GREGORY PAUL O'CONNELL
Financial Adviser · Burswood, WA
📚 Qualifications & Training
2000 - Bachelor of Business - Bachelor Degree (AQF 7) - The University of Notre Dame Australia
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2017 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2018 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2019 - Accredited Aged Care Professional - Other - Aged Care Steps
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2022 - FPE011 Debt Strategies - Other - Kaplan Higher Education Pty Limited
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.