O'CONNOR, SUSAN


Address: Belmont, WA 6104, Australia

O'CONNOR, SUSAN (Licence# 000484793) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is April 22, 2016.

Service Overview

Register Name AFS Licence
Licence Name O'CONNOR, SUSAN
Licence Number 000484793
Licence ABN 76104415829
Issue Date 2016-04-22
Locality BELMONT
State WA
Postcode 6104
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide financial product advice for the following classes of financial products:
    • superannuation limited to:
      • self-managed superannuation fund;
    • a person s existing holding in a superannuation product but only to the extent required for:
      • making a recommendation that the person establish a self-managed superannuation fund; and
      • providing advice to the person on contributions or pensions under a superannuation product;
  • provide class of financial product advice for the following classes of financial products:
    • general insurance products;
    • life products limited to:
      • life risk insurance products; and
    • superannuation; and
  • deal in a financial product by:
    • arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
      • superannuation limited to:
        • self-managed superannuation fund; and
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
      • superannuation limited to:
        • self-managed superannuation fund;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001257226 SUSAN O'CONNOR Current 2016-04-22

Office Location

Locality BELMONT
State WA
Postcode 6104
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
PINDAN CAPITAL LTD 2010-03-03 Belmont, WA 6104, Australia
MASEFIELD HOLDINGS PTY. LTD. 2003-07-01 Belmont, WA 6104, Australia

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Service Name Issue Date Locality
BWA FINANCIAL GROUP PTY LTD 2017-10-03 Belmont, VIC 3216, Australia
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PINDAN CAPITAL LTD 2010-03-03 Belmont, WA 6104, Australia
MASEFIELD HOLDINGS PTY. LTD. 2003-07-01 Belmont, WA 6104, Australia

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Competitor

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Postal Code 6104

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Dataset Information


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

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Services 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.