Carolyn Anne O’Reilly
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000721
- Location
- Melbourne VIC 3000
- Licensee
- Perpetual Trustee Company Limited (AFSL 236643)
- Authorised since
- 31 March 2009
- First provided advice
- 2006
- Qualifications
- CO222, The University of Queensland (1989); CO324, The University of Queensland (1989); Bachelor of Economics, University of Queensland (1992); Graduate Diploma of Applied Finance and Investment, Securities Institute of Australia (2004); Diploma of Financial Services, Kaplan (2008); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Carolyn Anne O’Reilly
Carolyn Anne O’Reilly is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001000721).
Carolyn provides advice as an authorised representative of Perpetual Trustee Company Limited, which holds Australian financial services licence 236643. That authorisation dates from 31 March 2009.
The register records 2006 as the year Carolyn first provided financial advice. Qualifications and training on file include CO222 (The University of Queensland, 1989), CO324 (The University of Queensland, 1989) and Bachelor of Economics (University of Queensland, 1992). Carolyn is recorded as a member of Financial Advice Association of Australia (FAAA).
Carolyn is authorised to advise on superannuation, securities, managed investment schemes, life investment products, deposit and payment products and government debentures, stocks and bonds, 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 Carolyn Anne O'Reilly a registered financial adviser?
Yes. Carolyn Anne O'Reilly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000721.
Which licensee does Carolyn Anne O'Reilly work under?
Perpetual Trustee Company Limited, Australian financial services licence 236643.
What can Carolyn Anne O'Reilly give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; managed discretionary account services.