ROBERT JAMES O'REILLY
Financial Adviser · Woolloongabba, QLD
📚 Qualifications & Training
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch
2014 - Self Managed Superannuation - Certificate (AQF 1-4) - Monarch
2015 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Southern Queensland
2016 - Adavanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch
2016 - Justice Of the Peace (QLD) - Other - QLD Govt
2018 - Principles of Business & Corporations Law - Bridging Course - Regulation & Legal Obligations - Griffith University
2025 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
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.