STEPHANIE HELEN O'CONNOR
Financial Adviser · Cootamundra, NSW
📚 Qualifications & Training
1985 - Bachelor of Economics - - Macquarie University
1989 - Certificate of Public Practice - - The Institute of Chartered Accountants in Australia
2000 - Financial Planning Proper Authority Course - - The Securities Institute in association with the The Institute of Chartered Accountants in Australia
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Profession of Independent Financial Advisers (PIFA)
Stockbrokers and Investment Advisers Association (SIAA)
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.