Gemma O’Shanesy
Financial Adviser in Bundaberg, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000304440
- Location
- Bundaberg QLD 4670
- Licensee
- Ulton Wealth Services Pty Ltd (AFSL 497721)
- Authorised since
- 4 October 2017
- First provided advice
- 2007
- Qualifications
- Bachelor of Business (Accounting), Central Queensland University (2003); Advanced Diploma of Financial Services (Financial Planning), Kaplan Education Pty Ltd (2008); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- 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 Gemma O’Shanesy
On the Financial Advisers Register kept by ASIC, Gemma O’Shanesy appears as a current financial adviser in Bundaberg, Queensland, adviser number 000304440.
Advice is given under the Australian financial services licence of Ulton Wealth Services Pty Ltd, licence number 497721. The current authorisation started on 4 October 2017.
According to the register, Gemma first provided financial advice in 2007. The qualifications listed for Gemma include Bachelor of Business (Accounting) (Central Queensland University, 2003), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Ltd, 2008) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Gemma is authorised to advise on securities, managed investment schemes, life risk insurance, 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 Gemma O'Shanesy a registered financial adviser?
Yes. Gemma O'Shanesy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000304440.
Which licensee does Gemma O'Shanesy work under?
Ulton Wealth Services Pty Ltd, Australian financial services licence 497721.
What can Gemma O'Shanesy give advice on?
The register lists these advice areas: 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.