Patrick Anthony O'leary – Financial Adviser

Adviser identifying number: 245101
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: GCC LICENSEE PTY LTD
Licence number: 486196
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 23/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GCC LICENSEE PTY LTD
Authorised Representative identifying number: 000486196
Authorised Representative’s ABN:

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:

• BCom (Finance) – Macquarie University
• Diploma of Financial Planning – CCH
• Margin Lending – Kaplan Professional Education
• Self Managed Superannuation Funds – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Patrick Anthony O’leary 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