Jason Patrick O’Connell
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001269423
- Location
- Sydney NSW 2000
- Licensee
- Strategic Financial Pty Ltd (AFSL 569303)
- Authorised since
- 30 January 2026
- First provided advice
- 2018
- Qualifications
- QFA Diploma in Financial Advice, Institute of Banking University College of Dublin (2014); RO4 U.K. Pension and Retirement Planning, Chartered Institute Insurance UK (2018); Advanced Diploma of Financial Planning (FNS60415), Mentor Education (2019); Pension Transfers & Planning Advice, Chartered Institute for Securities and Investment (2019); Ethics & Professionalism in Financial Advice FPC002B, Kaplan Professional (2025); Graduate Diploma of Financial Planning, Kaplan Professional (2025); SMSF Specialist Advisor (SSA), SMSF Association (2025)
- Memberships
- Chartered Institute for Securities and Investment (UK); Federation of European Independent Advisers (FEIFA); 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jason Patrick O’Connell
Jason Patrick O’Connell is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 001269423).
Jason provides advice as an authorised representative of Strategic Financial Pty Ltd, which holds Australian financial services licence 569303. That authorisation dates from 30 January 2026.
According to the register, Jason first provided financial advice in 2018. The qualifications listed for Jason include QFA Diploma in Financial Advice (Institute of Banking University College of Dublin, 2014), RO4 U.K. Pension and Retirement Planning (Chartered Institute Insurance UK, 2018) and Advanced Diploma of Financial Planning (FNS60415) (Mentor Education, 2019). Jason is recorded as a member of Chartered Institute for Securities and Investment (UK), Federation of European Independent Advisers (FEIFA) and SMSF Association.
Jason 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 Jason Patrick O'Connell a registered financial adviser?
Yes. Jason Patrick O'Connell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001269423.
Which licensee does Jason Patrick O'Connell work under?
Strategic Financial Pty Ltd, Australian financial services licence 569303.
What can Jason Patrick O'Connell 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.