ROBERT ANTHONY O'DONNELL

Financial Adviser · Noosaville, QLD

Registered

Registration Number

000279018

Registration Status

Registered

Location

Noosaville, QLD 4566

Providing Advice Since

2001

Registration Date

06/08/2004

Financial Services Licensee

PROFESSIONAL INVESTMENT SERVICES PTY LTD

Licence #000234951

📚 Qualifications & Training

1992 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of North Queensland
2003 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2004 - Certified Financial Planner (CFP) Education Program - Professional Designations - FPA Australia
2009 - ASX Accredited Listed Product Adviser (ALPA) Program - Other - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

🏢 Professional Memberships

Certified Financial Planner (CFP) of 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.