Daniel O’leary – Financial Adviser

Adviser identifying number: 340288
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: AFFINITY WEALTH SERVICES PTY LTD
Licence number: 402370
Licensee’s ABN: 59133479115
Licence controlled by:

The date the Financial Adviser commenced the appointment: 07/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AFFINITY WEALTH SERVICES PTY LTD
Authorised Representative identifying number: 402370
Authorised Representative’s ABN: 59133479115

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 Planning – Pinnacle
• Advanced Diploma of Financial Planning – Pinnacle
• Diploma of Financial Services (Financial Planning) FNS50804 – Kaplan Professional
• Diploma of Financial Services (Financial Planning) FNS50804 – Kaplan Professional
• Diploma of Financial Services (Financial Planning) FNS50804 – Pinnacle Financial Services Academy
• Diploma of Financial Services (Financial Planning) FNS50804 – Pinnacle Financial Services Academy
• Regulatory Guide (RG) 146 all RG146 skills requirements Accreditation – Kaplan Professional
• Regulatory Guide (RG) 146 all RG146 skills requirements Accreditation – Kaplan Professional
• SMSF Specialist Adviser – Mentor Education
• SMSF Specialist Adviser – Mentor Education

Relevant memberships of professional bodies or industry associations:

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

Daniel O’leary is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• 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
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation