Adam Lee Thomas O’Connor
Financial Adviser in South Toowoomba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001259688
- Location
- South Toowoomba QLD 4350
- Licensee
- Australian Mortgage and Financial Advisers Pty Ltd (AFSL 389206)
- Authorised since
- 22 August 2022
- First provided advice
- 2017
- Qualifications
- Bachelor of Commerce, Deakin University (2012); Graduate Diploma of Business (Accounting), University of Southern Queensland (2014); Diploma of Financial Planning, Kaplan (2017); Ethics and Professionalism in Advice, Kaplan (2025)
- Memberships
- CPA Australia (CPA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam Lee Thomas O’Connor
Adam Lee Thomas O’Connor is listed on ASIC’s Financial Advisers Register as a current financial adviser based in South Toowoomba, Queensland (adviser number 001259688).
The licensee Adam advises under is Australian Mortgage and Financial Advisers Pty Ltd (AFS licence 389206). The current authorisation started on 22 August 2022.
According to the register, Adam first provided financial advice in 2017. Qualifications and training on file include Bachelor of Commerce (Deakin University, 2012), Graduate Diploma of Business (Accounting) (University of Southern Queensland, 2014) and Diploma of Financial Planning (Kaplan, 2017). Professional memberships recorded: CPA Australia (CPA) and SMSF Association.
Adam is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Adam Lee Thomas O'Connor a registered financial adviser?
Yes. Adam Lee Thomas O'Connor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001259688.
Which licensee does Adam Lee Thomas O'Connor work under?
Australian Mortgage and Financial Advisers Pty Ltd, Australian financial services licence 389206.
What can Adam Lee Thomas O'Connor give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.