Gregory Paul O’connell – Financial Adviser
Adviser identifying number: 428784
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: SENTRY WEALTH MANAGEMENT PTY LTD
Licence number: 227748
Licensee’s ABN: 77103642888
Licence controlled by: SENTRY GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 06/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE TRUSTEE FOR HOOPER BFP TRUST & THE TRUSTEE FOR LANE BFP TRUST & THE TRUSTEE FOR MURPHY BFP TRUST & THE TRUSTEE FOR NORTHCOTT BFP TRUST & THE TRUSTEE FOR NORTHEY BFP TRUST & OTHERS
Authorised Representative identifying number: 317724
Authorised Representative’s ABN: 81149135817
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 – Kaplan Professional
- Bachelor of Business (Management) – The University of Notre Dame Australia
- Diploma of Financial Services (Financial Planning) – Tribeca
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Gregory Paul O’connell 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
- Retirement Savings Account Products
- Securities
- Superannuation