LIONEL JOHN O'MALLY
Financial Adviser · Crows Nest, NSW
📚 Qualifications & Training
2015 - Bachelor of Financial Advising - Bachelor Degree (AQF 7) - University of Western Sydney
2016 - Diploma of Financial Planning - - Mentor Education Pty Ltd
2017 - ASX Listed Products Accreditation Course - Other - LPAC Online
2018 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
Tax Practitioners Board
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.