Marcus John O’connor – Financial Adviser
Adviser identifying number: 380019
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: MCA FINANCIAL PLANNERS PTY. LTD.
Licence number: 223610
Licensee’s ABN: 42101736305
Licence controlled by:
The date the Financial Adviser commenced the appointment: 04/09/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MCA FINANCIAL PLANNERS PTY. LTD.
Authorised Representative identifying number: 223610
Authorised Representative’s ABN: 42101736305
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 Business (Accounting) – Swinburne University
- Bachelor Business Accountancy – RMIT
- Diploma Financial Planning – FPA
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Marcus John O’connor 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