Denis O’Callaghan
Financial Adviser in Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000264218
- Location
- Geelong VIC 3220
- Licensee
- Fitzpatricks Private Wealth Pty Ltd (AFSL 247429)
- Authorised since
- 1 March 2004
- First provided advice
- 2000
- Qualifications
- Bachelor of Business, Ballarat College of Advanced Education (1988); Diploma of Financial Planning, Deakin University (2001); Self Managed Superannuation Funds, Kaplan Professional (2016)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association; Tax Practitioners Board (TPB)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Denis O’Callaghan
Denis O’Callaghan is a financial adviser in Geelong, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000264218.
Denis provides advice as an authorised representative of Fitzpatricks Private Wealth Pty Ltd, which holds Australian financial services licence 247429. That authorisation dates from 1 March 2004.
According to the register, Denis first provided financial advice in 2000. Qualifications and training on file include Bachelor of Business (Ballarat College of Advanced Education, 1988), Diploma of Financial Planning (Deakin University, 2001) and Self Managed Superannuation Funds (Kaplan Professional, 2016). Professional memberships recorded: Financial Advice Association of Australia (FAAA), SMSF Association and Tax Practitioners Board (TPB).
Denis is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 Denis O'Callaghan a registered financial adviser?
Yes. Denis O'Callaghan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264218.
Which licensee does Denis O'Callaghan work under?
Fitzpatricks Private Wealth Pty Ltd, Australian financial services licence 247429.
What can Denis 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.