David Stephen O’connell – Financial Adviser

Adviser identifying number: 1005609
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: AUSTRALIAN CENTRAL CREDIT UNION LTD
Licence number: 244310
Licensee’s ABN: 11087651125
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/02/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN CENTRAL CREDIT UNION LTD
Authorised Representative identifying number: 244310
Authorised Representative’s ABN: 11087651125

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
  • Margin Lending and Geared Investments – Kaplan
  • Self Managed Superannuation Funds – Kaplan

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

David Stephen O’connell is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • 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