Jason Philip O’Donnell
Financial Adviser in Westcourt, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260304
- Location
- Westcourt QLD 4870
- Licensee
- Advice Professionals Pty Ltd (AFSL 413272)
- Authorised since
- 29 November 2016
- First provided advice
- 2002
- Qualifications
- Diploma of Financial Planning, Deakin University (2003); CFP Education Program, FPA (2005); CFP Certification, FPA (2006); Graduate Diploma of Financial Planning, Kaplan Professional (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Jason Philip O’Donnell
Jason Philip O’Donnell is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Westcourt, Queensland (adviser number 000260304).
Jason provides advice as an authorised representative of Advice Professionals Pty Ltd, which holds Australian financial services licence 413272. That authorisation dates from 29 November 2016.
The register records 2002 as the year Jason first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Deakin University, 2003), CFP Education Program (FPA, 2005) and CFP Certification (FPA, 2006). Jason is recorded as a member of Financial Advice Association of Australia (FAAA).
Jason 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.
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Questions people ask
Is Jason Philip O'Donnell a registered financial adviser?
Yes. Jason Philip O'Donnell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260304.
Which licensee does Jason Philip O'Donnell work under?
Advice Professionals Pty Ltd, Australian financial services licence 413272.
What can Jason Philip O'Donnell 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.