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