Brendan O’Reilly
Financial Adviser in Buderim, Queensland, Australia
Review Brendan O’Reilly
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000263996
- Location
- Buderim QLD 4556
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 24 April 2021
- First provided advice
- 2003
- Qualifications
- Bachelor of Business (Accounting), Griffith University (1996); Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Margin Lending and Geared Investments, Kaplan Professional (2012)
- 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 O’Reilly
Brendan O’Reilly is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Buderim, Queensland (adviser number 000263996).
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. The current authorisation started on 24 April 2021.
According to the register, Brendan first provided financial advice in 2003. Qualifications and training on file include Bachelor of Business (Accounting) (Griffith University, 1996), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012) and Margin Lending and Geared Investments (Kaplan Professional, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Brendan is authorised to advise 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.
Reviews
Nobody has reviewed Brendan O’Reilly here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Brendan O'Reilly a registered financial adviser?
Yes. Brendan O'Reilly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000263996.
Which licensee does Brendan O'Reilly work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Brendan O'Reilly 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.