Vicki O’Connor
Financial Adviser in Dubbo, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000956
- Location
- Dubbo NSW 2830
- Licensee
- Viridian Advisory Pty Ltd (AFSL 476223)
- Authorised since
- 1 July 2022
- First provided advice
- 2000
- Qualifications
- Bachelor of Financial Administration, The University of New England (1983); 8 unit Diploma of Financial Planning, Financial Advice Association of Australia Ltd (1999); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2007); Certified Financial Planner (CFP®), Financial Planning Association of Australia (FPA) (2007); Accountants SMSF Package, Kaplan Professional (2017); Accredited Listed Product Adviser Program, Kaplan Professional (2017); Aged Care, Kaplan Professional (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- 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 Vicki O’Connor
Vicki O’Connor is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Dubbo, New South Wales (adviser number 001000956).
The licensee Vicki advises under is Viridian Advisory Pty Ltd (AFS licence 476223). The current authorisation started on 1 July 2022.
According to the register, Vicki first provided financial advice in 2000. The qualifications listed for Vicki include Bachelor of Financial Administration (The University of New England, 1983), 8 unit Diploma of Financial Planning (Financial Advice Association of Australia Ltd, 1999) and Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2007). Vicki is recorded as a member of 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 Vicki O'Connor a registered financial adviser?
Yes. Vicki O'Connor is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000956.
Which licensee does Vicki O'Connor work under?
Viridian Advisory Pty Ltd, Australian financial services licence 476223.
What can Vicki 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.