Patrick Anthony O’Leary
Financial Adviser in Norwest, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000245101
- Location
- Norwest NSW 2153
- Licensee
- GCC Licensee Pty Ltd (AFSL 486196)
- Authorised since
- 23 August 2016
- First provided advice
- 2001
- Qualifications
- Margin Lending, Kaplan Professional Education (2011); BCom (Finance), Macquarie University (2012); Diploma of Financial Planning, CCH (2012); Self Managed Superannuation Funds, Kaplan Professional Education (2013)
- 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 Patrick Anthony O’Leary
Patrick Anthony O’Leary is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Norwest, New South Wales (adviser number 000245101).
The licensee Patrick advises under is GCC Licensee Pty Ltd (AFS licence 486196). That authorisation dates from 23 August 2016.
The register records 2001 as the year Patrick first provided financial advice. The qualifications listed for Patrick include Margin Lending (Kaplan Professional Education, 2011), BCom (Finance) (Macquarie University, 2012) and Diploma of Financial Planning (CCH, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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 Patrick Anthony O'Leary a registered financial adviser?
Yes. Patrick Anthony O'Leary is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245101.
Which licensee does Patrick Anthony O'Leary work under?
GCC Licensee Pty Ltd, Australian financial services licence 486196.
What can Patrick Anthony O'Leary 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.