PATRICK CHRISTOPHER O'CONNOR
Financial Adviser · East Toowoomba, QLD
📚 Qualifications & Training
1992 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Southern Queensland
2011 - ASX Accredited Listed Products Adviser - - Kaplan Professional Education
2012 - SMSM Specialist - Professional Designations - Terra Cordis
2014 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Institute of Chartered Accountants Australia
Tax Practitioner's Board of Australia
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.