Dean O’Neill
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000449132
- Location
- Sydney NSW 2000
- Licensee
- DJT Wealth Pty Ltd (AFSL 510793)
- Authorised since
- 29 March 2019
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce, Macquarie University (2000); Diploma of Financial Planning, Deakin University (2003); Certified Financial Planner, FPA (2006); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2022)
- 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 Dean O’Neill
Dean O’Neill is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000449132).
Advice is given under the Australian financial services licence of DJT Wealth Pty Ltd, licence number 510793. That authorisation dates from 29 March 2019.
According to the register, Dean first provided financial advice in 2004. Qualifications and training on file include Bachelor of Commerce (Macquarie University, 2000), Diploma of Financial Planning (Deakin University, 2003) and Certified Financial Planner (FPA, 2006). Dean is recorded as a member of Financial Advice Association of Australia (FAAA).
Dean 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 Dean O'Neill a registered financial adviser?
Yes. Dean O'Neill is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000449132.
Which licensee does Dean O'Neill work under?
DJT Wealth Pty Ltd, Australian financial services licence 510793.
What can Dean O'Neill 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.