Patrick Christopher O’connor – Financial Adviser

Adviser identifying number: 357418
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: MAGNITUDE GROUP PTY LTD
Licence number: 221557
Licensee’s ABN: 54086266202
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 18/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GTH FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 418879
Authorised Representative’s ABN: 54106066246

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:

• ASX Accredited Listed Products Adviser – Kaplan Professional Education
• Bachelor of Business – University of Southern Queensland
• Diploma of Financial Services (Financial Planning) – Kaplan Professional Services
• Graduate Diploma of Applied Finance and Investment – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

• Institute of Chartered Accountants Australia
• Tax Practitioner’s Board of Australia

Patrick Christopher O’connor is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• 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