DENIS O'CALLAGHAN

Financial Adviser ยท Geelong, VIC

Registered

Registration Number

000264218

Registration Status

Registered

Location

Geelong, VIC 3220

Providing Advice Since

2000

Registration Date

01/03/2004

Financial Services Licensee

FITZPATRICKS PRIVATE WEALTH PTY LTD

Licence #000247429

๐Ÿ“š Qualifications & Training

1988 - Bachelor of Business - Bachelor Degree (AQF 7) - Ballarat College of Advanced Education
2001 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2016 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
SMSF Association
Tax Practitioners Board (TPB)

โ„น๏ธ 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.