MARCUS JOHN O'CONNOR
Financial Adviser ยท Beechworth, VIC
๐ Qualifications & Training
1997 - Advanced Diploma of Business (Accounting) - - Swinburne University
1999 - Bachelor Business Accountancy - - RMIT
2002 - Diploma Financial Planning - - FPA
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏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.