Bernard O’Connor
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000310661
- Location
- Melbourne VIC 3000
- Licensee
- Akambo Pty Ltd (AFSL 322056)
- Authorised since
- 5 March 2008
- First provided advice
- 1984
- Qualifications
- Accredited Derivatives Adviser, Tribeca/ASX (2007); Risk Management, Kaplan Professional (2008); Margin Lending & Geared Investments, Kaplan Professional (2010)
- 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, standard margin lending, derivatives
- Restriction
- Same as Licencee
- Register status
- Current
About Bernard O’Connor
Bernard O’Connor is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000310661.
Advice is given under the Australian financial services licence of Akambo Pty Ltd, licence number 322056. The current authorisation started on 5 March 2008.
According to the register, Bernard first provided financial advice in 1984. Qualifications and training on file include Accredited Derivatives Adviser (Tribeca/ASX, 2007), Risk Management (Kaplan Professional, 2008) and Margin Lending & Geared Investments (Kaplan Professional, 2010).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total.
A further restriction is recorded on the register: “Same as Licencee.”
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Questions people ask
Is Bernard O'Connor a registered financial adviser?
Yes. Bernard O'Connor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000310661.
Which licensee does Bernard O'Connor work under?
Akambo Pty Ltd, Australian financial services licence 322056.
What can Bernard 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; standard margin lending; derivatives. It also records this restriction: "Same as Licencee."