ADAM LEE THOMAS O'CONNOR
Financial Adviser · Toowoomba, QLD
📚 Qualifications & Training
2012 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2014 - Graduate Diploma of Business (Accounting) - Other - University of Southern Queensland
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2025 - Ethics and Professionalism in Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
CPA Australia (CPA)
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.