JASON PATRICK O'CONNELL
Financial Adviser · West Perth, WA
📚 Qualifications & Training
2014 - QFA Diploma in Financial Advice - - Institute of Banking University College of Dublin
2018 - RO4 U.K. Pension and Retirement Planning - - Chartered Institute Insurance UK
2019 - Advanced Diploma of Financial Planning (FNS60415) - Advanced Diploma (AQF 6) - Mentor Education
2019 - Pension Transfers & Planning Advice - - Chartered Institute for Securities and Investment
2025 - Ethics & Professionalism in Financial Advice FPC002B - Bridging Course - Ethics - Kaplan Professional
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2025 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association
🏢 Professional Memberships
Chartered Institute for Securities and Investment (UK)
Federation of European Independent Advisers (FEIFA)
SMSF Association
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.