CAROLYN ANNE O'REILLY

Financial Adviser Β· Melbourne, VIC

Registered

Registration Number

001000721

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2006

Registration Date

31/03/2009

Financial Services Licensee

PERPETUAL TRUSTEE COMPANY LIMITED

Licence #000236643

πŸ“š Qualifications & Training

1989 - CO222 - Law of Contract - Other - The University of Queensland
1989 - CO324 - Income Tax Law - Other - The University of Queensland
1992 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Queensland
2004 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia
2008 - Diploma of Financial Services - - Kaplan
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

🏒 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.