David Michael O’Callaghan
Financial Adviser in Bondi Junction, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000330557
- Location
- Bondi Junction NSW 2022
- Licensee
- Paragem Pty Limited (AFSL 297276)
- Authorised since
- 20 June 2023
- First provided advice
- 1994
- Qualifications
- 8 Unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (1999); Diploma of Financial Services (Financial Planning), Commonwealth Bank (2003); Diploma of Financial Services, Commonwealth Bank (2003); Master of Personal Financial Planning, University of Southern Queensland (2007); ASX Accredited Listed Products Adviser (ALPA) Program, Kaplan Professional (2010); Self-Managed Superannuation Funds, Kaplan Professional (2010); Margin Lending Accreditation Program, Financial Essentials (2011); DFP5v2 Tax for Financial Advising, Kaplan Professional (2017); Master of Business Administration, Australian Institute of Business (2017); TASA and the TPB Code of Professional Conduct, Kaplan Professional (2017); TASACLv1 Commercial Law, Kaplan Professional (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (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 David Michael O’Callaghan
David Michael O’Callaghan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bondi Junction, New South Wales (adviser number 000330557).
The licensee David advises under is Paragem Pty Limited (AFS licence 297276). That authorisation dates from 20 June 2023.
According to the register, David first provided financial advice in 1994. The qualifications listed for David include 8 Unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 1999), Diploma of Financial Services (Financial Planning) (Commonwealth Bank, 2003) and Diploma of Financial Services (Commonwealth Bank, 2003). 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 Michael O'Callaghan a registered financial adviser?
Yes. David Michael O'Callaghan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000330557.
Which licensee does David Michael O'Callaghan work under?
Paragem Pty Limited, Australian financial services licence 297276.
What can David Michael O'Callaghan 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.