OWEN ALEXANDER O'NEIL
Financial Adviser · Maitland, NSW
📚 Qualifications & Training
2003 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Tribeca
2003 - Diploma of Financial Planning - Diploma (AQF 5) - Tribeca
2023 - Economic and Legal Context for Financial Planning FPC001B - Other - Kaplan Higher Education Pty Ltd
2023 - Taxation for Financial Planning FPC006 - Other - Kaplan Higher Education Pty Ltd
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Ltd
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.