Stephanie Helen O’Connor
Financial Adviser in Cootamundra, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006504
- Location
- Cootamundra NSW 2590
- Licensee
- Custom Accounting Pty Ltd (AFSL 286854)
- Authorised since
- 1 July 2005
- First provided advice
- 2005
- Qualifications
- Bachelor of Economics, Macquarie University (1985); Certificate of Public Practice, The Institute of Chartered Accountants in Australia (1989); Financial Planning Proper Authority Course, The Securities Institute in association with the The Institute of Chartered Accountants in Australia (2000)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Profession of Independent Financial Advisers (PIFA); Stockbrokers and Investment Advisers Association (SIAA)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephanie Helen O’Connor
On the Financial Advisers Register kept by ASIC, Stephanie Helen O’Connor appears as a current financial adviser in Cootamundra, New South Wales, adviser number 001006504.
Advice is given under the Australian financial services licence of Custom Accounting Pty Ltd, licence number 286854. The current authorisation started on 1 July 2005.
According to the register, Stephanie first provided financial advice in 2005. Qualifications and training on file include Bachelor of Economics (Macquarie University, 1985), Certificate of Public Practice (The Institute of Chartered Accountants in Australia, 1989) and Financial Planning Proper Authority Course (The Securities Institute in association with the The Institute of Chartered Accountants in Australia, 2000). Stephanie is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ), Profession of Independent Financial Advisers (PIFA) and Stockbrokers and Investment Advisers Association (SIAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, retirement savings accounts and standard margin lending. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Stephanie Helen O'Connor a registered financial adviser?
Yes. Stephanie Helen O'Connor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006504.
Which licensee does Stephanie Helen O'Connor work under?
Custom Accounting Pty Ltd, Australian financial services licence 286854.
What can Stephanie Helen O'Connor give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; retirement savings accounts; standard margin lending.