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