Alex O’Neill
Financial Adviser in Cabarita Beach, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001234751
- Location
- Cabarita Beach NSW 2488
- Licensee
- Politis Investment Strategies Pty Ltd (AFSL 253125)
- Authorised since
- 31 August 2023
- First provided advice
- 2014
- Qualifications
- Bachelor of Business (International Business), University of the Sunshine Coast (USC) (2007); Diploma of Financial Planning, Integrity Education Group (2014); Self Managed Super Funds, Integrity (2017); Ethics and Professionalism in Financial Advice (FPC002B), Kaplan Professional (2019); Graduate Diploma in Financial Planning, Kaplan Professional (2020); Master of Financial Planning, Kaplan (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products
- Restriction
- Financial product advice restricted as per Notice of Authorisation and Approved Product List issued
- Tax (financial) advice
- Yes
- Register status
- Current
About Alex O’Neill
Alex O’Neill is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Cabarita Beach, New South Wales (adviser number 001234751).
Advice is given under the Australian financial services licence of Politis Investment Strategies Pty Ltd, licence number 253125. That authorisation dates from 31 August 2023.
According to the register, Alex first provided financial advice in 2014. Qualifications and training on file include Bachelor of Business (International Business) (University of the Sunshine Coast (USC), 2007), Diploma of Financial Planning (Integrity Education Group, 2014) and Self Managed Super Funds (Integrity, 2017). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Financial product advice restricted as per Notice of Authorisation and Approved Product List issued.”
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Questions people ask
Is Alex O'Neill a registered financial adviser?
Yes. Alex O'Neill is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001234751.
Which licensee does Alex O'Neill work under?
Politis Investment Strategies Pty Ltd, Australian financial services licence 253125.
What can Alex O'Neill give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products. It also records this restriction: "Financial product advice restricted as per Notice of Authorisation and Approved Product List issued."