Marcus John O’Connor
Financial Adviser in Beechworth, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000380019
- Location
- Beechworth VIC 3747
- Licensee
- Vision Planning & Finance (Aust) Pty Ltd (AFSL 492807)
- Authorised since
- 1 December 2022
- First provided advice
- 2000
- Qualifications
- Advanced Diploma of Business (Accounting), Swinburne University (1997); Bachelor Business Accountancy, RMIT (1999); Diploma Financial Planning, FPA (2002)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Marcus John O’Connor
On the Financial Advisers Register kept by ASIC, Marcus John O’Connor appears as a current financial adviser in Beechworth, Victoria, adviser number 000380019.
Advice is given under the Australian financial services licence of Vision Planning & Finance (Aust) Pty Ltd, licence number 492807. That authorisation dates from 1 December 2022.
According to the register, Marcus first provided financial advice in 2000. Qualifications and training on file include Advanced Diploma of Business (Accounting) (Swinburne University, 1997), Bachelor Business Accountancy (RMIT, 1999) and Diploma Financial Planning (FPA, 2002). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Marcus is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Marcus John O'Connor a registered financial adviser?
Yes. Marcus John O'Connor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000380019.
Which licensee does Marcus John O'Connor work under?
Vision Planning & Finance (Aust) Pty Ltd, Australian financial services licence 492807.
What can Marcus John 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; retirement savings accounts.