DAVID ANTHONY O'HARA

Financial Adviser · Cronulla, NSW

Registered

Registration Number

000319515

Registration Status

Registered

Location

Cronulla, NSW 2230

Providing Advice Since

2009

Registration Date

11/07/2017

Financial Services Licensee

MATRIX PLANNING SOLUTIONS LIMITED

Licence #000238256

📚 Qualifications & Training

1993 - Bachelor of Science, Maths & Physical Geography - Bachelor Degree (AQF 7) - University of Sydney
1999 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - FPA
2008 - Master of Applied Finance - Masters Degree (AQF 9) - University of Western Sydney
2008 - SMSF Specialist Adviser - Professional Designations - SMSF Association

🏢 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.