Jamie O’Connor
Financial Adviser in Griffith, New South Wales, Australia
Review Jamie O’Connor
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000300287
- Location
- Griffith NSW 2680
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 13 April 2006
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Services (Financial Planning), AMP Limited (2006); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2008); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012)
- 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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jamie O’Connor
On the Financial Advisers Register kept by ASIC, Jamie O’Connor appears as a current financial adviser in Griffith, New South Wales, adviser number 000300287.
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. The current authorisation started on 13 April 2006.
The register records 2006 as the year Jamie first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (AMP Limited, 2006), Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2008) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2011).
Jamie 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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
Reviews
Nobody has reviewed Jamie O’Connor here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jamie O'Connor a registered financial adviser?
Yes. Jamie O'Connor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000300287.
Which licensee does Jamie O'Connor work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Jamie O'Connor 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."