Robert Anthony O’Donnell
Financial Adviser in Noosaville, Queensland, Australia
Review Robert Anthony O’Donnell
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000279018
- Location
- Noosaville QLD 4566
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 1 February 2024
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce, University of North Queensland (1992); Graduate Diploma of Financial Planning, Securities Institute (2003); Certified Financial Planner (CFP) Education Program, FPA Australia (2004); ASX Accredited Listed Product Adviser (ALPA) Program, Kaplan Professional (2009); Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- Certified Financial Planner (CFP) of FAAA
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert Anthony O’Donnell
Robert Anthony O’Donnell is a financial adviser in Noosaville, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000279018.
Advice is given under the Australian financial services licence of Professional Investment Services Pty Ltd, licence number 234951. That authorisation dates from 1 February 2024.
The register records 2001 as the year Robert first provided financial advice. The qualifications listed for Robert include Bachelor of Commerce (University of North Queensland, 1992), Graduate Diploma of Financial Planning (Securities Institute, 2003) and Certified Financial Planner (CFP) Education Program (FPA Australia, 2004). Professional memberships recorded: Certified Financial Planner (CFP) of FAAA.
Robert is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Robert Anthony O’Donnell here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Robert Anthony O'Donnell a registered financial adviser?
Yes. Robert Anthony O'Donnell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000279018.
Which licensee does Robert Anthony O'Donnell work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Robert Anthony O'Donnell give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.