PATRICK ANTHONY O'LEARY
Financial Adviser · Norwest, NSW
📚 Qualifications & Training
2011 - Margin Lending - - Kaplan Professional Education
2012 - BCom (Finance) - - Macquarie University
2012 - Diploma of Financial Planning - - CCH
2013 - Self Managed Superannuation Funds - - Kaplan Professional Education
🏢 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.