Brendan James O’Rourke
Financial Adviser in Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000330763
- Location
- Geelong VIC 3220
- Licensee
- Infocus Securities Australia Pty Ltd (AFSL 236523)
- Authorised since
- 29 January 2022
- First provided advice
- 1995
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan (2006); Advanced Diploma of Financial Services (Financial Planning), Kaplan (2007); Margin Lending and Geared Investments, Kaplan (2010); SMSF Specialist Advisor, Self Managed Super Fund Association (2012); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Brendan James O’Rourke
On the Financial Advisers Register kept by ASIC, Brendan James O’Rourke appears as a current financial adviser in Geelong, Victoria, adviser number 000330763.
The licensee Brendan advises under is Infocus Securities Australia Pty Ltd (AFS licence 236523). That authorisation dates from 29 January 2022.
According to the register, Brendan first provided financial advice in 1995. The qualifications listed for Brendan include Diploma of Financial Services (Financial Planning) (Kaplan, 2006), Advanced Diploma of Financial Services (Financial Planning) (Kaplan, 2007) and Margin Lending and Geared Investments (Kaplan, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Brendan James O'Rourke a registered financial adviser?
Yes. Brendan James O'Rourke is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000330763.
Which licensee does Brendan James O'Rourke work under?
Infocus Securities Australia Pty Ltd, Australian financial services licence 236523.
What can Brendan James O'Rourke 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.