ALAN ROBERT O'REILLY

Financial Adviser · Melbourne, VIC

Registered

Registration Number

001307763

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2024

Registration Date

10/01/2025

Financial Services Licensee

CLIME ADVICE PTY LTD

Licence #000308200

📚 Qualifications & Training

2021 - Bachelor of Business (foreign degree) - Bachelor Degree (AQF 7) - IADT Dun Laoghaire
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan

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.