Stephanie Helen O’connor – Financial Adviser

Adviser identifying number: 1006504
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: CUSTOM ACCOUNTING PTY LTD
Licence number: 286854
Licensee’s ABN: 44103707044
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CUSTOM ACCOUNTING PTY LTD
Authorised Representative identifying number: 286854
Authorised Representative’s ABN: 44103707044

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:

• Bachelor of Economics – Macquarie University
• Certificate of Public Practice – The Institute of Chartered Accountants in Australia
• Financial Planning Proper Authority Course – The Securities Institute in association with the The Institute of Chartered Accountants in Australia

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Stockbrokers Association of Australia

Stephanie Helen O’connor is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility