James Patrick O’reilly – Financial Adviser

Adviser identifying number: 379532
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: SYNCHRONISED BUSINESS SERVICES PTY LTD
Licence number: 243313
Licensee’s ABN: 33007207650
Licence controlled by:

The date the Financial Adviser commenced the appointment: 14/01/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SYNCHRONISED BUSINESS SERVICES PTY LTD
Authorised Representative identifying number: 243313
Authorised Representative’s ABN: 33007207650

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) – RG146 Training Australia
• Graduate Diploma of Financial Planning – Kaplan
• Margin Lending and Geared Investments – Kaplan
• Master of Applied Finance – Kaplan
• SMSF Specialist Adviser – SMSF Association

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• SMSF Association

James Patrick O’reilly 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
• Margin Lending Facility / Standard Margin Lending Facility