Marcus John O'callaghan – Financial Adviser

Adviser identifying number: 300295
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: FOURTHREE PTY LTD
Licence number: 472131
Licensee’s ABN: 12602739471
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FOURTHREE PTY LTD
Authorised Representative identifying number: 472131
Authorised Representative’s ABN: 12602739471

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:

  • Bachelor of Commerce – University of Melbourne
  • Bachelor of Laws – Bond University
  • Certificate IV in Financial Services (Finance and Mortgage Broking) – TAFE NSW
  • Diploma of Financial services (Financial Planning) – ThreeSixty

Relevant memberships of professional bodies or industry associations:

Marcus John O’callaghan 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
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility