James Patrick O’Reilly
Financial Adviser in Camberwell, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000379532
- Location
- Camberwell VIC 3124
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 14 January 2015
- First provided advice
- 1999
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Mentor Education (2009); Margin Lending and Geared Investments, Kaplan Education Pty Limited (2011); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2014)
- Memberships
- SMSF Association
- 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 James Patrick O’Reilly
On the Financial Advisers Register kept by ASIC, James Patrick O’Reilly appears as a current financial adviser in Camberwell, Victoria, adviser number 000379532.
James provides advice as an authorised representative of Synchron Advice Pty Ltd, which holds Australian financial services licence 243313. The current authorisation started on 14 January 2015.
According to the register, James first provided financial advice in 1999. The qualifications listed for James include Advanced Diploma of Financial Services (Financial Planning) (Mentor Education, 2009), Margin Lending and Geared Investments (Kaplan Education Pty Limited, 2011) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Ltd, 2014). James is recorded as a member of SMSF Association.
The authorisation covers advice 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 James Patrick O'Reilly a registered financial adviser?
Yes. James Patrick O'Reilly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000379532.
Which licensee does James Patrick O'Reilly work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can James Patrick O'Reilly 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.