Jeanette O’Connor
Financial Adviser in Ulladulla, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000456468
- Location
- Ulladulla NSW 2539
- Licensee
- Hales Douglass Financial Services Pty Ltd (AFSL 290618)
- Authorised since
- 14 April 2014
- First provided advice
- 2014
- Qualifications
- Diploma of Financial Services, Kaplan Professional (2009); Advanced Diploma of Financial Services Financial Planning, Kaplan Professional (2011); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Graduate Diploma of Financial Plannning (includes Commercial Law), Kaplan Professional (2024); Tax Financial Advising / Taxation Law, Kaplan Professional (2025)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP)
- 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 Jeanette O’Connor
Jeanette O’Connor is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ulladulla, New South Wales (adviser number 000456468).
Advice is given under the Australian financial services licence of Hales Douglass Financial Services Pty Ltd, licence number 290618. The current authorisation started on 14 April 2014.
The register records 2014 as the year Jeanette first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Kaplan Professional, 2009), Advanced Diploma of Financial Services Financial Planning (Kaplan Professional, 2011) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020). Jeanette is recorded as a member of Association of Independently Owned Financial Professionals (AIOFP).
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 Jeanette O'Connor a registered financial adviser?
Yes. Jeanette O'Connor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000456468.
Which licensee does Jeanette O'Connor work under?
Hales Douglass Financial Services Pty Ltd, Australian financial services licence 290618.
What can Jeanette 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.