RACHEL MAE O'CONNOR
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2011 - Bachelor of Commerce (Accounting and Commercial Law) - Bachelor Degree (AQF 7) - University of Sydney
2011 - Professional Diploma in Stockbroking - Professional Designations - Stockbrokers Association of Australia
2013 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia & New Zealand (CA ANZ)
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2016 - Self-Managed Superannuation Funds - Other - Kaplan Professional
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
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.