David Anthony O’Hara
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000319515
- Location
- Sydney NSW 2000
- Licensee
- Allied Advice Pty Ltd (AFSL 528160)
- Authorised since
- 27 November 2023
- First provided advice
- 2009
- Qualifications
- Bachelor of Science, Maths & Physical Geography, University of Sydney (1993); Diploma of Financial Planning, FPA (1999); Master of Applied Finance, University of Western Sydney (2008); SMSF Specialist Adviser, SMSF Association (2008)
- 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 David Anthony O’Hara
David Anthony O’Hara is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000319515).
The licensee David advises under is Allied Advice Pty Ltd (AFS licence 528160). The current authorisation started on 27 November 2023.
The register records 2009 as the year David first provided financial advice. Qualifications and training on file include Bachelor of Science, Maths & Physical Geography (University of Sydney, 1993), Diploma of Financial Planning (FPA, 1999) and Master of Applied Finance (University of Western Sydney, 2008). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
David 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.
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Questions people ask
Is David Anthony O'Hara a registered financial adviser?
Yes. David Anthony O'Hara is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000319515.
Which licensee does David Anthony O'Hara work under?
Allied Advice Pty Ltd, Australian financial services licence 528160.
What can David Anthony O'Hara 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.