Anthony Shane O'hara – Financial Adviser

Adviser identifying number: 310502
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence number: 240837
Licensee’s ABN: 60003474977
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 16/02/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BRIDGES FINANCIAL SERVICES PTY LIMITED
Authorised Representative identifying number: 240837
Authorised Representative’s ABN: 60003474977

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional Education
  • Graduate Certificate in Applied Finance – Kaplan Professional Education
  • Graduate Diploma of Financial Planning – Kaplan Professional Education
  • Margin Lending and Geared Investments – Kaplan Professional Education
  • Master of Applied Finance – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • Financial Planning Association of Australia (FPA)

Anthony Shane O’hara is authorised to provide advices on following products:

  • Derivatives
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products