CONNELL
  • ·
  • 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
Advanced Diploma of Financial Planning Kaplan Professional
Bachelor of Business (Management) The University of Notre Dame Australia
Diploma of Financial Services (Financial Planning) Tribeca

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000227748 SENTRY ADVICE PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD
2016-10-06 - THE TRUSTEE FOR HOOPER BFP TRUST & THE TRUSTEE FOR LANE BFP TRUST & THE TRUSTEE FOR MURPHY BFP TRUST & THE TRUSTEE FOR NORTHCOTT
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: "Authorised to provide personal financial product advice to retail clients on MDA services. MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives."
2012-09-27 - 2016-09-09 AMP FINANCIAL PLANNING PTY LIMITED

Licensee Information

Licence Name SENTRY ADVICE PTY LTD
Licence Number 000227748
Licence ABN 77103642888

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
AJEY MALIK Sentry Advice Pty Ltd Current 2018-08-21
JIM ZAGOUDIS Sentry Advice Pty Ltd Current 2018-08-01
COLIN IAN DE LA NOUGEREDE Sentry Advice Pty Ltd Current 2018-08-01
RICHARD JOHN PETRUSMA Sentry Advice Pty Ltd Current 2018-07-09
MARTIN MILTON Sentry Advice Pty Ltd Current 2018-07-06
ROBERT STOREY Sentry Advice Pty Ltd Current 2018-07-02
BRENTON JONES Sentry Advice Pty Ltd Current 2018-07-01
PIM STORT Sentry Advice Pty Ltd Current 2018-07-01
ANDREW DOUGLAS HALLIDAY Sentry Advice Pty Ltd Current 2018-07-01
LESLIE THOMAS KING Sentry Advice Pty Ltd Current 2018-07-01

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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.